2022年10月，每經品牌價值研究院構建ESG公募基金資料庫，並自此推出“ESG公募基金周榜”，通過追蹤ESG基金表現、分析排名及變動背後可能的原因，幫助投資者更好地瞭解、識別、篩選更具投資價值的ESG基金。
本期ESG公募基金周榜的觀察週期為3月31日至4月3日，最新凈值以4月3日為準。統計結果顯示，本期上榜基金出現下跌，且平均收益率進一步下行。其中，泛ESG主題表現相對較好，上榜基金全部收漲，且指數型領漲，平均漲幅為2.4%；緊隨其後的是泛ESG主題主動型產品，平均漲幅為0.56%，漲幅較上周近減少一半。
It is worth mentioning that the ESG theme index fund, which is also an index fund, performed poorly, not only all of them fell, but also the average return was the lowest in several lists, at -75.0%. However, its performance in the past 0 months has outperformed pan-ESG thematic index funds, with average returns of 0.0% and 0.0% respectively.
TOP10 of ESG fund return weekly
ESG Theme Active Fund Weekly Return Top 10
Pan-ESG theme active fund return weekly TOP10
ESG theme refers to the top 10 of the weekly return rate of digital funds
Top 10 of the weekly return list of pan-ESG theme index funds
List Description:
1. Sample selection: Each "ESG public fund database" of the Brand Value Research Institute selects products that are in normal operation from the public funds issued in the capital market, and excludes the liquidated funds. Due to the gradual emergence of ESG bond funds, the bond base will also be included in the database in future lists. In addition, if the product contains Class A and C shares, only Class A shares will be selected as the sample.
2. Fund classification: According to the difference in investment targets, ESG funds can be divided into two categories, including ESG-themed funds (ESG and sustainable development are included in the fund name) and pan-ESG theme funds (the fund name and investment strategy contain ESG connotations of environment, responsibility and corporate governance); According to the difference in investment methods, it can be divided into active funds and index funds.
10. List name: ESG funds are divided into four categories by the Brand Value Research Institute, namely ESG-themed active funds, ESG-themed index funds, pan-ESG themed active funds, and pan-ESG theme index funds, and thus launch 0 ESG public fund income list TOP0 and 0 sub-list TOP0 every Monday.
National Business Daily