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(2026/05/22)
3個月
17.12%
6個月
24.67%
一年
42.84%
三年
85.16%
17.30%
25.24%
49.96%
90.48%
4.79%
11.86%
18.04%
44.73%
3.19%
4.54%
9.25%
N/A
3.11%
9.70%
27.53%
3.03%
4.48%
9.61%
27.27%
2.43%
3.31%
7.03%
20.17%
淨值(2026/05/25)
-6.81%
-9.32%
-0.39%
-5.96%
-8.11%
-8.64%
2.17%
2.08%
3.73%
11.81%
31.65%
67.88%
3.76%
31.63%
67.89%
31.56%
2.64%
9.04%
21.28%
51.64%
2.60%
8.95%
21.20%
51.60%
2.57%
8.96%
51.53%
3.57%
11.29%
25.35%
63.27%
3.53%
11.22%
25.27%
63.12%
63.10%
-5.55%
3.20%
8.05%
24.77%
2.81%
3.36%
10.19%
28.12%
4.17%
8.08%
20.03%
37.14%
6.69%
28.29%
53.02%
33.19%
0.52%
13.13%
30.04%
47.55%
0.49%
13.14%
30.07%
47.56%
0.27%
12.81%
29.55%
47.17%
0.51%
13.15%
29.91%
47.49%
13.21%
26.76%
49.64%
49.58%
0.50%
13.19%
26.73%
49.63%
49.62%
-0.23%
11.76%
23.39%
38.44%
11.74%
23.34%
38.47%
11.71%
23.21%
-0.28%
11.62%
23.01%
38.06%
3.42%
17.73%
36.99%
57.29%
4.28%
19.70%
41.95%
78.38%
0.19%
3.99%
14.97%
31.28%
14.98%
31.29%
0.12%
3.01%
10.50%
28.38%
0.11%
2.99%
10.49%
28.40%
28.41%
3.00%
28.36%
-0.52%
2.22%
8.43%
22.31%
2.21%
8.44%
22.35%
22.32%
0.22%
3.96%
11.85%
31.40%
1.09%
4.16%
12.34%
35.85%
12.35%
35.84%
0.24%
2.12%
7.35%
19.33%
0.23%
2.11%
7.34%
19.32%
-0.05%
1.67%
2.33%
16.19%
2.32%
8.69%
26.19%
63.16%
4.42%
13.97%
16.06%
39.86%
10.14%
44.93%
0.29%
11.14%
8.77%
41.64%
0.66%
1.65%
14.40%
40.60%
2.40%
-5.12%
8.70%
26.24%
63.21%
1.33%
10.30%
14.07%
54.49%
8.61%
20.09%
33.76%
44.90%
0.76%
2.93%
-2.42%
7.62%
4.62%
14.25%
18.96%
46.60%
0.92%
12.49%
11.30%
50.33%
-1.25%
5.09%
7.87%
40.13%
-2.84%
5.97%
10.93%
50.50%
1.76%
10.54%
15.97%
56.03%
19.91%
23.57%
15.33%
91.60%
19.93%
23.59%
15.34%
91.67%
-2.46%
-0.93%
5.25%
9.42%
-0.92%
-2.17%
-1.51%
9.87%
-2.18%
2.92%
9.89%
-2.96%
-2.15%
1.07%
5.26%
1.08%
5.28%
5.27%
-2.95%
-2.29%
-0.65%
4.08%
12.92%
4.07%
7.66%
16.94%
41.52%
72.25%
7.71%
17.00%
41.60%
72.34%
6.41%
14.00%
30.11%
54.99%
7.51%
16.46%
34.86%
67.51%
7.45%
16.40%
34.78%
67.42%
1.04%
20.56%
20.30%
20.54%
20.29%
4.32%
20.53%
37.80%
34.44%
4.31%
20.51%
37.81%
4.85%
21.69%
40.66%
41.39%
-3.18%
-6.42%
-11.40%
5.39%
-1.61%
-7.20%
-13.85%
-1.89%
3.68%
5.24%
7.41%
23.72%
4.44%
4.35%
15.26%
3.66%
5.18%
6.82%
18.75%
3.05%
2.66%
6.68%
20.60%
3.41%
29.66%
4.67%
6.57%
20.50%
42.96%
4.69%
6.60%
20.46%
43.05%
6.11%
14.80%
38.99%
4.39%
6.04%
14.69%
38.94%