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(2026/01/15)
3個月
5.48%
6個月
13.87%
一年
14.05%
三年
67.28%
8.71%
22.78%
8.92%
73.82%
4.88%
10.80%
15.83%
50.38%
淨值(2026/01/16)
6.06%
12.22%
-8.51%
1.31%
5.49%
11.94%
3.05%
8.57%
0.51%
2.77%
3.72%
18.70%
1.03%
3.98%
5.71%
25.79%
0.89%
3.63%
4.65%
N/A
1.04%
4.01%
5.77%
25.94%
9.17%
24.17%
19.43%
67.49%
9.18%
24.14%
19.40%
67.41%
19.35%
4.86%
13.24%
21.16%
51.68%
4.91%
13.28%
21.14%
13.33%
5.93%
15.14%
24.94%
61.02%
5.94%
15.08%
24.91%
5.92%
15.13%
25.02%
61.13%
4.83%
8.47%
12.94%
26.58%
3.36%
7.25%
10.70%
37.71%
3.01%
9.21%
12.03%
36.86%
8.15%
26.68%
41.84%
15.28%
6.55%
18.07%
19.62%
38.86%
18.09%
19.59%
38.88%
6.33%
17.83%
19.45%
38.91%
6.54%
17.93%
19.47%
38.89%
4.53%
12.51%
24.60%
40.11%
4.54%
24.57%
40.07%
24.61%
40.13%
3.91%
11.03%
21.17%
29.83%
3.87%
10.97%
21.09%
29.86%
3.86%
21.01%
29.69%
3.81%
10.75%
20.87%
29.57%
13.81%
26.04%
27.56%
67.71%
14.79%
28.24%
32.28%
91.18%
13.29%
8.74%
30.84%
30.85%
2.14%
7.30%
12.30%
28.61%
2.13%
7.29%
12.35%
28.63%
28.60%
1.57%
5.96%
10.17%
22.58%
1.56%
10.21%
22.61%
5.97%
2.48%
7.66%
13.55%
30.02%
7.65%
13.58%
2.30%
7.47%
13.22%
37.90%
2.31%
37.89%
1.41%
7.48%
-1.00%
1.40%
8.26%
-1.60%
-0.24%
3.69%
0.28%
7.16%
22.06%
40.15%
28.52%
5.11%
11.01%
14.13%
32.30%
5.39%
8.70%
11.65%
41.94%
7.35%
17.37%
42.72%
2.45%
9.64%
10.65%
46.09%
1.39%
-1.75%
-10.00%
-0.22%
7.20%
22.05%
40.22%
28.55%
4.07%
9.09%
18.06%
51.81%
5.78%
14.69%
25.57%
36.22%
1.20%
-1.88%
1.34%
6.91%
5.29%
11.75%
16.61%
38.42%
4.30%
8.59%
19.98%
51.74%
3.26%
6.67%
8.60%
41.60%
2.54%
6.65%
22.25%
51.67%
5.63%
9.87%
17.36%
53.07%
2.24%
4.47%
2.88%
75.87%
4.51%
75.85%
1.77%
6.99%
2.04%
9.39%
7.00%
9.40%
0.01%
3.08%
9.74%
0.00%
3.07%
6.00%
9.75%
-0.41%
1.95%
4.24%
5.61%
-0.42%
4.27%
1.94%
0.42%
3.54%
7.26%
12.36%
3.53%
7.28%
5.59%
23.72%
23.54%
67.43%
12.71%
25.04%
50.86%
2.46%
14.78%
29.27%
61.07%
18.13%
13.23%
3.03%
8.19%
18.10%
13.17%
12.97%
21.95%
21.77%
29.17%
21.92%
21.78%
23.21%
23.74%
35.91%
-0.62%
-4.30%
0.91%
-0.43%
-4.17%
-10.37%
11.52%
-1.16%
0.43%
4.93%
21.64%
0.74%
-6.84%
-1.39%
-0.06%
3.60%
15.75%
2.81%
6.62%
0.04%
30.87%
2.40%
6.48%
13.02%
40.50%
13.73%
7.05%
39.92%
2.21%
14.20%
7.09%
39.94%
-0.78%
5.45%
12.12%
34.56%
-0.86%
12.00%
34.47%