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(2026/05/15)
3個月
16.05%
6個月
20.06%
一年
40.16%
三年
86.53%
16.16%
21.62%
46.49%
91.04%
1.82%
7.06%
15.53%
42.86%
2.93%
2.44%
7.55%
N/A
2.91%
2.51%
8.05%
26.68%
2.85%
2.42%
7.98%
26.46%
2.22%
1.30%
5.46%
19.43%
-8.97%
-9.65%
-4.13%
-10.51%
-10.85%
-9.60%
-0.39%
-4.32%
3.20%
9.91%
30.49%
68.80%
3.21%
9.87%
30.50%
68.66%
9.84%
6.32%
20.78%
53.43%
2.19%
6.25%
20.71%
53.37%
3.10%
8.50%
24.88%
64.80%
3.05%
8.41%
24.81%
64.72%
8.43%
-7.85%
-0.27%
4.75%
18.04%
2.12%
-0.83%
7.44%
27.11%
5.31%
4.93%
16.88%
34.46%
7.24%
22.24%
51.24%
32.92%
-0.23%
10.46%
28.56%
46.90%
-0.26%
10.48%
28.59%
46.92%
-0.32%
10.32%
28.27%
46.76%
10.49%
28.43%
46.85%
-0.20%
25.72%
49.55%
-0.21%
49.49%
-0.22%
9.89%
25.69%
49.54%
49.53%
-0.88%
8.53%
22.39%
38.41%
8.51%
22.33%
38.43%
8.48%
22.21%
38.39%
-0.93%
8.39%
22.01%
38.02%
1.79%
11.95%
31.67%
54.52%
2.64%
13.84%
36.50%
75.36%
-0.36%
3.33%
13.78%
30.01%
13.77%
-0.48%
9.54%
27.73%
-0.50%
1.81%
9.53%
27.76%
-0.49%
27.72%
-0.94%
1.06%
7.70%
21.90%
1.05%
7.71%
21.93%
-0.95%
-0.29%
2.69%
11.06%
30.64%
11.07%
30.65%
0.59%
3.16%
11.37%
35.44%
0.60%
35.43%
-0.52%
6.02%
17.77%
-1.25%
1.47%
5.99%
17.50%
-0.76%
0.91%
1.51%
15.24%
-1.30%
0.36%
1.49%
15.19%
7.62%
17.73%
41.33%
53.65%
-0.35%
5.54%
27.97%
0.40%
6.88%
8.84%
41.10%
-0.13%
7.05%
8.63%
38.90%
-2.48%
-2.45%
9.39%
36.86%
1.25%
-0.45%
-7.33%
7.56%
17.70%
41.25%
53.61%
1.26%
7.28%
15.32%
54.07%
15.38%
32.12%
44.41%
-0.62%
-0.30%
-3.65%
5.71%
0.19%
5.95%
11.02%
34.83%
0.49%
8.35%
11.13%
47.40%
-0.99%
2.58%
5.91%
40.01%
-2.82%
2.73%
10.11%
49.87%
0.58%
7.35%
12.83%
51.67%
淨值(2026/05/18)
13.63%
14.89%
5.58%
79.24%
13.66%
5.59%
79.41%
-3.00%
3.91%
7.26%
7.25%
-2.76%
-1.83%
8.01%
8.04%
-3.42%
-2.49%
0.07%
3.63%
-2.50%
0.08%
3.65%
3.64%
-2.81%
-1.06%
3.04%
11.05%
6.59%
12.61%
37.97%
73.83%
6.64%
12.67%
38.05%
73.92%
8.88%
27.49%
57.50%
6.47%
11.16%
32.02%
69.71%
-1.81%
3.43%
16.91%
16.63%
-1.78%
4.85%
16.79%
33.55%
35.32%
16.82%
33.54%
35.33%
5.37%
17.97%
36.34%
42.31%
-5.16%
-9.70%
-12.83%
3.84%
-3.37%
-9.84%
-16.16%
-3.01%
0.68%
5.16%
23.93%
0.69%
1.22%
15.97%
3.59%
0.54%
4.55%
18.91%
3.32%
-0.16%
5.23%
22.00%
1.33%
-0.03%
9.21%
30.74%
3.93%
4.63%
18.73%
41.80%
3.49%
4.16%
18.75%
41.75%
3.23%
13.52%
38.48%
38.26%