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(2026/06/10)
3個月
14.54%
6個月
12.43%
一年
33.26%
三年
69.34%
13.94%
14.08%
40.90%
74.49%
淨值(2026/06/11)
6.18%
4.53%
12.57%
41.14%
3.96%
2.27%
6.52%
N/A
3.91%
6.92%
24.99%
3.86%
2.21%
6.87%
24.84%
3.16%
1.07%
4.37%
17.73%
-3.07%
-5.34%
-2.07%
-7.22%
-3.56%
-7.27%
-1.85%
-0.58%
4.26%
6.96%
28.12%
64.55%
7.08%
28.23%
64.61%
4.32%
7.02%
28.19%
64.64%
3.89%
3.43%
17.20%
47.91%
3.40%
17.23%
47.92%
4.90%
5.48%
21.29%
59.77%
4.88%
5.49%
21.25%
59.83%
4.82%
21.20%
-2.79%
-1.48%
1.74%
15.46%
3.45%
-1.86%
4.25%
23.90%
5.50%
2.91%
10.99%
28.99%
11.90%
18.21%
45.63%
28.87%
0.75%
7.55%
24.07%
42.37%
7.57%
24.09%
42.40%
0.51%
7.25%
23.59%
42.02%
0.76%
7.59%
23.95%
42.36%
1.31%
6.89%
20.35%
44.23%
44.18%
1.29%
20.32%
44.22%
0.59%
5.53%
17.18%
33.38%
0.60%
5.51%
17.13%
33.40%
5.47%
17.07%
0.54%
5.41%
16.82%
33.03%
8.63%
12.48%
28.84%
48.10%
9.53%
14.35%
33.45%
67.80%
3.07%
13.38%
29.82%
1.08%
13.39%
1.71%
1.99%
8.85%
27.52%
1.69%
1.98%
27.54%
27.55%
27.51%
0.88%
0.67%
6.39%
20.42%
0.87%
6.40%
20.45%
1.60%
2.30%
9.70%
29.77%
1.61%
9.71%
29.78%
2.18%
2.75%
10.44%
34.38%
34.37%
1.11%
2.49%
7.15%
19.34%
1.10%
2.48%
7.14%
19.33%
1.62%
0.99%
1.43%
16.01%
1.42%
16.02%
13.23%
21.62%
40.54%
53.54%
8.44%
10.63%
13.51%
38.25%
3.28%
6.69%
9.41%
40.36%
4.35%
8.26%
8.80%
44.55%
1.04%
-3.63%
5.19%
29.68%
-1.00%
-7.31%
-2.04%
13.28%
40.49%
53.60%
3.19%
5.18%
12.04%
53.80%
6.43%
8.98%
24.53%
37.72%
0.92%
-1.76%
-6.27%
5.22%
9.06%
11.07%
16.08%
45.45%
4.84%
9.49%
11.23%
53.26%
2.77%
3.47%
8.54%
40.79%
2.34%
1.37%
8.88%
50.75%
4.16%
6.74%
12.26%
51.48%
26.54%
27.35%
21.91%
84.86%
23.43%
24.30%
18.87%
80.24%
-1.52%
0.12%
4.63%
9.33%
-0.68%
-0.47%
2.15%
10.19%
-0.69%
10.21%
-1.64%
-1.61%
0.04%
-1.65%
0.05%
4.86%
4.85%
-0.97%
-0.18%
2.98%
12.66%
-0.19%
6.84%
8.15%
32.85%
62.04%
6.41%
4.43%
21.34%
45.05%
7.39%
6.56%
25.65%
57.12%
5.57%
13.97%
19.09%
3.46%
13.95%
19.03%
7.99%
16.05%
34.83%
31.77%
8.00%
34.86%
31.79%
8.57%
17.16%
37.66%
38.59%
-2.50%
-9.07%
-15.41%
2.78%
-1.71%
-8.37%
-16.34%
-4.32%
6.36%
-0.56%
2.82%
19.37%
6.30%
0.79%
1.92%
10.74%
6.34%
-0.64%
2.22%
14.59%
2.37%
-0.34%
2.70%
17.29%
1.85%
3.63%
25.89%
3.12%
2.51%
16.62%
39.74%
2.44%
39.80%
3.68%
1.01%
10.31%
35.74%
3.60%
10.18%
35.59%