ESG基金須符合台灣主管機關規範,並符合於申報發行計畫、公開說明書、投資人須知等書件中,揭露投資目標與衡量標準、投資策略與方法、投資比例配置、參考績效指標、排除政策、風險警語、盡職治理參與以及定期揭露等共8項內容,列示於基金資訊觀測站ESG基金專區。
本專區標的係自富邦證券提供之基金當中,挑選符合上述標準之標的,讓投資人可更有效率鎖定ESG基金進行投資。
基金名稱下方標註之「RR值」,為投信投顧公會制定之「基金風險報酬等級」,依基金類型、投資區域、主要投資標的及產業等因素綜合考量,風險由低至高,區分為「RR1、RR2、RR3、RR4、RR5」五個風險報酬等級,方便投資人識別基金風險。
淨值(2026/05/26)
3個月
18.34%
6個月
21.77%
一年
46.95%
三年
84.71%
19.12%
22.18%
53.98%
89.00%
3.64%
9.25%
17.93%
46.94%
3.49%
3.42%
10.09%
N/A
3.44%
3.46%
10.56%
28.56%
3.38%
10.46%
28.31%
2.77%
2.25%
7.88%
21.17%
-7.38%
-10.52%
-2.90%
-7.93%
-8.73%
-10.28%
-0.84%
-0.13%
淨值(2026/05/22)
3.73%
11.81%
31.65%
67.88%
3.76%
31.63%
67.89%
31.56%
2.64%
9.04%
21.28%
51.64%
2.60%
8.95%
21.20%
51.60%
2.57%
8.96%
51.53%
3.57%
11.29%
25.35%
63.27%
3.53%
11.22%
25.27%
63.12%
63.10%
-6.30%
1.28%
5.55%
22.89%
2.82%
0.85%
11.06%
29.19%
4.26%
6.04%
17.62%
34.03%
7.60%
26.86%
56.88%
40.22%
1.87%
11.48%
30.65%
49.28%
1.83%
11.50%
30.68%
49.31%
1.61%
11.18%
30.15%
48.91%
1.86%
11.51%
30.51%
49.23%
1.60%
11.67%
27.55%
52.04%
1.59%
51.98%
1.58%
11.65%
27.52%
52.03%
52.02%
0.93%
10.26%
24.15%
40.66%
0.92%
10.24%
24.10%
40.68%
10.18%
23.97%
0.86%
10.13%
23.78%
40.27%
2.95%
14.41%
34.42%
55.03%
3.80%
16.33%
39.30%
75.87%
0.19%
3.99%
14.97%
31.28%
14.98%
31.29%
0.12%
3.01%
10.50%
28.38%
0.11%
2.99%
10.49%
28.40%
28.41%
3.00%
28.36%
-0.52%
2.22%
8.43%
22.31%
2.21%
8.44%
22.35%
22.32%
0.22%
3.96%
11.85%
31.40%
11.86%
1.09%
4.16%
12.34%
35.85%
12.35%
35.84%
0.87%
1.95%
7.43%
19.48%
1.94%
7.41%
19.47%
1.62%
2.62%
17.03%
2.61%
17.04%
8.21%
24.16%
48.98%
60.69%
3.68%
13.85%
37.42%
8.71%
10.72%
42.97%
0.51%
9.83%
9.18%
46.40%
-0.36%
36.19%
2.46%
2.01%
-3.81%
2.38%
8.26%
24.21%
48.93%
60.68%
1.52%
7.85%
14.51%
59.78%
7.86%
17.66%
35.31%
49.65%
0.95%
2.31%
-1.43%
3.85%
12.19%
16.83%
44.27%
1.11%
11.64%
55.22%
-0.09%
3.63%
9.06%
41.28%
-1.57%
3.94%
11.36%
53.41%
14.18%
53.97%
淨值(2026/05/27)
21.36%
18.97%
91.87%
21.43%
24.32%
19.03%
91.95%
淨值(2026/05/25)
-2.28%
-1.38%
5.08%
9.86%
9.87%
-2.12%
-1.74%
2.84%
10.62%
-1.75%
10.64%
-2.87%
-2.34%
1.03%
6.05%
1.04%
6.07%
-2.86%
-2.25%
-0.89%
4.01%
13.83%
-0.90%
4.02%
7.66%
16.94%
41.52%
72.25%
7.71%
17.00%
41.60%
72.34%
6.41%
14.00%
30.11%
54.99%
7.51%
16.46%
34.86%
67.51%
7.45%
16.40%
34.78%
67.42%
1.53%
10.08%
21.81%
23.34%
1.55%
10.10%
23.32%
6.43%
18.89%
41.47%
35.94%
6.42%
18.87%
41.48%
35.93%
7.01%
20.10%
44.49%
43.00%
-3.92%
-7.29%
-11.49%
7.44%
-2.48%
-7.57%
-13.63%
-1.08%
5.06%
3.70%
9.15%
25.90%
6.60%
3.39%
6.66%
16.14%
5.11%
8.57%
20.87%
2.44%
0.25%
7.20%
21.93%
1.06%
10.01%
32.36%
5.65%
4.95%
21.89%
44.90%
5.68%
4.89%
21.79%
44.83%
4.96%
4.55%
16.23%
41.55%
5.04%
4.60%