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(2026/05/05)
3個月
16.73%
6個月
14.74%
一年
43.85%
三年
82.62%
16.52%
17.10%
50.79%
88.38%
2.58%
4.47%
17.14%
43.99%
3.05%
1.06%
9.52%
N/A
3.03%
1.14%
10.12%
26.95%
2.96%
1.07%
10.00%
26.76%
2.40%
-0.06%
7.51%
19.67%
-7.76%
-6.27%
-7.32%
-9.19%
-8.47%
-4.42%
-4.07%
-3.56%
淨值(2026/05/04)
1.42%
9.48%
30.50%
69.96%
0.73%
8.66%
29.55%
68.78%
9.41%
0.36%
4.91%
23.88%
53.87%
-0.22%
4.26%
23.17%
52.90%
0.43%
23.99%
1.34%
7.02%
28.21%
64.92%
0.64%
6.29%
27.44%
63.92%
1.28%
-2.59%
4.68%
12.05%
23.92%
1.32%
-2.39%
10.03%
26.46%
4.09%
3.04%
19.94%
33.42%
7.46%
20.80%
57.24%
32.68%
4.20%
13.81%
34.43%
50.69%
4.18%
13.83%
35.02%
50.70%
13.76%
34.23%
50.66%
4.21%
34.86%
50.63%
4.50%
12.64%
31.19%
52.65%
4.49%
12.63%
31.73%
52.58%
12.62%
31.17%
52.63%
3.78%
11.22%
27.72%
41.28%
11.20%
28.19%
41.29%
11.18%
27.53%
41.27%
3.72%
11.07%
27.86%
40.91%
1.86%
10.62%
28.74%
52.27%
2.79%
12.47%
33.40%
72.80%
-0.41%
3.50%
12.74%
30.31%
-1.15%
2.73%
11.90%
29.34%
-0.60%
1.20%
10.72%
27.22%
-1.36%
9.88%
26.29%
26.30%
10.71%
27.21%
-1.03%
0.50%
8.92%
21.77%
-1.75%
-0.23%
8.14%
20.92%
-0.31%
2.16%
12.34%
30.30%
-1.10%
1.36%
11.46%
29.27%
-0.47%
1.19%
11.25%
34.26%
34.25%
2.25%
6.58%
18.45%
2.24%
6.56%
-0.18%
0.13%
1.72%
15.06%
0.14%
15.07%
7.78%
14.33%
41.01%
48.85%
4.75%
10.48%
28.67%
0.57%
4.94%
10.38%
40.90%
-0.20%
6.86%
9.21%
40.19%
0.07%
-2.22%
15.29%
38.13%
4.10%
-0.77%
-3.30%
1.23%
7.76%
14.31%
40.97%
48.83%
1.29%
7.73%
15.01%
53.76%
8.45%
12.56%
35.72%
46.00%
3.33%
-0.17%
7.68%
0.80%
4.92%
12.78%
34.82%
0.45%
8.15%
11.69%
48.76%
0.74%
0.42%
9.11%
41.22%
0.00%
50.19%
0.48%
5.69%
13.84%
50.47%
淨值(2026/05/06)
5.74%
9.98%
75.56%
9.47%
5.83%
75.72%
-1.74%
-0.29%
2.38%
7.12%
-2.31%
-0.87%
1.79%
6.51%
7.13%
-1.56%
-1.81%
2.04%
7.33%
-2.07%
-2.33%
1.51%
6.80%
7.34%
-2.16%
-2.42%
0.35%
3.22%
-2.63%
-2.89%
-0.12%
2.74%
-2.90%
-1.50%
-0.96%
3.35%
10.50%
-2.05%
-1.51%
2.78%
6.64%
9.78%
39.84%
74.21%
5.49%
5.09%
32.58%
57.03%
6.53%
7.35%
37.41%
68.94%
4.79%
8.27%
25.44%
20.93%
8.22%
25.45%
20.86%
7.95%
17.38%
42.24%
39.33%
17.39%
42.23%
39.31%
8.53%
18.58%
45.13%
46.52%
-2.17%
-7.80%
-9.54%
7.61%
-1.45%
-9.59%
-12.38%
1.15%
3.90%
-2.32%
10.56%
24.34%
-4.04%
7.00%
17.15%
3.85%
-2.52%
9.84%
19.27%
0.99%
-1.42%
7.96%
24.09%
0.20%
0.37%
11.35%
31.68%
5.41%
4.15%
22.51%
42.54%
5.44%
4.17%
22.46%
42.59%
5.56%
2.02%
16.84%
38.15%
5.51%
1.99%
16.77%
38.14%