Workflow
ESG主题主动型基金
icon
Search documents
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]