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(2025/12/31)
3個月
5.49%
6個月
13.41%
一年
14.99%
三年
73.35%
8.83%
19.20%
10.22%
77.38%
4.66%
8.46%
14.40%
54.11%
8.66%
8.36%
-7.26%
-0.11%
8.65%
8.02%
5.15%
9.56%
-0.45%
1.85%
3.16%
21.14%
0.16%
3.08%
28.50%
-0.54%
2.19%
3.58%
N/A
2.47%
4.60%
27.88%
6.59%
19.57%
18.36%
70.10%
6.57%
19.55%
18.33%
70.04%
2.38%
11.94%
19.93%
55.18%
2.36%
12.01%
19.96%
55.16%
3.26%
13.67%
23.41%
66.10%
3.32%
13.66%
23.42%
66.20%
0.27%
2.41%
9.74%
28.86%
2.42%
5.13%
9.67%
42.22%
2.83%
7.59%
12.39%
44.91%
淨值(2025/12/30)
8.32%
22.63%
35.04%
19.43%
6.50%
14.31%
17.45%
41.47%
6.49%
17.41%
41.49%
6.34%
14.20%
17.33%
41.59%
6.48%
14.16%
17.30%
4.39%
10.93%
21.89%
44.32%
21.86%
44.28%
44.35%
10.94%
21.90%
44.33%
3.76%
9.45%
18.63%
33.45%
3.70%
9.39%
18.55%
33.48%
3.72%
9.36%
18.44%
33.33%
3.66%
9.16%
18.34%
33.22%
15.17%
15.46%
56.53%
9.20%
17.22%
19.83%
78.57%
3.49%
9.91%
7.95%
32.12%
9.92%
7.96%
32.11%
1.26%
6.00%
11.25%
30.61%
6.01%
11.30%
30.63%
11.24%
0.59%
4.81%
9.25%
24.46%
4.83%
9.30%
24.48%
24.49%
9.26%
1.39%
6.43%
32.88%
6.44%
12.42%
1.42%
6.47%
12.50%
40.67%
40.66%
1.33%
4.25%
-1.18%
-1.77%
-0.76%
3.12%
-0.77%
3.42%
17.28%
30.48%
31.12%
3.18%
5.04%
11.98%
37.43%
3.98%
9.88%
43.51%
5.24%
5.28%
16.92%
47.01%
1.18%
6.75%
10.63%
52.17%
-2.31%
-5.64%
-11.52%
-0.16%
3.48%
17.25%
30.46%
31.13%
3.97%
7.03%
17.97%
56.47%
4.13%
12.63%
22.77%
40.02%
-2.35%
-5.58%
0.36%
3.54%
6.40%
15.31%
44.58%
5.78%
19.44%
56.43%
3.79%
9.04%
40.63%
1.37%
3.84%
23.67%
54.76%
8.47%
16.34%
56.07%
-0.46%
0.12%
-2.03%
73.23%
-0.47%
0.14%
-2.05%
73.20%
1.84%
4.16%
10.35%
4.17%
1.38%
10.36%
0.26%
1.81%
5.01%
11.21%
0.25%
11.23%
-0.27%
0.78%
3.43%
6.91%
0.79%
3.46%
6.92%
0.51%
2.30%
6.27%
14.41%
0.50%
2.31%
6.28%
4.19%
19.32%
19.58%
69.20%
0.07%
11.69%
20.87%
52.90%
0.98%
13.53%
24.66%
65.30%
5.96%
14.94%
17.35%
1.27%
5.97%
14.93%
8.23%
17.75%
30.05%
17.76%
16.35%
30.07%
8.85%
19.09%
18.22%
36.98%
-3.25%
-7.50%
1.16%
24.99%
-3.21%
-7.55%
-10.82%
13.58%
-3.32%
-0.80%
5.08%
26.60%
-3.41%
-0.56%
-7.36%
15.34%
-3.54%
-1.25%
3.74%
20.25%
3.39%
5.48%
1.15%
32.53%
3.23%
5.56%
14.04%
46.14%
3.21%
11.46%
7.05%
41.72%
11.36%
6.99%
41.69%
6.02%
11.61%
38.39%
-0.05%
6.03%
11.68%