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(2026/01/05)
3個月
5.85%
6個月
13.54%
一年
14.43%
三年
77.75%
9.78%
24.22%
9.70%
82.64%
淨值(2026/01/06)
3.37%
10.52%
14.76%
54.63%
5.84%
11.23%
-6.90%
1.04%
5.66%
10.37%
4.66%
11.20%
0.17%
2.58%
3.90%
20.42%
0.72%
3.81%
5.88%
27.63%
0.55%
3.38%
4.77%
N/A
3.78%
5.95%
27.75%
7.32%
23.69%
18.34%
71.56%
7.31%
23.61%
18.30%
71.59%
2.51%
11.28%
19.91%
56.47%
2.52%
11.29%
19.95%
56.50%
11.37%
3.52%
13.00%
23.55%
67.12%
3.47%
13.05%
23.53%
67.17%
13.08%
67.05%
0.60%
2.66%
10.01%
26.77%
2.25%
6.18%
10.40%
43.80%
2.91%
8.65%
11.48%
44.28%
8.34%
23.34%
37.53%
22.43%
6.74%
17.40%
18.39%
43.14%
6.30%
16.92%
17.86%
42.57%
6.59%
17.20%
18.27%
43.27%
6.28%
16.76%
17.75%
4.31%
11.01%
23.10%
45.70%
3.88%
10.55%
22.57%
45.06%
23.11%
45.73%
10.56%
22.61%
45.10%
3.65%
9.53%
19.81%
34.76%
3.17%
9.01%
19.22%
34.23%
3.61%
9.43%
19.65%
34.63%
3.12%
8.79%
19.01%
33.96%
6.86%
19.16%
17.32%
61.31%
7.79%
21.32%
21.75%
83.93%
3.85%
12.99%
7.89%
32.08%
32.07%
1.29%
5.98%
30.39%
1.28%
5.97%
30.41%
30.38%
0.52%
4.63%
9.20%
24.37%
9.24%
24.40%
4.64%
1.39%
6.26%
12.44%
32.53%
12.46%
1.34%
6.45%
12.39%
40.13%
40.12%
1.71%
8.18%
-0.88%
8.17%
-0.89%
-1.79%
-0.98%
3.43%
-1.80%
6.03%
23.77%
36.49%
31.52%
2.87%
8.53%
13.18%
33.58%
4.27%
7.55%
10.84%
41.77%
6.83%
17.30%
44.62%
1.11%
8.67%
10.73%
54.91%
-0.66%
-3.44%
-9.86%
0.90%
5.99%
23.71%
31.53%
3.50%
6.72%
17.25%
57.49%
3.69%
13.23%
22.51%
40.87%
-0.84%
-3.90%
1.44%
11.33%
3.16%
16.20%
40.32%
4.84%
8.08%
19.89%
53.81%
1.76%
6.11%
10.24%
1.58%
5.37%
24.05%
55.40%
4.73%
8.83%
16.69%
54.19%
2.13%
0.51%
-0.73%
73.58%
2.08%
0.50%
-0.76%
73.52%
1.87%
9.83%
9.84%
0.07%
5.15%
10.60%
1.86%
5.18%
10.61%
5.14%
-0.53%
0.78%
3.48%
6.43%
-0.54%
0.77%
6.44%
0.28%
2.30%
6.39%
13.67%
2.29%
6.41%
13.68%
4.06%
23.15%
20.82%
73.19%
-0.64%
10.67%
22.02%
57.59%
0.36%
12.51%
26.07%
68.65%
1.67%
6.46%
18.50%
17.55%
1.66%
18.47%
17.50%
10.54%
19.71%
19.42%
30.56%
19.68%
19.40%
30.53%
11.11%
21.04%
21.30%
37.44%
-1.86%
-6.18%
24.44%
-1.69%
-5.73%
-9.66%
12.81%
0.38%
5.75%
27.16%
-1.50%
-6.03%
15.79%
-1.94%
-0.12%
4.30%
20.78%
1.46%
6.16%
0.68%
33.71%
1.88%
5.62%
13.98%
49.26%
3.40%
15.95%
6.63%
41.81%
15.87%
6.60%
41.67%
-0.23%
6.05%
11.21%
38.08%
-0.22%
6.01%
11.19%
38.21%