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(2026/09/18)
3個月
5.01%
6個月
16.87%
一年
14.75%
三年
54.06%
-0.35%
6.78%
4.04%
N/A
-1.22%
5.75%
3.28%
25.22%
-0.74%
6.25%
3.72%
25.69%
-1.10%
5.26%
1.64%
18.80%
淨值(2026/09/17)
-7.78%
14.32%
20.82%
63.88%
-6.90%
14.34%
28.14%
63.64%
7.83%
4.46%
7.08%
-2.51%
7.74%
4.03%
4.20%
4.51%
3.77%
10.82%
22.70%
64.55%
3.79%
10.83%
22.71%
64.45%
3.83%
22.77%
64.64%
2.14%
8.96%
11.92%
51.95%
2.10%
8.90%
11.85%
51.99%
9.04%
2.76%
10.78%
15.66%
64.75%
2.80%
10.84%
64.80%
2.82%
10.85%
15.73%
64.85%
-3.23%
-0.88%
-1.87%
18.50%
-0.54%
8.20%
1.53%
27.60%
-1.06%
10.81%
7.44%
35.38%
-11.44%
1.28%
18.16%
31.29%
-3.78%
-0.18%
13.20%
39.14%
-3.89%
-0.28%
13.09%
38.93%
-3.79%
-0.43%
12.71%
38.69%
-3.75%
-0.13%
13.22%
39.09%
-4.26%
0.20%
9.50%
43.72%
-4.25%
0.21%
43.68%
0.18%
9.48%
43.71%
9.51%
-4.86%
-1.19%
6.74%
33.14%
6.67%
33.04%
-1.20%
6.69%
33.00%
-1.24%
6.38%
32.71%
-3.31%
14.43%
23.23%
51.74%
-2.75%
15.98%
26.96%
70.57%
0.42%
8.70%
27.96%
3.29%
8.71%
-0.03%
3.68%
4.67%
28.43%
3.67%
4.64%
28.46%
3.69%
4.66%
-0.77%
2.08%
1.79%
21.59%
2.07%
1.78%
21.63%
21.60%
-0.12%
3.61%
4.85%
31.20%
4.84%
4.83%
0.66%
4.57%
6.20%
35.68%
35.67%
0.24%
4.24%
5.74%
15.96%
5.73%
15.95%
-0.45%
4.32%
0.15%
16.81%
-0.46%
0.14%
-5.80%
15.10%
24.84%
62.31%
-1.18%
12.46%
17.27%
44.27%
-0.15%
7.71%
12.57%
42.33%
1.21%
6.33%
13.88%
46.77%
4.08%
8.01%
3.43%
33.09%
-2.00%
4.65%
-0.68%
7.10%
-5.86%
15.08%
24.82%
62.27%
4.73%
9.12%
13.25%
58.46%
-5.73%
4.17%
10.94%
39.80%
-2.20%
-3.32%
15.01%
-0.71%
13.72%
19.04%
51.77%
7.11%
16.08%
55.34%
-3.18%
4.14%
6.46%
40.68%
-3.38%
3.62%
51.04%
-0.06%
8.47%
13.45%
52.24%
-10.58%
19.00%
18.20%
48.38%
19.11%
18.33%
48.59%
-1.42%
-1.48%
0.74%
7.69%
7.70%
-1.73%
-0.78%
-1.63%
10.34%
-0.79%
-1.64%
10.36%
-2.45%
-2.46%
-4.07%
5.19%
-2.47%
-4.08%
5.21%
-1.84%
-1.08%
-1.39%
12.87%
-1.40%
12.86%
-1.27%
9.62%
18.83%
61.03%
-2.87%
7.77%
48.35%
-2.23%
9.63%
12.02%
61.20%
-5.14%
5.62%
28.03%
-5.12%
5.65%
7.76%
28.02%
-0.24%
12.96%
29.89%
40.65%
-0.26%
12.95%
29.85%
40.63%
0.12%
13.98%
32.29%
47.82%
4.60%
6.55%
-7.77%
13.49%
4.82%
7.01%
-5.25%
5.68%
-2.36%
10.22%
-2.55%
20.03%
-2.60%
10.04%
11.66%
-2.27%
10.37%
-2.72%
16.05%
0.72%
5.02%
20.38%
0.71%
4.16%
1.98%
29.93%
6.95%
36.18%
-3.86%
4.12%
6.96%
36.22%
-4.53%
4.22%
1.18%
36.99%
-4.56%
4.21%
36.98%