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(2025/12/11)
3個月
8.82%
6個月
19.27%
一年
11.65%
三年
72.78%
12.11%
24.70%
7.41%
76.48%
2.97%
7.70%
8.60%
48.42%
淨值(2025/12/12)
4.49%
3.85%
-11.65%
-5.91%
4.62%
5.18%
-1.43%
4.66%
-0.34%
2.44%
1.26%
16.91%
0.16%
3.64%
3.20%
23.97%
0.05%
3.33%
2.16%
N/A
0.21%
3.70%
3.29%
24.13%
8.01%
20.64%
14.06%
64.42%
8.04%
20.62%
64.52%
4.01%
13.74%
15.46%
50.99%
3.99%
13.75%
15.47%
50.94%
13.84%
50.82%
4.86%
15.48%
18.61%
61.14%
4.82%
15.41%
18.57%
61.02%
-1.00%
3.21%
2.92%
24.37%
2.34%
6.91%
4.88%
38.00%
1.59%
7.53%
6.42%
37.01%
13.21%
24.63%
28.43%
14.96%
7.54%
15.60%
13.42%
38.21%
13.38%
38.22%
7.38%
13.31%
38.33%
7.48%
15.45%
13.28%
38.24%
5.53%
12.58%
17.63%
41.24%
17.60%
41.21%
41.27%
17.64%
41.25%
4.85%
11.03%
14.54%
30.49%
11.00%
14.52%
30.58%
4.87%
10.98%
14.42%
30.45%
4.65%
10.82%
14.35%
30.37%
6.09%
15.21%
13.01%
44.21%
6.92%
17.41%
64.61%
3.72%
10.37%
5.51%
29.38%
29.39%
5.50%
1.64%
6.88%
8.65%
28.11%
1.63%
8.70%
28.13%
28.10%
1.00%
5.79%
6.67%
22.35%
5.80%
6.72%
22.37%
1.01%
6.68%
1.70%
7.34%
9.59%
1.69%
7.36%
9.62%
1.65%
7.60%
10.35%
38.32%
0.86%
4.81%
-2.22%
-2.04%
0.37%
1.75%
-2.05%
0.36%
1.74%
3.65%
15.82%
22.79%
26.96%
2.61%
2.27%
7.45%
30.77%
3.23%
6.47%
37.04%
1.73%
1.84%
12.40%
41.44%
1.77%
8.29%
5.34%
45.12%
-2.36%
-5.94%
-15.29%
-4.45%
3.71%
15.84%
22.84%
27.03%
2.81%
7.74%
13.55%
53.63%
6.46%
14.26%
17.92%
34.60%
-2.12%
-3.68%
-5.04%
6.60%
3.54%
4.18%
11.02%
39.40%
2.26%
2.98%
14.85%
50.62%
1.45%
4.23%
6.37%
34.28%
1.55%
5.63%
19.21%
49.82%
2.87%
5.84%
12.86%
50.42%
0.64%
-3.79%
-4.64%
72.77%
-1.72%
-5.99%
-6.81%
68.78%
1.33%
4.59%
-0.43%
8.41%
-0.08%
2.58%
3.17%
9.39%
-0.09%
9.40%
9.41%
2.57%
-0.60%
1.53%
5.31%
1.60%
1.56%
5.32%
0.09%
3.08%
4.14%
12.52%
0.08%
3.09%
4.16%
12.53%
7.56%
23.23%
16.19%
3.53%
16.12%
17.43%
4.35%
18.00%
20.81%
4.31%
7.65%
11.63%
4.32%
7.63%
14.55%
9.34%
15.44%
11.06%
23.30%
9.37%
11.08%
23.31%
9.92%
16.69%
12.83%
30.01%
-4.52%
-6.30%
-4.95%
20.84%
-4.75%
-8.49%
-15.20%
8.34%
-2.40%
1.97%
2.19%
22.33%
-2.43%
0.56%
-8.89%
9.77%
-2.65%
1.51%
0.80%
16.00%
2.54%
4.91%
-2.75%
2.67%
6.61%
8.62%
41.32%
4.55%
14.03%
5.69%
38.47%
4.53%
13.94%
5.67%
38.40%
1.43%
9.03%
9.78%
35.45%
1.48%
9.08%
9.88%
35.70%