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(2026/06/05)
3個月
18.14%
6個月
16.35%
一年
38.08%
三年
75.34%
17.34%
17.20%
45.28%
79.79%
8.56%
7.96%
17.57%
44.70%
淨值(2026/06/08)
4.22%
2.40%
6.80%
N/A
4.17%
2.39%
7.22%
25.19%
4.13%
2.37%
7.16%
25.06%
3.52%
1.24%
4.66%
18.01%
-4.42%
-6.19%
-1.14%
-7.49%
-4.85%
-7.02%
-0.33%
-0.50%
5.22%
8.34%
31.41%
67.75%
8.40%
31.46%
67.83%
5.16%
4.81%
5.50%
20.82%
51.47%
4.83%
5.46%
20.81%
51.57%
4.88%
5.90%
7.52%
24.92%
63.56%
5.91%
7.55%
24.98%
5.89%
7.59%
25.00%
63.67%
-4.45%
-0.47%
4.30%
17.55%
4.14%
-0.54%
6.77%
25.35%
7.37%
5.19%
15.27%
32.26%
18.59%
26.43%
58.96%
40.15%
2.32%
8.73%
26.02%
45.26%
2.31%
8.75%
26.04%
45.29%
2.07%
8.43%
25.54%
44.91%
2.34%
8.76%
25.89%
45.24%
3.00%
8.66%
22.68%
47.71%
3.01%
47.65%
2.99%
8.64%
22.66%
47.69%
2.25%
7.26%
19.46%
36.59%
2.26%
7.24%
19.41%
36.61%
7.21%
19.34%
36.60%
2.19%
7.14%
19.10%
36.22%
9.59%
14.97%
33.38%
52.06%
10.56%
16.92%
38.21%
72.42%
1.23%
3.03%
14.26%
30.80%
3.04%
14.27%
1.71%
2.27%
9.84%
28.15%
1.70%
28.18%
28.14%
1.09%
1.19%
7.63%
21.78%
1.18%
7.64%
21.81%
1.89%
2.86%
10.98%
31.27%
10.99%
31.26%
2.20%
3.25%
11.52%
35.25%
11.53%
7.25%
19.21%
1.22%
2.24%
7.23%
19.20%
1.90%
1.53%
2.03%
16.48%
2.02%
16.49%
14.82%
21.52%
42.99%
56.51%
8.19%
10.37%
13.20%
37.59%
3.76%
10.47%
41.50%
3.64%
7.48%
43.04%
1.00%
-2.95%
7.58%
32.07%
2.75%
-0.12%
-5.02%
-1.02%
14.80%
21.56%
42.96%
56.56%
3.10%
5.66%
12.39%
55.07%
11.42%
14.49%
33.25%
45.08%
2.55%
-0.88%
-4.17%
6.82%
8.54%
10.86%
15.97%
44.47%
4.21%
8.74%
10.03%
51.76%
6.84%
40.87%
2.77%
3.43%
8.27%
50.97%
4.32%
7.46%
13.54%
52.52%
23.29%
22.73%
21.69%
83.05%
23.31%
22.65%
21.61%
83.08%
-1.62%
-0.45%
4.55%
9.10%
4.56%
-0.85%
-0.73%
9.89%
-0.86%
9.91%
-1.65%
-1.70%
0.34%
4.97%
4.99%
-1.71%
-0.94%
-0.25%
3.26%
12.85%
3.27%
9.74%
11.09%
38.28%
67.52%
9.31%
8.04%
26.81%
50.72%
10.33%
63.31%
10.27%
4.71%
7.83%
19.24%
20.76%
4.68%
7.78%
19.22%
20.75%
9.39%
16.97%
36.23%
32.22%
9.38%
16.95%
36.18%
32.19%
9.96%
18.11%
39.03%
-2.30%
-9.42%
-14.43%
-2.11%
-8.73%
-15.19%
-4.49%
7.49%
0.43%
3.87%
19.78%
1.37%
2.64%
11.98%
0.38%
3.28%
15.00%
0.52%
5.76%
18.28%
3.13%
0.40%
7.84%
28.83%
4.46%
3.46%
18.67%
41.63%
4.49%
3.44%
18.65%
41.70%
2.73%
12.76%
38.20%
5.08%
2.65%
12.64%