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(2026/08/14)
3個月
9.01%
6個月
12.17%
一年
19.98%
三年
54.94%
2.52%
6.10%
7.44%
N/A
2.39%
5.94%
7.60%
28.01%
2.40%
5.90%
7.51%
27.86%
1.94%
4.78%
5.26%
20.81%
-1.08%
17.41%
31.66%
69.26%
0.61%
19.39%
40.69%
69.93%
8.07%
-0.61%
6.44%
-3.89%
7.20%
-3.03%
5.86%
1.89%
淨值(2026/08/13)
8.86%
12.80%
30.77%
69.85%
8.80%
12.82%
30.70%
69.83%
5.91%
17.70%
55.25%
5.88%
8.81%
17.59%
55.16%
5.92%
8.79%
17.62%
55.15%
6.56%
10.51%
21.74%
67.79%
6.61%
10.54%
21.76%
67.95%
6.62%
10.57%
21.81%
67.89%
2.24%
-3.18%
3.46%
21.60%
2.74%
6.23%
5.46%
28.37%
2.26%
9.10%
13.18%
37.06%
-3.07%
4.41%
31.67%
34.07%
-1.14%
0.62%
19.12%
43.10%
0.59%
19.13%
43.03%
-1.29%
0.38%
18.58%
42.64%
-1.11%
0.65%
19.05%
43.02%
-2.13%
-0.27%
14.61%
47.30%
-2.12%
47.27%
-0.28%
14.59%
47.31%
-2.77%
-1.60%
11.65%
36.41%
11.59%
36.33%
36.29%
-1.64%
11.29%
36.00%
7.94%
10.48%
31.98%
61.55%
8.62%
12.11%
36.17%
82.28%
4.11%
4.12%
13.23%
30.68%
13.24%
3.31%
3.14%
7.75%
30.05%
3.30%
3.12%
7.72%
30.07%
30.04%
2.00%
1.51%
4.98%
22.77%
1.50%
4.97%
22.80%
2.68%
2.88%
8.24%
32.70%
2.67%
2.87%
8.22%
32.69%
3.27%
4.24%
9.29%
37.30%
4.25%
37.29%
5.70%
5.50%
10.43%
19.61%
4.96%
4.75%
18.76%
3.93%
3.62%
3.41%
3.37%
3.07%
3.39%
18.75%
0.74%
11.95%
35.49%
62.05%
11.03%
12.62%
20.89%
47.48%
5.65%
7.36%
15.68%
48.98%
6.70%
6.45%
14.15%
50.47%
5.41%
3.94%
7.12%
35.70%
4.49%
6.98%
1.35%
8.44%
0.76%
35.46%
62.12%
7.65%
9.03%
16.80%
60.71%
-1.94%
6.94%
20.95%
44.00%
3.61%
4.56%
0.66%
15.19%
11.46%
13.43%
22.91%
55.08%
7.06%
7.46%
16.53%
59.34%
5.96%
4.68%
10.27%
48.20%
4.80%
2.31%
9.51%
57.39%
5.87%
59.00%
淨值(2026/08/17)
6.97%
20.55%
20.28%
61.24%
7.08%
20.72%
20.42%
61.38%
1.65%
-1.00%
3.87%
9.45%
9.46%
0.88%
-1.49%
0.34%
11.24%
0.87%
-1.50%
0.32%
11.26%
-0.20%
-3.12%
-1.98%
5.78%
-1.99%
5.79%
0.46%
-1.87%
0.90%
13.83%
0.89%
5.05%
12.50%
31.71%
68.32%
2.13%
8.35%
18.31%
53.33%
2.86%
10.17%
22.64%
66.26%
4.51%
4.17%
18.88%
28.14%
4.52%
4.19%
4.76%
12.26%
36.91%
42.61%
12.25%
36.89%
42.58%
5.23%
13.28%
39.70%
49.94%
7.62%
3.03%
-6.33%
12.85%
8.54%
5.42%
-5.69%
0.82%
6.37%
3.29%
20.47%
2.05%
9.18%
3.99%
13.52%
0.94%
6.40%
2.93%
16.21%
6.22%
9.35%
9.52%
26.55%
4.89%
6.54%
8.48%
33.92%
-0.85%
3.64%
10.35%
35.89%
-1.26%
3.17%
10.42%
35.28%
-2.43%
1.82%
35.47%
-2.97%
1.37%
34.75%