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(2026/05/14)
3個月
18.70%
6個月
22.80%
一年
43.54%
三年
91.97%
18.67%
24.25%
49.32%
96.73%
2.91%
8.20%
16.28%
44.67%
淨值(2026/05/13)
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%
-8.04%
-8.73%
-3.21%
-9.85%
-9.54%
-8.28%
0.85%
-3.04%
3.61%
10.21%
31.11%
70.14%
3.70%
10.31%
31.12%
3.67%
10.27%
31.18%
70.23%
6.60%
22.59%
54.62%
2.77%
6.59%
22.51%
54.59%
2.72%
54.52%
8.76%
26.75%
66.13%
3.69%
8.73%
26.80%
66.10%
-5.30%
2.49%
8.65%
21.21%
3.39%
0.40%
9.03%
29.02%
6.68%
18.52%
36.84%
7.72%
19.76%
54.19%
35.13%
1.78%
12.68%
31.57%
50.85%
12.70%
31.60%
50.87%
1.69%
12.55%
31.28%
50.70%
12.71%
31.44%
50.79%
1.91%
12.23%
29.07%
53.53%
1.90%
53.47%
1.89%
12.21%
29.05%
29.08%
53.52%
1.21%
10.81%
25.63%
42.05%
10.79%
25.58%
42.07%
10.77%
25.45%
42.03%
1.16%
10.67%
25.25%
41.65%
2.35%
12.57%
32.76%
57.76%
3.22%
14.48%
37.65%
79.04%
0.01%
3.56%
13.89%
30.57%
3.57%
13.90%
-0.16%
1.95%
10.30%
28.03%
-0.17%
1.93%
10.29%
28.05%
1.94%
28.06%
28.01%
-0.48%
1.23%
8.61%
22.37%
1.22%
8.62%
22.40%
-0.49%
0.19%
2.89%
12.04%
31.17%
12.05%
0.94%
3.29%
35.48%
0.95%
12.22%
35.47%
-0.19%
2.56%
6.22%
18.46%
-0.20%
6.21%
-0.30%
1.38%
2.16%
15.86%
15.87%
11.13%
21.56%
44.88%
61.49%
1.43%
7.42%
10.62%
30.61%
1.62%
8.17%
10.34%
43.23%
-0.23%
4.99%
8.79%
39.15%
-1.40%
-1.37%
10.52%
38.68%
2.38%
0.66%
-5.53%
0.20%
11.10%
21.58%
44.92%
61.50%
1.28%
5.86%
15.37%
54.13%
9.05%
16.91%
33.57%
47.45%
0.92%
1.24%
-1.59%
7.76%
1.77%
7.62%
13.41%
37.22%
0.37%
11.30%
47.66%
-1.20%
2.08%
6.23%
39.94%
-2.38%
2.68%
11.42%
8.63%
14.27%
53.93%
淨值(2026/05/15)
11.16%
6.55%
81.41%
12.73%
6.58%
81.35%
-2.60%
-0.64%
3.95%
7.43%
-2.35%
-1.61%
2.40%
8.06%
2.39%
8.08%
-2.36%
-2.92%
-2.25%
0.78%
3.78%
-2.26%
0.79%
3.80%
-2.32%
-0.82%
3.77%
11.22%
-0.83%
7.09%
12.61%
37.83%
76.27%
6.09%
28.54%
59.64%
7.11%
11.08%
33.19%
72.14%
11.02%
-0.33%
4.50%
19.01%
19.69%
-0.31%
4.49%
19.71%
7.16%
19.37%
35.71%
39.70%
19.40%
39.71%
7.66%
20.54%
38.53%
46.87%
-4.26%
-8.85%
-11.29%
5.26%
-2.87%
-9.38%
-14.84%
-2.13%
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%
4.53%
5.23%
19.41%
43.05%
5.65%
19.31%
42.96%
4.35%
3.94%
14.70%
39.58%
4.47%
4.51%
14.69%
39.66%