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%
0.45%
5.63%
18.73%
44.51%
2.74%
2.00%
9.89%
N/A
2.68%
2.06%
10.46%
27.40%
2.67%
2.04%
10.39%
27.18%
0.89%
7.83%
20.11%
-9.15%
-10.02%
-6.39%
-11.51%
-9.93%
-8.58%
-2.15%
-4.52%
淨值(2026/05/08)
2.75%
11.58%
36.39%
70.46%
2.71%
11.56%
36.36%
70.31%
2.55%
7.99%
27.07%
54.98%
2.51%
7.91%
54.94%
2.48%
7.92%
26.98%
54.88%
3.55%
10.19%
31.44%
66.34%
3.60%
10.28%
31.58%
66.43%
3.61%
10.26%
31.52%
66.27%
-5.78%
2.96%
10.69%
21.86%
1.11%
-2.13%
11.49%
28.00%
4.54%
4.69%
21.94%
35.19%
7.02%
21.19%
61.12%
34.95%
3.10%
14.35%
33.59%
50.42%
3.09%
14.38%
33.62%
50.45%
3.00%
14.22%
33.29%
50.28%
3.11%
14.37%
33.45%
50.37%
3.86%
13.83%
31.34%
53.05%
3.85%
52.99%
3.84%
13.81%
31.32%
31.35%
53.04%
3.12%
12.37%
27.79%
41.62%
12.35%
27.74%
41.64%
12.32%
27.60%
41.61%
3.06%
12.22%
27.41%
41.25%
0.18%
13.47%
31.74%
58.52%
1.02%
15.35%
36.49%
79.85%
0.10%
4.37%
15.85%
31.24%
0.41%
2.66%
12.03%
29.05%
0.40%
2.64%
12.02%
29.08%
2.65%
29.04%
0.04%
2.05%
10.21%
23.06%
23.09%
10.22%
23.10%
0.83%
3.77%
13.76%
31.79%
3.76%
13.77%
1.46%
13.92%
37.12%
37.11%
-0.70%
2.18%
5.64%
18.03%
-0.71%
2.17%
-0.51%
0.99%
1.99%
15.71%
1.98%
15.72%
10.41%
20.57%
49.98%
59.78%
0.13%
5.16%
11.50%
30.44%
1.13%
5.85%
10.87%
42.60%
0.03%
10.04%
40.20%
-2.26%
-1.69%
14.47%
38.51%
0.75%
-1.34%
-4.80%
-0.07%
10.38%
20.52%
50.00%
59.77%
0.31%
7.45%
15.34%
54.04%
6.79%
13.74%
37.88%
47.33%
0.08%
0.24%
-0.47%
0.42%
5.43%
14.12%
36.82%
0.65%
8.31%
12.55%
48.80%
0.74%
8.68%
41.29%
-2.35%
2.34%
13.52%
52.45%
1.34%
6.57%
14.76%
53.14%
淨值(2026/05/12)
15.18%
12.97%
12.58%
85.24%
15.21%
13.00%
12.62%
85.34%
-1.70%
4.49%
8.43%
-1.12%
-1.02%
2.76%
9.22%
-1.03%
9.24%
-1.67%
-1.58%
1.04%
4.80%
4.82%
1.05%
-0.97%
-0.08%
4.12%
12.24%
-0.09%
9.52%
13.73%
45.50%
77.63%
9.57%
13.79%
45.57%
77.73%
9.25%
9.96%
35.34%
61.05%
9.18%
10.40%
12.38%
40.33%
73.34%
0.35%
7.03%
24.10%
21.50%
24.09%
5.88%
17.99%
42.19%
40.52%
5.90%
40.47%
6.45%
19.21%
45.13%
47.73%
-5.57%
-10.34%
-10.50%
5.46%
-4.94%
-11.75%
-14.39%
-2.28%
3.51%
0.67%
11.23%
26.80%
4.32%
-0.96%
6.03%
17.56%
3.52%
0.49%
10.51%
21.66%
1.03%
-1.52%
7.06%
21.69%
-0.21%
0.27%
11.67%
31.20%
4.23%
4.00%
21.65%
42.49%
4.22%
3.99%
21.61%
42.44%
4.43%
2.80%
17.33%
39.53%
4.47%
17.29%
39.51%