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(2026/09/16)
3個月
4.46%
6個月
15.68%
一年
14.73%
三年
51.33%
-0.27%
5.44%
4.09%
N/A
-1.15%
4.44%
3.35%
24.43%
-0.65%
4.94%
3.80%
24.91%
-1.05%
3.94%
1.70%
18.05%
淨值(2026/09/15)
-10.28%
15.36%
18.47%
61.60%
-9.44%
15.15%
24.80%
61.21%
6.23%
2.80%
7.06%
-4.12%
5.50%
3.16%
4.23%
3.63%
2.45%
12.48%
21.71%
64.20%
2.50%
12.49%
21.75%
64.12%
12.54%
21.77%
64.29%
0.89%
10.85%
11.68%
51.84%
0.88%
10.77%
11.57%
51.87%
11.61%
51.74%
1.52%
12.67%
15.51%
64.54%
1.49%
12.66%
15.48%
64.56%
12.74%
15.50%
64.65%
-1.72%
0.81%
0.07%
19.98%
-1.90%
5.99%
0.53%
26.11%
-0.95%
11.00%
8.02%
34.49%
-13.87%
2.87%
17.93%
28.87%
-4.78%
-0.13%
37.95%
-4.89%
-0.23%
11.49%
37.74%
-4.79%
-0.38%
11.12%
37.49%
-4.75%
-0.08%
11.63%
37.90%
-5.19%
0.39%
8.46%
42.59%
0.40%
42.55%
0.37%
8.44%
-5.77%
-1.00%
5.72%
32.14%
5.67%
32.05%
-1.01%
5.68%
32.01%
5.39%
31.72%
0.75%
14.51%
25.09%
51.65%
1.33%
16.14%
28.93%
70.54%
-0.44%
3.74%
7.75%
27.37%
3.75%
7.76%
-0.79%
4.24%
27.95%
-0.80%
4.22%
27.97%
27.94%
-1.51%
2.72%
1.40%
21.21%
2.71%
1.39%
21.25%
1.41%
-0.90%
4.45%
30.71%
-0.91%
30.70%
-0.11%
5.07%
5.81%
35.12%
35.11%
0.56%
4.04%
6.22%
16.22%
0.55%
4.03%
6.21%
16.21%
-0.48%
0.34%
16.59%
0.33%
16.60%
-4.25%
14.95%
25.22%
60.16%
0.35%
12.64%
18.81%
42.20%
1.18%
7.87%
13.90%
42.14%
0.79%
7.27%
13.37%
45.17%
4.26%
9.24%
6.17%
34.25%
-1.79%
2.89%
-0.40%
5.37%
-4.20%
25.27%
60.17%
3.59%
10.32%
13.54%
57.62%
-6.87%
3.44%
10.50%
37.63%
-2.38%
3.37%
-3.03%
14.00%
0.90%
13.93%
20.80%
49.72%
1.13%
8.06%
15.59%
53.68%
-2.51%
2.62%
6.64%
39.02%
-3.09%
3.09%
3.81%
50.38%
1.10%
8.91%
15.03%
52.48%
-9.00%
18.34%
17.32%
44.61%
-8.95%
18.48%
17.50%
44.77%
-1.89%
-1.50%
-0.09%
7.09%
-2.11%
-0.71%
9.81%
-0.73%
-2.12%
9.83%
-0.72%
-2.84%
-2.33%
-4.55%
4.72%
-2.34%
4.74%
-2.24%
-0.96%
-1.86%
12.32%
-3.51%
8.79%
16.05%
58.97%
-5.03%
7.08%
6.30%
46.62%
-4.36%
9.01%
10.16%
59.32%
10.09%
-4.63%
4.41%
8.65%
27.92%
-4.64%
8.64%
27.89%
0.61%
11.08%
30.38%
38.16%
11.09%
38.19%
1.00%
12.08%
32.79%
6.46%
-7.00%
13.19%
5.08%
5.97%
-4.48%
4.62%
-2.36%
7.65%
-2.40%
18.69%
-1.21%
7.96%
10.27%
-2.27%
7.77%
-2.59%
14.76%
4.68%
3.77%
17.67%
-0.84%
5.53%
1.54%
27.63%
-6.58%
3.25%
31.14%
-6.53%
0.01%
3.29%
31.17%
-7.49%
0.16%
-2.52%
31.35%
-7.54%
0.20%
-2.50%
31.27%