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ESG公募基金周榜98期 | 上榜基金3只收跌,泛ESG主题基金持续领跑
Mei Ri Jing Ji Xin Wen· 2025-09-21 02:20
Core Insights - The article discusses the performance of ESG mutual funds during the observation period from September 15 to September 19, 2022, highlighting a decline in returns for most fund categories except for broad ESG-themed index funds [1] - The broad ESG-themed funds continue to lead, with active funds showing an average weekly return of 7.01% and index funds at 4.55% [1] - Pure ESG-themed funds experienced a significant drop in returns, with active funds averaging 1.21% and index funds at 0.17%, and three funds reported losses [1] Fund Performance Summary - The top-performing broad ESG-themed active funds include: - "浦银安盛ESG责任投资A" with a weekly return of 2.18% and a total return since inception of -6.87% [3] - "兴证全球可持续投资三年定开" with a weekly return of 1.86% and a total return since inception of 38.05% [3] - The top-performing broad ESG-themed index funds include: - "鹏华国证ESG300ETF" with a weekly return of 0.39% and a total return since inception of 2.91% [6] - "国联安国证ESG300ETF" with a weekly return of 0.39% and a total return since inception of 16.12% [6] Fund Classification and Methodology - ESG funds are categorized into two main types: ESG-themed funds and broad ESG-themed funds, further divided into active and index funds based on investment strategies [8] - The weekly rankings are compiled from operational public funds, excluding those that have been liquidated, and will include ESG bond funds in future rankings [8]
ESG公募基金周榜第92期丨上榜基金全部收涨,泛ESG主题主动型领涨
Mei Ri Jing Ji Xin Wen· 2025-08-09 12:53
Core Insights - The latest ESG public fund weekly ranking shows that all listed funds experienced gains during the observation period from August 4 to August 8, with an average return of 5.31% for broad ESG-themed actively managed products and 2.69% for broad ESG-themed index products [1][2] - Actively managed pure ESG-themed funds outperformed index funds, achieving an average return of 3.1% compared to 1.26% for index funds [1][2] ESG Themed Actively Managed Funds - The top-performing actively managed ESG-themed funds include: - Dongfanghong ESG Sustainable Investment A with a weekly return of 4.87% and a net value of 0.931 [2] - Zhongyin ESG Theme A with a weekly return of 4.74% and a net value of 1.0982 [2] - Huabao Sustainable Development Theme A with a weekly return of 3.95% and a net value of 0.9313 [2] Broad ESG Themed Actively Managed Funds - The top-performing broad ESG-themed actively managed funds include: - Yongying New Energy Smart Selection A with a weekly return of 10.15% and a net value of 0.4114 [3] - Tihua Carbon Neutral Theme A with a weekly return of 8.42% and a net value of 1.6554 [3] - Green Carbon Neutral Theme A with a weekly return of 4.98% and a net value of 1.4218 [3] ESG Themed Index Funds - The top-performing ESG-themed index funds include: - Rongtong Zhongzheng Shitong Central Enterprise ESG ETF with a weekly return of 1.73% and a net value of 1.0213 [5] - Gongge Zhongzheng 180 ESG ETF with a weekly return of 1.65% and a net value of 0.9707 [5] - Yinhua Huazheng ESG Leading with a weekly return of 1.41% and a net value of 0.9972 [5] Broad ESG Themed Index Funds - The top-performing broad ESG-themed index funds include: - Yifangda Guozheng New Energy Battery ETF with a weekly return of 3.74% and a net value of 1.4408 [6] - Guangfa Guozheng New Energy Battery ETF with a weekly return of 3.72% and a net value of 1.2828 [6] - Yifangda Guozheng New Energy Battery Link A with a weekly return of 3.53% and a net value of 1.2008 [6] Ranking Methodology - The ESG public fund database includes only actively managed products that are operational, excluding those that have been liquidated. The database will also incorporate ESG bond funds in future rankings [7] - ESG funds are categorized into two main types: ESG-themed funds and broad ESG-themed funds, further divided into actively managed and index funds [7]