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(2026/05/18)
3個月
13.93%
6個月
20.71%
一年
36.85%
三年
79.60%
14.00%
21.96%
43.02%
84.06%
2.90%
9.52%
16.11%
43.97%
2.57%
3.64%
7.12%
N/A
2.53%
3.69%
7.60%
26.98%
2.52%
7.56%
26.80%
1.87%
2.51%
5.02%
19.71%
-9.98%
-9.77%
-6.39%
-10.64%
-11.22%
-9.24%
-2.11%
-3.42%
淨值(2026/05/15)
3.20%
9.91%
30.49%
68.80%
3.21%
9.87%
30.50%
68.66%
9.84%
2.22%
6.32%
20.78%
53.43%
2.19%
6.25%
53.37%
3.10%
8.50%
24.88%
64.80%
3.05%
8.41%
24.81%
64.72%
8.43%
-7.53%
2.70%
4.50%
18.90%
1.24%
1.69%
7.36%
26.62%
3.94%
16.03%
32.74%
4.93%
23.00%
49.88%
32.92%
-0.34%
11.94%
28.11%
46.37%
-0.36%
11.96%
28.14%
46.38%
-0.43%
11.80%
27.81%
46.22%
11.97%
27.98%
46.31%
-0.28%
11.58%
25.25%
48.87%
48.81%
-0.30%
11.56%
25.23%
48.86%
25.26%
48.85%
-0.99%
10.17%
21.90%
37.71%
10.15%
21.85%
37.74%
10.12%
21.72%
-1.04%
10.03%
21.53%
37.33%
0.07%
14.19%
28.98%
48.29%
0.91%
33.68%
68.29%
3.33%
13.78%
30.01%
13.77%
-0.53%
2.49%
9.12%
27.55%
-0.55%
2.48%
9.11%
27.58%
-0.54%
27.54%
-0.94%
1.06%
7.70%
1.05%
7.71%
21.93%
-0.95%
-0.38%
3.41%
10.56%
30.62%
3.40%
0.54%
3.75%
11.09%
35.09%
6.10%
18.43%
-0.44%
2.18%
6.08%
18.42%
-0.65%
1.11%
1.55%
15.73%
1.12%
1.54%
5.42%
18.97%
40.50%
53.67%
-1.75%
8.16%
7.88%
28.55%
0.16%
8.53%
8.64%
40.90%
-2.27%
7.87%
6.65%
39.03%
-2.43%
0.18%
8.94%
35.79%
0.47%
1.37%
-8.04%
-1.30%
5.44%
40.52%
53.69%
-0.27%
7.84%
13.06%
54.37%
7.37%
17.85%
32.22%
45.31%
-1.06%
1.90%
-4.02%
6.71%
-1.42%
8.55%
10.77%
35.11%
-1.68%
9.17%
47.53%
-1.72%
5.15%
5.17%
39.53%
-3.22%
5.70%
9.75%
50.13%
0.41%
9.07%
12.80%
51.82%
淨值(2026/05/19)
13.16%
15.43%
6.41%
77.38%
13.20%
15.46%
6.37%
77.51%
-3.06%
3.70%
8.23%
8.22%
-2.77%
-1.88%
1.62%
8.88%
-2.78%
-1.89%
1.61%
8.90%
8.87%
-3.47%
-2.52%
-0.12%
4.33%
-2.53%
4.35%
-3.46%
4.34%
-2.85%
2.83%
11.95%
2.82%
6.59%
12.61%
37.97%
73.83%
6.64%
12.67%
38.05%
73.92%
5.46%
27.49%
57.50%
6.47%
11.16%
32.02%
69.71%
-1.31%
6.33%
16.75%
17.41%
-1.25%
6.36%
16.77%
17.46%
3.97%
18.80%
33.12%
33.28%
3.99%
33.11%
33.27%
4.49%
19.95%
35.84%
40.13%
-4.46%
-6.97%
-12.31%
5.23%
-2.98%
-7.45%
-15.98%
-2.68%
2.59%
2.88%
4.48%
23.70%
3.77%
2.26%
-0.03%
15.11%
2.58%
2.75%
3.86%
18.69%
2.39%
0.14%
3.49%
21.33%
0.72%
0.64%
30.60%
5.76%
17.92%
41.34%
3.51%
5.78%
17.93%
41.44%
3.24%
4.65%
12.79%
37.95%
3.31%
4.63%
12.82%