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(2026/03/27)
3個月
-5.92%
6個月
-4.95%
一年
0.93%
三年
N/A
-5.85%
-4.71%
1.98%
19.15%
-5.90%
-4.78%
1.89%
18.95%
-6.43%
-5.84%
-0.24%
12.31%
淨值(2026/03/26)
-7.00%
-2.80%
7.14%
36.63%
-5.03%
6.02%
15.94%
62.83%
-6.37%
1.51%
20.28%
54.95%
-8.48%
-13.12%
-6.24%
-10.41%
-0.59%
-7.32%
0.09%
-3.72%
4.63%
14.91%
59.98%
-3.74%
4.62%
14.86%
59.87%
14.98%
59.92%
-5.75%
-1.50%
15.51%
42.50%
-5.82%
-1.51%
15.54%
15.61%
-5.04%
0.22%
19.25%
52.18%
-5.14%
0.10%
19.20%
52.10%
0.14%
-3.36%
-1.71%
7.30%
19.90%
-11.56%
-7.98%
1.23%
20.02%
-9.69%
-5.94%
5.19%
21.49%
0.52%
9.62%
35.83%
17.91%
3.12%
10.51%
18.75%
43.74%
10.50%
18.71%
43.77%
3.08%
10.30%
18.58%
43.76%
3.15%
18.62%
43.70%
2.28%
7.60%
22.89%
7.59%
22.88%
43.68%
43.72%
1.77%
6.36%
19.46%
33.10%
1.74%
6.32%
19.40%
1.71%
6.30%
19.28%
33.06%
1.72%
6.25%
32.79%
-1.45%
5.82%
14.61%
51.83%
-0.63%
7.55%
18.67%
72.56%
-2.14%
2.03%
4.50%
28.19%
4.51%
-3.10%
-1.22%
7.33%
23.95%
7.36%
23.97%
-1.23%
23.94%
-3.68%
-2.27%
5.10%
18.44%
-2.28%
5.13%
18.48%
-3.02%
-0.80%
8.41%
26.30%
-3.03%
-0.81%
8.44%
26.29%
-2.45%
-0.38%
9.08%
32.43%
32.42%
-0.72%
0.36%
-5.28%
19.33%
-5.29%
-2.13%
-3.90%
-1.68%
13.74%
-2.12%
-3.89%
13.75%
-1.28%
3.71%
21.56%
29.57%
-4.42%
-0.48%
3.45%
24.75%
-3.84%
0.70%
2.16%
35.15%
-2.29%
3.29%
4.46%
37.03%
-10.40%
6.16%
29.24%
-5.91%
-6.88%
-11.42%
-4.76%
-1.26%
21.61%
29.62%
-3.96%
1.02%
10.01%
49.71%
0.32%
5.29%
23.06%
33.69%
-7.81%
-8.08%
-5.18%
2.14%
-4.26%
0.05%
6.34%
30.69%
-1.61%
4.56%
6.97%
45.66%
-3.29%
-1.33%
3.36%
36.17%
-5.38%
-2.77%
10.28%
45.51%
-4.10%
1.19%
6.39%
45.59%
-0.92%
-0.29%
-6.80%
56.62%
-0.98%
-0.35%
-6.89%
56.51%
-1.89%
7.67%
-1.88%
-1.84%
1.35%
6.76%
-2.11%
1.37%
6.78%
-2.41%
-2.50%
-0.40%
2.83%
2.85%
-1.83%
-1.14%
2.61%
9.89%
-1.15%
2.63%
9.88%
-2.22%
3.98%
19.10%
58.54%
-2.17%
4.04%
19.17%
58.63%
-4.34%
-2.19%
19.50%
40.80%
-3.54%
-0.43%
23.58%
50.94%
2.58%
15.64%
12.21%
12.22%
1.56%
10.34%
19.64%
25.23%
1.57%
19.66%
25.20%
1.99%
11.43%
21.68%
31.64%
-12.70%
-13.87%
-10.27%
5.45%
-10.90%
-12.75%
-16.18%
-1.69%
-11.71%
-12.97%
-1.39%
10.74%
-9.74%
-11.53%
-7.57%
3.80%
-11.80%
-13.28%
-2.53%
5.91%
-7.27%
-4.43%
16.99%
-9.43%
-5.63%
2.24%
25.26%
-4.64%
4.77%
34.72%
-4.66%
-0.89%
4.75%
34.68%
-5.96%
8.70%
28.10%
-5.99%
8.72%
28.12%