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(2026/08/06)
3個月
8.19%
6個月
12.03%
一年
21.79%
三年
52.09%
淨值(2026/08/07)
3.06%
5.87%
8.45%
N/A
2.95%
5.71%
8.66%
27.85%
2.96%
5.66%
8.57%
27.67%
2.50%
4.53%
6.28%
20.57%
-1.49%
14.38%
29.89%
65.80%
0.93%
16.52%
39.77%
68.76%
9.29%
0.23%
9.37%
-1.48%
7.39%
-1.94%
8.58%
3.52%
7.77%
10.49%
32.26%
68.24%
10.47%
32.28%
68.23%
10.54%
32.33%
68.33%
4.44%
6.74%
18.78%
53.10%
4.48%
6.76%
18.84%
53.14%
5.19%
23.07%
65.34%
5.13%
8.50%
22.97%
2.52%
-0.81%
7.10%
21.94%
2.76%
7.45%
27.53%
2.89%
8.95%
15.19%
35.07%
-4.70%
5.98%
33.72%
29.39%
-2.68%
1.55%
18.93%
41.34%
-2.28%
1.53%
18.95%
41.27%
-2.92%
1.29%
18.39%
40.88%
-2.24%
1.59%
18.86%
-4.15%
0.62%
13.90%
44.11%
-3.75%
13.91%
44.07%
0.60%
13.88%
44.10%
-4.79%
-0.74%
10.94%
33.42%
-4.39%
10.88%
33.36%
-0.75%
33.30%
-0.79%
10.59%
33.03%
8.67%
9.19%
31.57%
58.15%
9.39%
10.93%
35.84%
78.55%
3.55%
3.61%
14.00%
30.31%
30.32%
3.56%
14.01%
2.55%
2.73%
8.17%
29.20%
2.71%
8.15%
29.22%
29.19%
1.17%
1.07%
5.52%
5.51%
21.97%
1.89%
2.54%
8.82%
31.70%
1.88%
2.53%
8.81%
31.69%
2.56%
3.81%
9.67%
36.59%
3.82%
5.90%
5.04%
11.03%
20.32%
5.89%
5.03%
11.02%
20.31%
3.36%
3.13%
3.28%
18.42%
3.35%
-0.06%
11.53%
35.71%
54.08%
11.49%
12.80%
22.87%
48.22%
6.32%
8.40%
16.86%
49.64%
5.84%
7.62%
16.63%
53.00%
5.26%
4.86%
8.93%
33.90%
1.98%
5.48%
0.21%
6.38%
-0.05%
11.48%
35.68%
54.02%
6.18%
8.73%
17.33%
59.89%
-3.46%
6.59%
21.32%
38.66%
0.06%
-0.57%
11.34%
11.85%
13.56%
24.62%
55.83%
6.15%
8.62%
19.03%
61.97%
6.94%
6.51%
11.77%
49.73%
4.91%
4.11%
11.11%
57.22%
6.31%
18.64%
59.37%
6.13%
19.85%
19.44%
57.83%
6.30%
19.99%
19.61%
57.96%
1.11%
-0.52%
9.10%
0.17%
-1.02%
0.33%
10.51%
-1.03%
0.31%
10.53%
-0.96%
-2.61%
-1.91%
5.11%
-2.62%
5.12%
-1.90%
-0.27%
-1.28%
1.01%
13.04%
-1.29%
1.00%
3.59%
13.45%
35.17%
65.37%
0.29%
9.44%
21.12%
50.04%
9.38%
25.58%
62.38%
4.69%
17.58%
23.58%
4.71%
17.59%
23.56%
5.72%
13.40%
36.75%
40.10%
5.73%
13.41%
36.78%
40.08%
6.17%
14.45%
39.56%
47.27%
3.80%
1.26%
-7.11%
10.15%
5.79%
3.75%
-6.38%
5.23%
1.54%
4.55%
18.91%
3.09%
7.30%
5.41%
13.20%
1.60%
4.96%
4.15%
14.64%
4.46%
7.68%
9.61%
25.32%
2.27%
31.89%
-1.98%
2.97%
10.69%
34.53%
-2.03%
10.75%
34.51%
-4.37%
1.12%
2.92%
32.19%
-4.27%
1.16%
2.98%