泛ESG主题基金

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ESG公募基金周榜97期 | 榜单基金全部收涨,泛ESG主题主动型基金收益领先
Mei Ri Jing Ji Xin Wen· 2025-09-14 07:40
Core Insights - The article discusses the performance of ESG public funds, highlighting that all funds listed in the latest weekly ranking experienced gains, with a notable lead from broad ESG-themed funds [1] - Active ESG-themed funds achieved an average weekly return of 7.57%, while index funds had an average return of 2.92% [1] - Pure ESG-themed active funds reported an average weekly return of 3.14%, and index funds saw an average return of 1.58% [1] - The concentration in the broad ESG-themed index fund sector is high, with all listed funds related to the new energy vehicle industry, achieving an average return of 30.96% over the past three months [1] Fund Performance Summary Broad ESG-Themed Funds - The top-performing broad ESG-themed active funds include: - 嘉实绿色主题A with a weekly return of 9.25% and a three-month return of 38.92% [2] - 中加低碳经济六个月持有A with a weekly return of 8.9% and a three-month return of 77.62% [2] - 国投瑞银新能源A with a weekly return of 8.28% and a three-month return of 68.3% [2] ESG-Themed Active Funds - The top-performing ESG-themed active funds include: - 财通可持续发展主题 with a weekly return of 5.44% and a three-month return of 66.18% [5] - 博时ESG 量化选股A with a weekly return of 4.15% and a three-month return of 24.41% [5] - 兴证全球可持续投资三年定开 with a weekly return of 3.9% and a three-month return of 24.26% [5] ESG-Themed Index Funds - The top-performing ESG-themed index funds include: - 中金中证500ESG基准指数增强A with a weekly return of 2.9% and a three-month return of 25.63% [7] - 融通中证诚通央企ESGETF with a weekly return of 2.28% and a three-month return of 13.78% [7] - 财通中证ESG100指数增强A with a weekly return of 1.53% and a three-month return of 13.66% [7] Broad ESG-Themed Index Funds - The top-performing broad ESG-themed index funds include: - 华宝中证智能电动汽车ETF with a weekly return of 3.16% and a three-month return of 27.58% [9] - 浦银安盛中证智能电动汽车ETF with a weekly return of 3.11% and a three-month return of 26.24% [9] - 易方达中证智能电动汽车ETF with a weekly return of 3.07% and a three-month return of 27.75% [9]
ESG公募基金周榜86期 | 6只上榜基金收跌,ESG主题产品平均收益率不及泛ESG主题一半
Mei Ri Jing Ji Xin Wen· 2025-06-15 04:02
Core Insights - The ESG public fund database established by the Brand Value Research Institute in October 2022 aims to track the performance of ESG funds and analyze the reasons behind ranking changes to assist investors in identifying valuable ESG investment opportunities [1] Group 1: Fund Performance - The observation period for the latest ESG public fund weekly ranking was from June 9 to June 13, with the latest net value as of June 13 [1] - The performance of the listed funds showed a recovery, with 6 funds experiencing declines, all of which were ESG-themed index funds [1] - Overall, the performance of broad ESG themes outperformed pure ESG themes, with average returns of 1.98% for broad ESG active funds and 0.61% for index funds, while pure ESG active funds averaged 0.94%, less than half of the broad ESG active funds [1] Group 2: Fund Classification - The ESG funds are categorized into two main types: ESG-themed funds (those with ESG or sustainable development in their names) and broad ESG-themed funds (those with ESG-related investment strategies) [2] - Funds are further divided into active and index funds based on their investment approach [2] - The Brand Value Research Institute classifies ESG funds into four categories: ESG-themed active funds, ESG-themed index funds, broad ESG-themed active funds, and broad ESG-themed index funds, releasing a total ranking and four sub-rankings weekly [3]