泛ESG主题主动型基金

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ESG公募基金周榜94期 | 上榜基金全部收涨 泛ESG主题主动型占总榜9席
Mei Ri Jing Ji Xin Wen· 2025-08-24 02:13
Core Insights - The article discusses the performance of ESG mutual funds, highlighting that all listed funds experienced gains, although the returns decreased compared to the previous week [1] - Active ESG-themed funds led the performance with an average return of 9.14%, while ESG-themed funds achieved a return of 5.25% [1] - In the index fund category, the average return for broad ESG-themed funds was 4.84%, and for ESG-themed funds, it was 3.64% [1] - The top-performing index funds were concentrated in the new energy vehicle sector, with all ten products related to this industry [1] Fund Performance Summary Active ESG-Themed Funds - The top-performing fund was "万家社会责任定开A" with a weekly return of 16.14% and a three-month return of 46.82% [2] - Other notable funds included "嘉实绿色主题A" with a 14.77% weekly return and "财通可持续发展主题" with a 10.32% weekly return [2][4] Broad ESG-Themed Funds - "万家社会责任定开A" again led with a weekly return of 16.14% [6] - "嘉实绿色主题A" and "南方碳中和A" followed with returns of 14.77% and 8.61% respectively [6] Index ESG-Themed Funds - The top index fund was "华夏沪深300ESG基准ETF" with a weekly return of 3.86% [7] - Other significant funds included "富国沪深300ESG基准ETF" and "南方沪深300ESG基准ETF" with returns of 3.83% and 3.82% respectively [7] Broad Index ESG-Themed Funds - The leading fund was "泰康中证智能电动汽车ETF" with a weekly return of 5.74% [9] - Other notable funds included "浦银安盛中证智能电动汽车ETF" and "易方达中证智能电动汽车ETF" with returns of 5.73% [9]
ESG公募基金周榜89期 | 上榜基金全部收红,泛ESG主题主动型霸榜
Mei Ri Jing Ji Xin Wen· 2025-07-20 13:20
Core Insights - The article discusses the performance of ESG public funds, highlighting that all funds listed in the latest weekly ranking experienced gains during the observation period from July 14 to July 18, with an average return of 9% for broad ESG-themed actively managed funds and 2.68% for broad ESG-themed index funds [1]. Group 1: ESG Fund Performance - All funds in the latest ranking reported positive returns, with broad ESG-themed actively managed funds leading with an average return of 9% [1]. - Broad ESG-themed index funds achieved an average return of 2.68% during the same period [1]. - Pure ESG-themed actively managed funds outperformed their index counterparts, with average returns of 3.11% for actively managed funds compared to 1.25% for index funds [1]. Group 2: Top Performing Funds - The top 10 actively managed ESG funds showed significant weekly returns, with the highest being 国金ESG持续增长A at 4.97% and 汇添富ESG可持续成长A at 4.92% [4]. - The top 10 broad ESG-themed actively managed funds included 永赢新能源智选A with a weekly return of 12.63% and 中加低碳经济六个月持有A at 10.2% [6]. - The top 10 ESG index funds had 中金中证500ESG基准指数增强A leading with a weekly return of 1.56% [9].
ESG公募基金周榜81期 | 上榜基金全部收涨,泛ESG主题主动型领涨
Mei Ri Jing Ji Xin Wen· 2025-04-27 09:08
Core Insights - The latest ESG public fund weekly ranking shows a recovery in performance, with all listed funds experiencing gains during the observation period from April 21 to April 25 [1] - There is a significant performance divergence between ESG-themed and broad ESG-themed products, with broad ESG active funds leading the top 10 rankings [1] Fund Performance Summary - Broad ESG active funds achieved an average return of 8.76%, while broad ESG index funds followed with an average return of 3.97% [1] - ESG-themed active funds had an average return of 3.06%, which is less than half of the broad ESG active funds, and ESG-themed index funds had an average return of 0.76%, less than a quarter of the broad ESG index funds [1] Investment Focus - Broad ESG active funds primarily focus on low-carbon investments, including carbon neutrality, new energy vehicles, new energy materials, and climate change [1] - In contrast, the industry concentration for broad ESG index funds is high, with all funds related to new energy vehicle batteries [1] Historical Performance - The historical performance of the new energy vehicle battery sector has shown significant volatility, indicating the need for cautious timing in investments [1]