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(2026/06/25)
3個月
26.20%
6個月
22.57%
一年
44.30%
三年
81.88%
25.79%
23.98%
56.33%
87.26%
11.94%
4.58%
15.15%
43.24%
淨值(2026/06/26)
8.76%
3.33%
7.15%
N/A
8.66%
3.26%
7.48%
26.46%
8.64%
3.23%
7.43%
26.32%
8.05%
2.09%
4.99%
19.14%
6.12%
-1.50%
6.01%
-0.51%
4.92%
-4.52%
3.18%
4.00%
7.60%
5.47%
31.44%
63.35%
5.44%
31.43%
63.36%
7.66%
5.53%
31.51%
63.44%
7.06%
2.59%
17.56%
47.01%
7.03%
2.65%
17.58%
46.97%
46.86%
7.97%
4.29%
21.43%
58.71%
8.03%
4.34%
21.38%
58.75%
21.33%
6.10%
3.83%
6.98%
22.29%
6.68%
-4.03%
3.69%
21.91%
12.02%
2.92%
12.17%
29.75%
16.41%
19.38%
48.36%
34.80%
3.19%
7.90%
26.79%
43.14%
3.20%
7.92%
26.81%
43.16%
2.93%
7.59%
26.30%
42.77%
3.21%
7.95%
26.67%
43.12%
3.68%
7.49%
20.89%
45.09%
45.03%
3.67%
7.47%
20.87%
45.08%
20.90%
45.07%
2.91%
17.73%
34.21%
6.09%
17.67%
34.12%
6.07%
17.62%
34.15%
2.87%
6.03%
17.37%
33.78%
15.90%
15.93%
35.51%
54.99%
16.82%
17.79%
40.17%
75.52%
3.75%
2.55%
15.52%
29.77%
15.51%
29.78%
3.76%
2.56%
4.42%
2.14%
9.27%
28.22%
4.40%
2.12%
28.25%
2.13%
28.21%
3.42%
0.57%
6.55%
20.36%
0.56%
6.56%
20.39%
20.37%
4.23%
2.04%
9.77%
29.89%
9.78%
29.90%
4.44%
2.78%
10.68%
34.96%
34.95%
3.84%
3.66%
10.79%
20.79%
10.78%
4.22%
2.50%
2.35%
17.55%
2.36%
24.55%
24.17%
44.61%
61.39%
18.49%
14.31%
20.51%
46.00%
12.06%
8.69%
15.38%
47.72%
10.12%
8.31%
14.83%
48.90%
7.16%
-2.05%
5.79%
30.96%
8.13%
-1.07%
3.89%
24.49%
24.10%
44.52%
61.43%
6.87%
3.37%
12.13%
53.32%
9.75%
10.26%
26.56%
41.07%
6.33%
-0.19%
-3.14%
8.63%
18.93%
14.85%
22.93%
53.13%
10.51%
9.43%
17.41%
57.75%
9.85%
7.22%
13.18%
48.00%
8.46%
10.16%
54.60%
12.27%
8.45%
57.52%
29.73%
28.99%
27.89%
87.72%
29.86%
29.09%
27.98%
87.87%
1.29%
0.63%
6.59%
10.22%
0.49%
2.76%
11.46%
0.48%
2.75%
11.48%
1.00%
-0.89%
0.44%
5.66%
-0.90%
0.45%
5.68%
5.67%
1.76%
3.32%
13.59%
0.43%
10.84%
10.97%
37.90%
62.40%
7.80%
22.98%
45.40%
11.27%
9.80%
27.43%
57.69%
11.21%
9.74%
27.36%
57.60%
10.41%
11.71%
19.61%
10.45%
11.72%
21.41%
17.77%
37.32%
37.53%
14.30%
14.87%
18.84%
40.12%
44.56%
3.53%
-8.56%
-13.25%
4.81%
5.29%
-5.33%
-11.39%
0.23%
12.79%
0.88%
1.90%
19.26%
14.10%
4.30%
4.74%
14.20%
12.85%
1.38%
14.70%
8.35%
1.10%
7.25%
6.89%
-2.25%
4.27%
27.26%
7.68%
20.00%
40.20%
7.74%
4.25%
20.05%
40.19%
8.07%
3.06%
10.72%
36.10%
3.04%
10.77%
36.22%