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(2026/01/30)
3個月
-1.75%
6個月
1.13%
一年
1.75%
三年
N/A
-1.72%
1.39%
2.71%
24.47%
-1.12%
1.99%
3.29%
25.08%
-1.67%
0.80%
1.32%
18.02%
2.01%
9.03%
11.96%
46.93%
淨值(2026/01/29)
3.97%
19.43%
7.70%
80.04%
1.65%
13.20%
12.31%
74.50%
1.92%
5.60%
-13.45%
0.06%
4.73%
9.46%
-1.25%
7.64%
20.84%
18.65%
70.84%
7.65%
20.85%
18.66%
70.79%
4.17%
12.56%
20.15%
55.40%
4.18%
12.53%
20.11%
55.41%
4.24%
12.65%
5.23%
14.58%
23.79%
65.64%
5.29%
23.89%
65.71%
65.46%
6.22%
8.49%
13.01%
25.16%
-0.48%
4.05%
5.73%
33.90%
0.53%
7.61%
9.15%
35.70%
9.16%
26.60%
48.06%
18.53%
8.40%
17.34%
20.47%
43.49%
17.37%
20.45%
43.50%
8.18%
17.11%
20.29%
43.53%
8.38%
17.20%
20.32%
6.91%
13.55%
25.19%
45.56%
25.17%
45.52%
25.20%
45.58%
25.21%
6.33%
12.11%
21.77%
34.74%
6.29%
12.04%
21.68%
34.77%
6.28%
12.05%
21.60%
34.60%
6.23%
11.80%
21.40%
34.48%
6.77%
16.30%
19.15%
53.86%
18.24%
23.39%
75.13%
3.61%
10.69%
8.32%
31.15%
1.64%
5.96%
11.31%
28.85%
11.36%
28.87%
28.84%
1.26%
5.15%
9.48%
23.31%
5.14%
9.52%
23.34%
23.35%
1.27%
23.32%
2.13%
6.88%
12.79%
31.06%
6.87%
12.82%
31.07%
1.37%
5.79%
12.25%
37.52%
37.51%
2.07%
4.67%
-1.39%
18.00%
-1.40%
-0.20%
-0.67%
3.24%
14.42%
-0.68%
21.39%
39.72%
28.11%
3.73%
7.07%
9.10%
31.01%
3.92%
5.85%
40.27%
4.63%
5.55%
12.94%
43.51%
-1.63%
4.33%
8.04%
39.52%
-3.16%
-7.76%
-15.97%
-3.48%
6.21%
21.33%
39.67%
28.06%
4.87%
7.12%
14.29%
51.11%
4.30%
13.96%
25.29%
34.67%
-0.38%
-4.41%
-4.16%
5.65%
3.58%
7.87%
11.58%
37.03%
5.20%
6.74%
15.49%
52.60%
-0.73%
1.73%
3.60%
39.20%
2.12%
5.42%
18.15%
52.34%
4.55%
7.76%
13.36%
51.63%
-2.49%
1.09%
-1.73%
64.92%
-2.48%
1.05%
-1.76%
64.91%
1.25%
5.05%
1.86%
8.45%
1.87%
8.46%
-0.31%
1.83%
5.24%
8.58%
5.27%
8.59%
-0.43%
3.75%
5.04%
3.78%
5.06%
3.76%
0.35%
2.88%
6.78%
11.89%
2.87%
6.80%
11.90%
0.86%
18.78%
70.85%
-2.34%
11.20%
54.72%
-1.32%
13.27%
24.03%
65.61%
1.54%
8.16%
15.82%
13.03%
1.51%
8.11%
15.74%
13.00%
8.30%
15.75%
20.74%
25.49%
15.72%
8.85%
16.98%
22.62%
32.02%
-7.38%
-6.52%
14.74%
-5.87%
-10.63%
-18.04%
4.82%
-3.81%
-0.54%
21.15%
-6.16%
-4.14%
-11.01%
10.87%
-4.05%
-1.02%
15.34%
-2.68%
-0.05%
-4.73%
25.37%
-0.22%
3.00%
9.11%
37.02%
-0.15%
9.36%
38.83%
-0.21%
9.43%
5.10%
38.79%
-2.45%
3.66%
9.91%
34.17%
-2.42%
9.99%
34.28%