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(2026/05/11)
3個月
16.73%
6個月
18.71%
一年
50.27%
三年
90.74%
16.45%
20.07%
55.70%
94.85%
淨值(2026/05/12)
0.29%
4.18%
16.82%
43.38%
3.29%
1.43%
8.08%
N/A
3.27%
1.51%
8.62%
27.03%
3.21%
8.56%
26.80%
2.62%
0.33%
6.01%
19.77%
-7.84%
-10.00%
-7.02%
-10.68%
-8.92%
-8.95%
-1.80%
-3.49%
2.34%
9.32%
35.50%
70.04%
2.37%
9.38%
35.54%
70.02%
9.31%
35.58%
70.14%
1.55%
5.80%
26.29%
54.95%
1.61%
5.79%
26.19%
54.96%
1.62%
54.78%
2.52%
8.05%
30.76%
66.27%
2.57%
8.04%
30.82%
66.48%
7.98%
-5.54%
1.47%
8.67%
20.97%
2.18%
-2.54%
8.60%
27.71%
3.82%
2.29%
17.00%
33.21%
6.49%
21.67%
58.34%
36.51%
2.28%
13.92%
33.87%
51.61%
2.26%
13.95%
33.91%
51.64%
2.19%
13.79%
33.57%
51.47%
2.27%
13.94%
33.73%
51.56%
13.45%
31.68%
54.58%
2.61%
54.52%
2.60%
13.43%
31.66%
54.57%
13.46%
31.69%
54.56%
1.93%
12.01%
28.11%
43.01%
11.99%
28.06%
43.03%
11.96%
27.92%
42.99%
1.88%
11.86%
27.74%
42.61%
1.79%
12.05%
28.67%
56.68%
2.65%
13.98%
33.44%
77.78%
-0.12%
3.26%
15.50%
30.55%
-0.11%
-0.13%
1.67%
11.69%
28.39%
-0.15%
1.65%
11.67%
28.41%
11.68%
28.42%
-0.14%
1.66%
28.37%
-0.53%
1.01%
9.91%
22.58%
1.00%
9.92%
22.61%
0.19%
2.73%
31.35%
2.72%
13.47%
31.34%
1.07%
3.04%
13.70%
36.04%
1.08%
36.03%
-0.70%
5.64%
18.03%
-0.71%
2.17%
5.63%
-0.51%
0.99%
1.99%
15.71%
1.98%
15.72%
7.78%
16.69%
41.62%
56.30%
-0.60%
3.06%
8.57%
27.76%
0.81%
4.82%
8.76%
41.06%
-0.69%
5.75%
9.52%
39.38%
-1.34%
-2.86%
11.16%
37.83%
1.30%
-2.32%
-7.90%
-1.66%
7.76%
16.67%
41.56%
56.28%
-0.25%
6.15%
14.86%
53.69%
5.84%
12.09%
33.75%
46.18%
0.03%
-1.13%
-2.72%
6.26%
-0.23%
3.38%
11.43%
34.34%
6.98%
11.98%
47.90%
-1.25%
0.08%
5.44%
39.27%
-2.49%
1.29%
11.35%
50.47%
1.26%
5.57%
13.25%
52.00%
15.18%
12.97%
12.58%
85.24%
15.21%
13.00%
12.62%
85.34%
-1.93%
-0.52%
4.19%
7.43%
-1.54%
-1.47%
2.49%
8.27%
-1.55%
-1.48%
2.48%
8.29%
-2.18%
-2.08%
0.78%
3.95%
3.97%
3.96%
-1.53%
-0.59%
3.87%
11.36%
7.95%
12.95%
45.84%
78.68%
7.11%
9.22%
35.52%
62.13%
8.21%
40.67%
74.70%
4.34%
19.71%
19.58%
0.31%
4.35%
19.67%
19.60%
5.82%
14.87%
34.17%
37.18%
14.89%
34.18%
37.19%
6.31%
16.00%
37.02%
44.21%
-4.80%
-10.79%
-11.60%
4.47%
-3.59%
-11.86%
-16.31%
-3.33%
5.25%
-0.27%
7.67%
26.08%
6.43%
-1.52%
1.76%
16.54%
5.17%
-0.45%
6.97%
20.95%
0.85%
-2.81%
3.91%
21.18%
-0.33%
-1.28%
9.59%
30.57%
4.23%
4.00%
21.65%
42.49%
4.22%
3.99%
21.61%
42.44%
4.43%
2.80%
17.33%
39.53%
2.76%
17.29%
39.51%