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(2026/04/21)
3個月
8.49%
6個月
12.87%
一年
52.73%
三年
73.38%
8.01%
15.82%
48.14%
78.33%
淨值(2026/04/22)
0.48%
3.48%
27.20%
42.41%
0.79%
0.35%
13.15%
N/A
0.75%
13.95%
25.74%
0.72%
0.46%
13.86%
25.51%
0.11%
-0.73%
11.08%
18.50%
-8.95%
-5.76%
0.97%
-8.23%
-9.15%
-4.95%
3.20%
-2.02%
2.08%
10.22%
34.62%
65.70%
2.10%
10.24%
34.60%
65.68%
1.51%
5.29%
33.93%
50.32%
1.44%
33.85%
50.33%
2.51%
7.40%
38.79%
61.15%
2.50%
7.41%
38.77%
38.66%
-2.54%
1.25%
16.55%
24.49%
-3.01%
-1.81%
16.56%
25.59%
0.94%
2.89%
27.83%
30.93%
18.45%
65.93%
29.09%
6.19%
12.93%
30.09%
47.54%
30.05%
47.56%
6.20%
12.70%
29.91%
6.21%
29.95%
47.49%
6.71%
11.36%
34.09%
49.79%
6.70%
11.35%
49.72%
6.69%
11.34%
34.07%
49.77%
5.98%
9.96%
30.34%
38.65%
5.99%
9.93%
30.29%
9.92%
30.15%
38.64%
5.93%
9.81%
29.94%
38.30%
-0.16%
11.30%
33.15%
53.40%
0.66%
13.20%
37.86%
74.16%
0.25%
3.96%
12.90%
29.77%
29.78%
0.21%
1.41%
14.93%
26.97%
0.20%
1.39%
14.94%
26.99%
1.40%
14.92%
26.96%
-0.08%
12.83%
21.50%
0.71%
12.86%
21.53%
2.39%
29.97%
0.70%
2.38%
16.58%
29.98%
1.09%
2.48%
16.30%
35.46%
16.31%
-0.06%
0.95%
-0.31%
17.67%
-0.32%
0.16%
-1.65%
2.79%
14.46%
14.47%
4.94%
12.92%
44.01%
44.85%
0.73%
5.07%
18.54%
29.14%
1.07%
4.50%
15.27%
40.80%
3.56%
6.16%
16.90%
39.83%
-5.39%
-4.06%
22.63%
34.93%
-1.32%
-3.30%
2.27%
-1.26%
4.98%
12.94%
44.13%
44.87%
3.50%
6.56%
22.70%
53.80%
5.41%
11.68%
43.94%
41.50%
-1.44%
-2.40%
4.42%
5.46%
5.81%
20.93%
35.27%
4.25%
7.47%
19.56%
48.35%
2.30%
18.27%
42.06%
2.17%
4.52%
20.75%
51.71%
1.17%
5.49%
18.16%
50.77%
3.08%
14.29%
71.74%
3.01%
14.26%
71.72%
-0.99%
0.07%
0.93%
8.48%
-0.83%
-1.63%
3.79%
8.89%
3.81%
8.91%
3.80%
8.90%
-1.14%
-2.17%
1.88%
4.74%
-2.18%
1.90%
4.76%
-0.48%
-0.72%
12.07%
5.09%
12.06%
4.80%
8.84%
46.92%
70.70%
4.14%
3.88%
45.76%
54.30%
6.11%
51.44%
66.05%
3.28%
6.78%
28.76%
17.91%
28.79%
17.86%
5.13%
16.78%
50.28%
36.00%
16.79%
50.31%
36.03%
5.60%
17.93%
53.27%
42.93%
-6.27%
-9.89%
-3.09%
8.08%
-6.15%
-10.72%
-5.09%
1.19%
-1.29%
-3.40%
17.09%
21.07%
-0.93%
-4.20%
14.27%
13.67%
-1.27%
-3.63%
16.26%
16.03%
-2.13%
-1.88%
15.43%
21.86%
-1.61%
-0.52%
18.02%
30.82%
1.84%
3.52%
19.22%
39.56%
1.86%
3.55%
19.34%
39.61%
2.05%
0.78%
22.89%
35.50%
2.02%
0.83%
22.87%
35.45%