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(2026/05/13)
3個月
17.83%
6個月
22.03%
一年
43.03%
三年
90.57%
17.77%
23.70%
47.97%
95.24%
1.74%
4.33%
15.81%
3.49%
2.88%
8.39%
N/A
3.47%
2.94%
8.90%
27.47%
3.41%
8.82%
27.24%
2.79%
1.75%
6.30%
20.17%
-8.90%
-10.44%
-5.61%
-10.70%
-10.12%
-9.95%
-1.10%
-3.66%
淨值(2026/05/12)
2.77%
8.47%
31.99%
69.36%
2.72%
8.41%
31.91%
69.23%
1.78%
4.83%
22.81%
53.98%
1.77%
4.76%
53.96%
1.85%
2.68%
6.98%
27.01%
65.37%
2.73%
7.04%
27.11%
65.47%
7.05%
27.09%
65.48%
-5.98%
0.53%
7.40%
20.33%
2.84%
-0.56%
8.68%
28.33%
5.46%
4.55%
17.05%
35.27%
7.72%
19.76%
54.19%
35.13%
1.18%
11.52%
31.83%
49.97%
1.16%
11.54%
31.86%
49.99%
1.09%
11.38%
31.53%
49.82%
31.70%
49.91%
1.39%
10.96%
29.52%
52.76%
29.53%
52.70%
1.38%
10.94%
29.50%
52.74%
0.70%
9.55%
26.07%
41.34%
9.53%
26.02%
41.37%
9.50%
25.88%
41.33%
0.66%
9.40%
25.69%
40.95%
2.99%
14.92%
31.19%
58.74%
3.83%
16.84%
36.04%
80.09%
-0.23%
2.74%
14.21%
30.22%
-0.22%
2.75%
-0.38%
10.34%
27.82%
-0.40%
1.14%
10.32%
27.84%
10.33%
27.85%
-0.39%
1.15%
27.81%
-0.76%
0.42%
8.60%
22.14%
8.61%
22.17%
-0.12%
2.11%
12.04%
30.90%
12.05%
0.81%
2.50%
12.30%
35.29%
35.28%
-0.33%
2.53%
5.45%
18.30%
5.44%
-0.42%
2.00%
15.72%
10.23%
20.04%
45.02%
60.20%
0.32%
5.53%
9.41%
29.19%
6.67%
9.65%
42.09%
4.99%
8.79%
39.15%
-1.78%
-2.31%
9.81%
38.15%
1.32%
-0.77%
-7.21%
-0.84%
20.05%
44.99%
60.23%
1.28%
5.86%
15.37%
54.13%
8.10%
12.67%
33.73%
46.16%
0.12%
-0.18%
-2.66%
6.90%
12.22%
35.78%
0.37%
6.21%
11.30%
47.66%
-1.20%
2.08%
6.23%
39.94%
-2.38%
11.42%
50.85%
1.00%
7.14%
13.62%
52.77%
淨值(2026/05/14)
14.38%
12.81%
7.96%
83.94%
14.44%
7.98%
84.09%
-2.39%
-0.89%
4.11%
7.39%
-2.13%
-1.87%
2.32%
8.09%
-2.14%
-1.88%
2.31%
8.12%
-2.74%
-2.51%
0.68%
3.82%
-2.52%
3.84%
-2.15%
-1.04%
3.69%
11.25%
-2.16%
11.24%
7.09%
10.76%
40.21%
76.46%
10.82%
40.28%
76.55%
6.08%
7.02%
30.33%
60.02%
7.03%
9.36%
35.03%
72.52%
9.29%
4.50%
19.01%
19.69%
-0.31%
4.49%
19.71%
5.92%
17.32%
34.23%
38.09%
5.91%
17.30%
34.21%
38.08%
6.45%
18.50%
37.05%
45.22%
-4.91%
-10.22%
-11.86%
4.54%
-3.77%
-10.75%
-15.97%
-3.04%
5.51%
2.29%
7.19%
26.87%
6.99%
1.61%
2.44%
17.55%
5.41%
2.10%
6.53%
21.67%
2.95%
-2.18%
3.73%
21.94%
1.58%
-1.43%
9.26%
30.89%
4.08%
4.78%
42.44%
4.03%
4.73%
18.22%
42.34%
3.96%
3.38%
14.36%
39.05%
3.98%
3.34%
14.26%
39.00%