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(2026/06/16)
3個月
24.93%
6個月
24.20%
一年
44.17%
三年
77.13%
23.43%
24.49%
54.10%
82.05%
淨值(2026/06/17)
10.55%
8.00%
18.10%
40.49%
5.34%
4.64%
7.91%
N/A
5.24%
4.63%
8.26%
24.37%
5.25%
4.59%
8.20%
24.23%
4.57%
3.38%
5.68%
17.20%
-3.23%
-5.48%
-1.53%
-7.78%
-2.21%
-6.69%
-1.24%
-1.93%
8.48%
9.61%
34.18%
65.28%
8.47%
9.59%
34.21%
65.27%
8.42%
8.61%
7.17%
21.29%
48.78%
7.25%
21.41%
48.84%
9.85%
9.31%
25.54%
60.84%
9.77%
9.26%
25.51%
60.74%
2.57%
2.30%
6.09%
16.09%
6.88%
1.02%
7.57%
22.09%
12.07%
8.14%
16.11%
30.09%
16.52%
23.75%
51.27%
30.24%
3.93%
8.94%
26.77%
42.22%
3.94%
8.96%
26.79%
42.24%
3.68%
8.63%
26.28%
41.86%
8.98%
26.64%
42.20%
5.03%
9.18%
22.00%
44.35%
5.04%
44.29%
5.01%
9.16%
21.98%
44.34%
44.33%
4.23%
7.76%
18.76%
33.54%
7.74%
18.71%
33.51%
4.22%
7.70%
18.64%
4.17%
7.67%
18.40%
33.15%
13.66%
16.22%
35.02%
49.38%
14.62%
18.14%
39.87%
69.19%
3.52%
3.91%
16.23%
30.30%
3.53%
4.54%
3.64%
10.58%
28.79%
4.53%
3.63%
10.57%
28.81%
28.78%
3.71%
2.37%
8.08%
21.09%
2.36%
8.09%
21.12%
21.10%
4.61%
4.03%
11.48%
30.52%
11.49%
4.49%
12.01%
35.53%
12.02%
35.52%
3.46%
3.43%
10.52%
21.15%
10.51%
4.74%
3.15%
3.45%
18.11%
18.12%
20.06%
29.76%
48.74%
56.69%
12.25%
13.55%
17.14%
39.40%
6.62%
9.33%
12.96%
42.99%
5.99%
9.14%
12.97%
44.59%
4.78%
7.50%
28.99%
3.85%
2.83%
-3.50%
-1.42%
19.99%
29.71%
48.64%
56.66%
5.77%
6.14%
14.37%
52.94%
10.47%
13.97%
31.60%
37.75%
4.44%
1.39%
-2.97%
12.92%
13.96%
19.66%
46.53%
6.39%
10.28%
15.50%
53.20%
4.72%
6.48%
11.31%
41.45%
5.31%
4.99%
11.91%
50.05%
7.72%
9.34%
15.93%
53.48%
30.49%
32.91%
28.16%
89.12%
30.62%
33.06%
28.33%
89.23%
0.12%
0.18%
6.05%
9.99%
1.27%
0.23%
2.84%
11.34%
1.26%
0.22%
11.37%
0.33%
-0.88%
0.71%
5.71%
-0.89%
5.73%
1.12%
0.55%
13.54%
13.53%
3.67%
13.47%
38.98%
60.68%
12.20%
10.87%
25.41%
44.46%
13.19%
30.04%
56.37%
13.13%
8.77%
11.79%
19.21%
17.12%
8.76%
11.78%
19.20%
17.07%
9.52%
19.45%
37.85%
31.32%
9.51%
19.44%
37.83%
31.30%
10.12%
20.62%
40.71%
38.06%
0.47%
-7.87%
-13.62%
0.54%
-0.10%
-6.56%
-14.10%
-5.25%
9.50%
3.95%
5.22%
9.89%
6.17%
5.14%
10.86%
9.54%
3.87%
4.70%
12.04%
1.65%
6.06%
5.45%
0.68%
6.51%
25.30%
7.04%
6.32%
21.62%
41.21%
6.99%
6.28%
21.57%
41.12%
8.27%
6.03%
13.70%
37.31%
8.37%
6.01%
13.78%
37.36%