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(2026/07/08)
3個月
14.34%
6個月
17.69%
一年
34.79%
三年
71.35%
15.24%
19.41%
48.50%
75.15%
淨值(2026/07/09)
9.43%
4.14%
15.02%
46.27%
淨值(2026/07/10)
5.68%
3.55%
7.52%
N/A
5.58%
3.41%
7.77%
27.75%
5.61%
7.74%
27.64%
5.11%
2.29%
5.36%
20.41%
-5.01%
5.51%
1.38%
2.59%
-6.58%
3.26%
5.53%
6.68%
6.30%
32.32%
63.53%
6.63%
6.28%
32.37%
63.49%
6.67%
6.29%
32.40%
63.62%
5.25%
3.15%
16.37%
48.00%
5.20%
3.07%
16.27%
48.11%
5.18%
16.29%
47.90%
5.81%
4.73%
20.08%
59.86%
5.84%
4.74%
20.06%
59.90%
0.13%
0.78%
5.02%
20.75%
-2.87%
3.75%
24.59%
6.72%
3.19%
11.99%
32.50%
4.97%
13.09%
37.62%
28.59%
-1.45%
4.90%
23.32%
40.08%
-1.44%
23.33%
40.09%
-1.69%
4.66%
22.79%
39.70%
-1.42%
4.94%
23.22%
40.05%
-1.78%
4.23%
16.18%
42.58%
-1.77%
42.52%
4.21%
16.16%
42.57%
42.56%
-2.43%
2.87%
13.15%
31.92%
2.88%
31.83%
13.08%
31.78%
2.83%
12.81%
31.50%
12.04%
12.62%
38.14%
59.85%
12.83%
14.43%
42.73%
80.83%
2.80%
2.44%
16.04%
29.87%
16.05%
29.88%
1.70%
8.49%
28.56%
2.79%
1.68%
8.47%
1.69%
28.55%
1.77%
0.26%
5.72%
21.02%
0.25%
5.71%
21.05%
2.40%
1.67%
8.89%
30.77%
1.66%
8.87%
30.76%
2.92%
2.47%
9.69%
34.89%
2.48%
34.88%
3.43%
3.77%
11.91%
20.46%
3.76%
11.90%
20.45%
2.64%
2.26%
1.62%
18.04%
2.27%
18.05%
15.54%
18.44%
44.86%
62.36%
10.79%
10.65%
18.58%
48.03%
7.87%
7.43%
14.94%
51.06%
4.40%
5.88%
12.45%
49.36%
4.38%
-2.67%
5.35%
4.08%
-0.21%
-3.37%
3.35%
15.52%
18.46%
44.90%
62.42%
4.61%
5.09%
12.53%
54.79%
3.03%
5.60%
20.16%
37.16%
1.51%
-2.42%
-5.73%
7.69%
10.74%
11.26%
20.30%
54.98%
4.78%
6.96%
14.86%
58.30%
6.44%
7.02%
12.59%
50.15%
3.67%
10.11%
56.26%
7.23%
7.47%
16.62%
60.48%
30.38%
27.05%
30.53%
82.93%
30.51%
27.13%
30.67%
82.95%
0.21%
-0.22%
6.43%
10.10%
0.33%
-0.71%
1.65%
11.45%
0.32%
1.63%
11.47%
-1.97%
-0.69%
5.85%
5.86%
-0.07%
-0.70%
2.15%
13.88%
2.14%
13.87%
6.48%
8.83%
34.05%
59.22%
6.42%
4.95%
5.43%
17.49%
43.16%
5.64%
7.28%
21.58%
55.72%
4.13%
6.64%
13.76%
4.15%
6.65%
13.73%
8.57%
11.97%
33.78%
38.58%
8.60%
38.63%
9.03%
13.02%
36.51%
45.69%
0.44%
-8.31%
-13.38%
6.47%
2.98%
-6.23%
-11.21%
2.17%
6.31%
1.48%
2.10%
18.64%
9.20%
14.29%
6.33%
1.55%
14.17%
6.74%
1.20%
7.33%
25.09%
4.41%
-0.63%
4.63%
30.62%
4.49%
2.42%
17.91%
37.40%
4.50%
17.92%
3.63%
0.94%
6.90%
34.38%
3.70%
0.99%
34.36%