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(2026/04/29)
3個月
7.54%
6個月
9.32%
一年
41.60%
三年
75.67%
8.28%
12.58%
38.60%
80.26%
-1.39%
1.19%
19.92%
42.39%
0.68%
-0.72%
9.54%
N/A
0.66%
-0.60%
10.22%
25.41%
0.62%
-0.66%
10.12%
25.18%
-1.78%
7.53%
18.24%
-9.11%
-7.97%
-6.98%
-10.53%
-11.03%
-7.71%
-4.56%
-5.26%
淨值(2026/04/28)
-0.06%
8.35%
27.95%
64.30%
-0.01%
8.37%
28.04%
64.31%
28.03%
64.40%
-1.54%
3.30%
27.37%
49.36%
-1.61%
3.23%
27.29%
49.47%
5.31%
31.85%
60.32%
5.23%
31.80%
60.25%
-3.73%
2.01%
22.96%
-3.86%
-4.58%
11.11%
23.41%
0.12%
-0.12%
22.07%
31.28%
3.06%
15.01%
56.07%
30.81%
3.66%
12.23%
27.14%
47.48%
3.65%
27.09%
47.50%
3.64%
11.99%
26.94%
47.45%
3.68%
26.99%
47.43%
3.42%
10.44%
30.98%
50.03%
3.41%
10.43%
49.97%
3.40%
10.42%
30.96%
50.01%
2.72%
9.09%
27.38%
38.86%
9.05%
27.32%
38.87%
9.04%
27.19%
38.85%
2.67%
8.93%
38.49%
4.41%
11.80%
29.24%
53.00%
5.34%
13.67%
33.84%
73.64%
-0.57%
3.13%
9.91%
28.70%
-1.14%
0.51%
11.65%
25.78%
-1.15%
0.49%
11.67%
25.79%
25.80%
0.50%
25.76%
-1.55%
-0.19%
9.88%
20.67%
-1.56%
-0.20%
20.71%
-0.87%
1.36%
13.39%
29.21%
13.43%
13.42%
29.20%
0.22%
1.71%
13.36%
34.47%
34.46%
0.26%
2.34%
-0.53%
16.93%
-0.55%
-0.47%
-0.67%
1.65%
14.13%
2.92%
42.25%
44.18%
-0.35%
3.15%
12.49%
26.80%
1.16%
4.44%
39.80%
0.81%
4.10%
10.98%
38.56%
-3.24%
-5.44%
17.89%
36.82%
0.76%
-2.37%
-2.39%
-1.22%
2.96%
9.07%
42.34%
44.26%
4.42%
16.47%
51.91%
3.34%
8.71%
37.41%
43.63%
-1.17%
-2.07%
0.33%
4.70%
0.14%
3.50%
15.03%
32.92%
1.46%
5.38%
13.45%
47.09%
0.87%
0.89%
11.95%
40.36%
-1.07%
1.20%
15.06%
48.75%
1.43%
5.13%
14.92%
49.44%
淨值(2026/04/30)
4.08%
1.49%
7.44%
69.12%
4.09%
1.51%
7.46%
69.19%
-1.32%
-0.69%
7.31%
7.32%
-1.48%
-2.10%
1.97%
7.70%
1.98%
7.72%
-2.01%
-2.68%
0.25%
3.75%
-2.02%
0.27%
3.77%
-1.40%
-1.30%
11.05%
-1.31%
3.36%
4.36%
7.03%
38.57%
70.81%
7.08%
38.65%
70.90%
2.69%
1.99%
37.58%
54.86%
3.70%
4.06%
42.77%
66.60%
4.00%
2.57%
4.84%
25.96%
17.25%
2.58%
4.85%
25.95%
17.26%
5.41%
14.84%
43.10%
35.35%
14.83%
43.09%
35.33%
5.95%
15.99%
45.99%
-6.99%
-10.56%
-9.10%
4.40%
-5.17%
-10.84%
-11.56%
-1.51%
-2.17%
-5.83%
10.62%
21.51%
-6.43%
7.85%
14.68%
-2.12%
-6.03%
9.90%
16.53%
-2.57%
10.19%
23.34%
-2.65%
-2.05%
13.25%
31.47%
1.84%
15.17%
40.16%
1.95%
1.74%
15.02%
40.09%
1.25%
17.56%
36.43%
1.24%
-1.21%
17.55%
36.49%