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(2026/05/14)
3個月
18.70%
6個月
22.80%
一年
43.54%
三年
91.97%
18.67%
24.25%
49.32%
96.73%
2.91%
8.20%
16.28%
44.67%
淨值(2026/05/15)
2.93%
2.44%
7.55%
N/A
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%
4.21%
10.98%
31.96%
71.11%
4.25%
31.93%
71.05%
4.27%
10.97%
32.03%
71.21%
3.29%
7.43%
22.56%
55.38%
3.35%
7.46%
22.64%
55.46%
4.31%
9.78%
26.86%
67.10%
4.24%
9.66%
26.80%
66.99%
9.70%
-7.85%
-0.27%
4.75%
18.04%
3.39%
0.40%
9.03%
29.02%
5.31%
4.93%
16.88%
34.46%
7.24%
22.24%
51.24%
32.92%
1.78%
12.68%
31.57%
50.85%
1.75%
12.70%
31.60%
50.87%
1.69%
12.55%
31.28%
50.70%
12.71%
31.44%
50.79%
1.91%
12.23%
29.07%
53.53%
1.90%
53.47%
1.89%
12.21%
29.05%
29.08%
53.52%
1.21%
10.81%
25.63%
42.05%
10.79%
25.58%
42.07%
10.77%
25.45%
42.03%
1.16%
10.67%
25.25%
41.65%
1.79%
11.95%
31.67%
54.52%
2.64%
13.84%
36.50%
75.36%
0.46%
4.18%
14.73%
31.16%
0.24%
2.57%
28.54%
0.22%
2.55%
10.78%
28.56%
0.23%
28.57%
2.56%
28.52%
-0.07%
1.95%
8.89%
22.88%
1.94%
8.90%
22.91%
0.63%
3.64%
12.37%
31.74%
0.62%
3.63%
12.38%
1.36%
3.94%
12.54%
36.04%
36.03%
-0.19%
6.22%
18.46%
-0.20%
6.21%
-0.30%
1.38%
2.16%
15.86%
1.93%
15.87%
7.62%
17.73%
41.33%
53.65%
-0.35%
5.54%
27.97%
6.88%
8.84%
41.10%
-0.13%
7.05%
8.63%
38.90%
-2.48%
-2.45%
9.39%
36.86%
2.38%
0.66%
-5.53%
0.20%
7.56%
17.70%
41.25%
53.61%
1.26%
7.28%
15.32%
54.07%
9.05%
16.91%
33.57%
47.45%
0.92%
1.24%
-1.59%
7.76%
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%
11.16%
6.55%
81.41%
12.73%
6.58%
81.35%
-2.32%
4.70%
7.74%
4.71%
-2.08%
-1.15%
2.89%
-2.09%
-1.16%
2.88%
8.38%
-2.67%
-1.74%
1.09%
4.05%
-2.68%
-1.75%
4.07%
4.06%
-2.05%
-0.28%
4.14%
11.53%
7.83%
13.92%
39.27%
77.48%
7.88%
13.98%
39.35%
77.57%
6.78%
10.25%
60.68%
7.86%
12.61%
33.84%
73.35%
淨值(2026/05/13)
-0.33%
4.50%
19.01%
19.69%
-0.31%
4.49%
19.71%
4.85%
16.79%
33.55%
35.32%
16.82%
33.54%
35.33%
5.37%
17.97%
36.34%
42.31%
-4.26%
-8.85%
-11.29%
5.26%
-2.87%
-9.38%
-14.84%
-2.13%
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%
4.53%
19.41%
43.05%
5.65%
19.31%
42.96%
4.35%
14.70%
39.58%
4.47%
4.51%
14.69%
39.66%