纯ESG主题基金方面，主动型周平均收益率为1.36%，指数型周平均收益率为1%。 每经记者｜黄宗彦 每经编辑｜文多 2022年10月，每经品牌价值研究院构建ESG公募基金数据库，并自此推出"ESG公募基金周榜"，通过追踪ESG基金表现、分析排名及变动背后可能的原因， 帮助投资者更好地了解、识别、筛选更具投资价值的ESG基金。 本期ESG公募基金周榜的观察周期为9月22日至9月26日，最新净值以9月26日为准。统计结果显示，本期上榜基金全部收涨，且平均收益率较上周有所上 升。 泛ESG主题基金收益率再次保持领先，其中主动型周平均收益率为8.94%，指数型周平均收益率为5.54%。 数据来源：Wind ESG主题主动型基金收益率周榜TOP10 | 基金代码 | 基金名称 | 最新净值 | 近一周收益率 | 近三月收益率 | 成立以来收 | | --- | --- | --- | --- | --- | --- | | | | (元) | (%) | (%) | (%) | | 017086 | 嘉实ESG可持续投资A | 1.3851 | 2.78 | 36.69 | 38.51 | | 019384 | 兴证全 ...

Group 1 - The core investment strategy focuses on buying competitively advantageous companies at reasonable prices to earn compound growth, emphasizing strong business models and financial robustness [1][8] - The growth value fund pool has shown a significant annualized return of 16.88% from February 2, 2015, to August 7, 2025, outperforming the equity fund index by 9.36% [1][10] - The fund pool has maintained a high annualized Sharpe ratio of 0.82, indicating effective risk-adjusted returns, and has consistently outperformed the equity fund index in most years [10][13] Group 2 - The excess returns are primarily driven by stock selection, with notable contributions from industry rotation and dynamic adjustments [2][13] - The growth value funds are defined based on their relative undervaluation characteristics, focusing on funds with positive exposure to the PB-ROE factor [2][21] - The selected growth value funds exhibit high and stable dynamic returns, with a focus on industry and stock selection [22] Group 3 - The report lists a selection of growth value funds, highlighting their respective managers, sizes, and year-to-date returns, with some funds showing returns exceeding 50% [3][22] - The fund pool has increased its allocation to the financial sector while reducing exposure to TMT, indicating a strategic shift in response to market conditions [18][20] - The report emphasizes the importance of matching individual companies' operational stages with industry trends for effective stock selection [25]