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(2026/06/03)
3個月
25.43%
6個月
25.02%
一年
46.80%
三年
86.10%
24.74%
25.35%
53.79%
90.77%
10.45%
8.90%
19.69%
45.64%
4.51%
3.53%
8.35%
N/A
4.43%
3.51%
8.77%
26.56%
4.41%
3.44%
8.69%
26.35%
3.77%
2.31%
6.20%
19.30%
-9.01%
-10.57%
-4.89%
-11.23%
-8.97%
-10.97%
-2.94%
-3.95%
6.25%
9.94%
32.11%
69.28%
6.28%
9.89%
32.07%
69.13%
6.31%
10.01%
32.19%
69.38%
5.82%
7.54%
21.96%
53.00%
5.76%
7.46%
21.86%
5.75%
21.88%
52.89%
6.85%
9.55%
26.01%
65.08%
6.88%
9.65%
26.10%
65.13%
6.84%
9.62%
26.09%
65.01%
-5.19%
-0.20%
4.37%
18.20%
6.02%
1.06%
8.65%
26.93%
8.96%
7.00%
18.14%
33.79%
20.53%
29.02%
64.25%
42.84%
3.41%
9.71%
27.80%
46.45%
3.40%
9.27%
27.82%
45.86%
3.15%
9.40%
27.31%
46.09%
3.42%
27.66%
45.81%
3.98%
9.90%
24.73%
48.85%
9.44%
48.16%
3.96%
9.88%
24.70%
48.21%
3.25%
8.51%
21.44%
37.64%
3.24%
8.03%
21.38%
37.08%
3.22%
8.45%
21.32%
3.18%
7.93%
21.06%
36.68%
10.87%
17.82%
33.43%
54.32%
11.85%
19.80%
38.30%
74.98%
1.63%
3.29%
14.65%
31.37%
3.30%
1.95%
2.65%
10.29%
28.60%
1.94%
2.64%
10.28%
28.63%
28.59%
1.37%
1.73%
8.26%
22.39%
1.72%
22.42%
8.27%
22.43%
22.40%
2.17%
3.39%
11.66%
31.77%
11.67%
31.76%
2.69%
3.67%
12.15%
35.68%
35.67%
1.22%
1.97%
7.23%
19.21%
7.22%
19.20%
1.77%
1.65%
2.41%
16.45%
1.76%
1.66%
2.40%
16.46%
21.47%
29.90%
55.13%
65.36%
8.19%
10.89%
13.29%
36.27%
4.09%
8.52%
11.18%
42.03%
2.33%
7.44%
8.01%
43.44%
1.09%
-1.92%
32.14%
5.24%
-3.17%
1.24%
21.43%
29.94%
55.19%
65.31%
3.60%
13.80%
58.81%
14.63%
16.97%
37.36%
48.05%
5.59%
2.98%
-1.30%
11.33%
16.16%
43.15%
2.88%
8.70%
10.47%
52.16%
5.62%
42.10%
2.97%
5.17%
53.84%
4.57%
8.76%
14.62%
53.28%
淨值(2026/06/04)
31.73%
27.05%
25.14%
93.97%
31.85%
27.09%
25.17%
94.00%
-1.67%
-0.92%
4.79%
9.26%
4.80%
-0.99%
-1.12%
2.61%
-1.00%
-1.13%
2.60%
10.03%
10.00%
-1.79%
-1.94%
0.76%
5.18%
-1.08%
-0.52%
3.73%
12.97%
13.34%
16.03%
43.84%
72.86%
12.74%
13.40%
32.45%
55.63%
13.33%
13.97%
15.69%
37.22%
68.60%
13.91%
15.63%
37.15%
68.51%
11.56%
24.27%
23.70%
7.25%
11.57%
24.28%
23.68%
11.34%
21.92%
43.96%
37.46%
11.30%
43.95%
37.42%
11.90%
23.05%
46.99%
44.51%
-1.57%
-7.94%
-13.21%
4.27%
-1.89%
-7.55%
-14.85%
-3.71%
8.48%
3.87%
7.91%
24.10%
8.64%
4.46%
14.55%
8.57%
3.85%
7.37%
1.27%
7.20%
20.60%
4.65%
1.01%
9.13%
30.13%
7.68%
6.64%
22.04%
45.96%
7.69%
6.60%
22.06%
45.92%
8.30%
6.35%
16.58%
42.39%
16.62%
42.38%