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(2026/04/20)
3個月
10.42%
6個月
13.27%
一年
48.88%
三年
73.85%
10.14%
16.55%
44.24%
79.05%
淨值(2026/04/21)
2.71%
3.66%
25.97%
43.03%
0.45%
-0.50%
12.58%
N/A
-0.35%
13.37%
25.09%
0.46%
-0.36%
13.28%
24.87%
-0.23%
-1.56%
10.59%
17.90%
-7.83%
-5.05%
2.70%
-8.31%
-7.43%
-3.96%
4.93%
-1.78%
3.73%
11.00%
33.80%
66.60%
3.78%
11.06%
33.82%
66.64%
3.79%
33.88%
66.70%
2.97%
5.81%
33.18%
51.01%
2.94%
33.25%
51.03%
33.30%
50.85%
3.97%
7.89%
38.00%
61.66%
3.94%
7.90%
38.01%
-0.77%
1.92%
19.20%
24.90%
-3.27%
-2.79%
15.63%
24.43%
2.25%
2.19%
30.85%
30.89%
10.05%
18.18%
66.78%
29.67%
7.00%
30.31%
47.94%
30.27%
47.98%
7.01%
13.06%
30.13%
47.95%
7.02%
30.16%
47.91%
7.40%
11.50%
34.39%
50.03%
7.39%
11.49%
49.97%
7.38%
11.48%
34.37%
50.01%
6.66%
10.09%
30.58%
38.88%
6.67%
10.06%
30.53%
10.04%
30.39%
38.86%
6.62%
9.94%
30.18%
38.57%
0.70%
11.25%
36.23%
53.97%
1.57%
13.19%
41.10%
74.81%
1.11%
4.57%
12.69%
30.19%
12.70%
0.95%
1.85%
14.62%
27.35%
0.94%
1.84%
14.64%
27.37%
27.38%
27.34%
0.68%
1.12%
21.78%
12.72%
21.82%
1.44%
2.80%
16.40%
30.23%
1.43%
2.79%
16.44%
30.24%
1.83%
2.93%
16.08%
35.66%
0.29%
1.24%
-0.27%
17.98%
0.28%
1.23%
-0.28%
17.97%
0.52%
-1.60%
14.76%
0.53%
-1.59%
14.77%
5.55%
11.92%
45.84%
44.56%
1.99%
4.78%
19.86%
29.51%
1.73%
4.67%
16.72%
41.03%
6.01%
7.67%
18.73%
41.48%
-3.43%
-3.82%
26.68%
35.78%
-1.37%
-3.95%
1.19%
-1.66%
5.56%
11.95%
45.89%
44.51%
5.24%
7.49%
22.87%
54.78%
7.81%
11.62%
43.28%
41.56%
-0.95%
-2.73%
5.33%
2.40%
5.63%
22.26%
35.77%
6.73%
8.96%
21.48%
50.09%
2.49%
2.75%
17.58%
41.53%
4.06%
21.75%
51.58%
2.04%
5.85%
19.61%
51.15%
1.65%
2.44%
12.01%
69.45%
1.68%
2.47%
12.02%
69.50%
0.65%
8.70%
-0.42%
-1.30%
9.05%
3.67%
9.07%
-0.73%
-1.88%
1.79%
4.86%
1.80%
4.88%
1.78%
-0.08%
4.98%
12.17%
-0.09%
-0.43%
5.00%
12.16%
6.31%
9.41%
45.79%
71.04%
5.49%
4.14%
44.86%
54.44%
5.42%
6.55%
6.36%
50.34%
66.11%
4.40%
5.68%
29.53%
17.84%
4.44%
5.72%
29.55%
17.81%
4.62%
16.11%
48.93%
34.93%
16.13%
48.90%
34.95%
5.18%
17.33%
51.92%
41.85%
-5.43%
-9.46%
-2.38%
8.31%
-5.84%
-10.60%
-5.72%
-1.23%
-4.76%
16.52%
20.35%
-1.55%
-5.78%
12.99%
12.79%
-1.26%
-4.99%
15.66%
15.32%
0.30%
12.95%
22.91%
0.85%
0.31%
16.81%
32.07%
2.15%
2.91%
18.08%
39.05%
2.13%
2.82%
18.11%
39.61%
2.46%
21.81%
35.08%
2.42%
-0.02%
21.84%
35.51%