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(2026/05/15)
3個月
16.05%
6個月
20.06%
一年
40.16%
三年
86.53%
16.16%
21.62%
46.49%
91.04%
1.82%
7.06%
15.53%
42.86%
2.93%
2.44%
7.55%
N/A
2.91%
2.51%
8.05%
26.68%
2.85%
2.42%
7.98%
26.46%
2.22%
1.30%
5.46%
19.43%
-8.97%
-9.65%
-4.13%
-10.51%
-10.85%
-9.60%
-0.39%
-4.32%
淨值(2026/05/14)
4.21%
10.98%
31.96%
71.11%
4.25%
31.93%
71.05%
4.27%
10.97%
32.03%
71.21%
3.29%
7.43%
22.56%
55.38%
3.35%
7.46%
22.64%
55.46%
4.31%
9.78%
26.86%
67.10%
4.24%
9.66%
26.80%
66.99%
9.70%
-7.85%
-0.27%
4.75%
18.04%
2.12%
-0.83%
7.44%
27.11%
5.31%
4.93%
16.88%
34.46%
7.24%
22.24%
51.24%
32.92%
-0.23%
10.46%
28.56%
46.90%
-0.26%
10.48%
28.59%
46.92%
-0.32%
10.32%
28.27%
46.76%
10.49%
28.43%
46.85%
-0.20%
9.91%
25.72%
49.55%
-0.21%
49.49%
-0.22%
9.89%
25.69%
49.54%
49.53%
-0.88%
8.53%
22.39%
38.41%
8.51%
22.33%
38.43%
8.48%
22.21%
38.39%
-0.93%
8.39%
22.01%
38.02%
1.79%
11.95%
31.67%
54.52%
2.64%
13.84%
36.50%
75.36%
0.46%
4.18%
14.73%
31.16%
0.24%
2.57%
10.79%
28.54%
0.22%
2.55%
10.78%
0.23%
28.57%
2.56%
28.52%
-0.07%
1.95%
8.89%
22.88%
1.94%
8.90%
22.91%
0.63%
3.64%
12.37%
31.74%
0.62%
3.63%
12.38%
1.36%
3.94%
12.54%
36.04%
36.03%
-0.52%
6.02%
17.77%
-1.25%
1.47%
5.99%
17.50%
-0.76%
0.91%
1.51%
15.24%
-1.30%
0.36%
1.49%
15.19%
7.62%
17.73%
41.33%
53.65%
-0.35%
5.54%
27.97%
0.40%
6.88%
8.84%
41.10%
-0.13%
7.05%
8.63%
38.90%
-2.48%
-2.45%
9.39%
36.86%
1.25%
-0.45%
-7.33%
7.56%
17.70%
41.25%
53.61%
1.26%
7.28%
15.32%
54.07%
15.38%
32.12%
44.41%
-0.62%
-0.30%
-3.65%
5.71%
0.19%
5.95%
11.02%
34.83%
0.49%
8.35%
11.13%
47.40%
-0.99%
2.58%
5.91%
40.01%
-2.82%
2.73%
10.11%
49.87%
0.58%
7.35%
12.83%
51.67%
淨值(2026/05/18)
13.63%
14.89%
5.58%
79.24%
13.66%
5.59%
79.41%
-2.32%
-0.19%
4.70%
7.74%
4.71%
-2.08%
-1.15%
2.89%
-2.09%
-1.16%
2.88%
8.38%
-2.67%
-1.74%
1.09%
4.05%
-2.68%
-1.75%
4.07%
4.06%
-2.05%
-0.28%
4.14%
11.53%
7.83%
13.92%
39.27%
77.48%
7.88%
13.98%
39.35%
77.57%
6.78%
10.25%
29.08%
60.68%
7.86%
12.61%
33.84%
73.35%
-1.81%
3.43%
16.91%
16.63%
-1.78%
4.85%
16.79%
33.55%
35.32%
16.82%
33.54%
35.33%
5.37%
17.97%
36.34%
42.31%
-5.16%
-9.70%
-12.83%
3.84%
-3.37%
-9.84%
-16.16%
-3.01%
0.68%
5.16%
23.93%
0.69%
1.22%
15.97%
3.59%
0.54%
4.55%
18.91%
3.32%
-0.16%
5.23%
22.00%
1.33%
-0.03%
9.21%
30.74%
3.93%
4.63%
18.73%
41.80%
3.49%
4.16%
18.75%
41.75%
3.23%
13.52%
38.48%
3.20%
38.26%