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
指数型产品方面,泛ESG主题涨幅领先,平均收益率达4.84%;ESG主题为3.64%。 值得一提的是,本期上榜的泛ESG主题指数型基金行业集中度高,10只产品全为新能源汽车相关产业,分别是新能源汽车及新能源汽车电池。 | 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 | | --- | --- | --- | --- | --- | --- | | | | (元) | (%) | (%) | | | 161912 | 万家社会责任定开A | 2.8592 | 16.14 | 46.82 | 3 | | 017744 | 嘉实绿色主题A | 1.2512 | 14.77 | 28.39 | | | 000017 | 财通可持续发展主题 | 1.87 | 10.32 | 59.34 | 4 | | 016013 | 南方碳中和A | 1.082 | 8.61 | 29.22 | | | 014376 | 东吴新能源汽车A | 1.672 | 8.34 | 29.17 | | | 530019 | 建信社会责任A | 2.648 | 7.86 | 37.84 | | | 00 ...
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]