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(2026/05/28)
3個月
18.21%
6個月
20.80%
一年
44.35%
三年
84.50%
18.88%
20.90%
51.68%
88.63%
4.60%
8.46%
17.38%
46.50%
淨值(2026/05/29)
3.05%
2.80%
8.70%
N/A
2.87%
2.71%
9.00%
27.85%
3.49%
3.33%
9.61%
28.44%
2.82%
2.13%
7.05%
21.24%
-7.98%
-9.65%
-2.07%
-7.46%
-9.07%
-9.00%
0.63%
0.89%
3.96%
9.58%
32.91%
69.65%
4.04%
9.64%
32.86%
69.74%
4.01%
9.65%
32.88%
69.75%
2.69%
7.41%
22.28%
53.99%
2.68%
7.36%
22.26%
54.10%
3.39%
9.51%
26.44%
66.03%
3.35%
9.55%
26.50%
66.13%
-7.86%
0.13%
5.68%
21.37%
3.19%
0.72%
9.86%
29.34%
6.23%
19.35%
36.32%
10.39%
26.36%
58.15%
41.77%
1.18%
10.07%
29.59%
48.27%
1.14%
10.09%
29.62%
48.29%
0.92%
9.77%
29.10%
47.90%
1.17%
29.46%
48.22%
0.97%
10.45%
26.24%
51.09%
0.96%
51.03%
0.95%
10.43%
26.21%
51.08%
0.27%
9.03%
22.89%
39.75%
9.01%
22.83%
39.77%
0.28%
8.97%
22.71%
0.21%
8.91%
22.51%
39.36%
2.58%
15.46%
33.85%
57.54%
17.46%
38.75%
78.74%
0.75%
3.14%
15.48%
32.39%
0.76%
15.49%
0.50%
10.94%
29.69%
0.49%
2.66%
10.92%
29.72%
2.67%
10.93%
29.68%
-0.09%
1.74%
8.82%
23.88%
8.83%
23.91%
1.73%
3.41%
12.25%
33.16%
12.26%
3.40%
1.42%
3.71%
12.78%
37.28%
0.66%
1.54%
7.39%
19.23%
0.65%
1.53%
7.38%
19.22%
0.08%
1.46%
2.27%
16.87%
16.88%
9.18%
25.15%
49.71%
63.08%
10.55%
13.51%
36.48%
0.16%
8.52%
11.18%
43.07%
-0.42%
8.69%
8.96%
45.79%
0.30%
-1.31%
11.04%
35.07%
2.14%
1.07%
-5.20%
1.64%
9.19%
25.12%
49.74%
63.07%
1.62%
7.67%
14.33%
60.08%
16.31%
35.19%
49.56%
1.44%
-2.29%
10.60%
2.76%
10.98%
16.32%
43.38%
0.20%
9.95%
11.45%
54.61%
0.04%
3.46%
8.37%
41.63%
-1.12%
4.03%
11.89%
54.39%
0.18%
8.93%
14.67%
54.43%
25.22%
27.65%
23.98%
95.55%
25.26%
27.68%
23.97%
95.51%
-1.76%
-1.02%
5.44%
10.40%
5.45%
-1.59%
-1.15%
3.08%
11.22%
-1.60%
-1.16%
11.24%
3.09%
-2.38%
-1.92%
1.21%
6.59%
-2.39%
6.61%
6.60%
-1.80%
-0.49%
4.20%
14.40%
4.21%
9.29%
14.72%
43.57%
73.46%
7.81%
12.23%
31.88%
56.82%
8.71%
14.62%
36.67%
69.83%
1.82%
10.44%
23.39%
24.05%
1.81%
10.46%
23.35%
24.02%
7.47%
19.69%
41.55%
37.26%
41.51%
37.27%
8.08%
20.89%
44.51%
44.43%
-4.46%
-8.41%
-12.80%
6.38%
-3.15%
-8.74%
-15.40%
-2.25%
5.36%
3.25%
8.16%
25.87%
6.74%
4.68%
15.78%
5.40%
3.18%
7.58%
20.85%
2.59%
6.11%
22.23%
0.69%
8.90%
32.57%
6.03%
4.86%
21.59%
45.41%
6.04%
4.79%
21.49%
45.33%
4.78%
15.64%
42.19%
5.53%
15.71%
42.26%