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(2026/06/08)
3個月
22.46%
6個月
17.83%
一年
38.16%
三年
76.28%
22.01%
19.25%
45.71%
80.98%
9.63%
6.71%
16.22%
44.52%
4.22%
2.40%
6.80%
N/A
4.17%
2.39%
7.22%
25.19%
4.13%
2.37%
7.16%
25.06%
3.52%
1.24%
4.66%
18.01%
-4.05%
-6.26%
-2.88%
-7.45%
-4.54%
-6.90%
-1.66%
-0.88%
淨值(2026/06/05)
5.22%
8.34%
31.41%
67.75%
8.40%
31.46%
67.83%
5.16%
4.81%
5.50%
20.82%
51.47%
4.83%
5.46%
20.81%
51.57%
4.88%
5.90%
7.52%
24.92%
63.56%
5.91%
7.55%
24.98%
5.89%
7.59%
25.00%
63.67%
-3.41%
-0.14%
3.58%
15.97%
5.51%
-0.07%
6.15%
26.01%
8.16%
5.24%
14.54%
31.97%
15.42%
20.86%
51.77%
33.99%
2.32%
8.73%
26.02%
45.26%
2.31%
8.75%
26.04%
45.29%
2.07%
8.43%
25.54%
44.91%
2.34%
8.76%
25.89%
45.24%
3.00%
8.66%
22.68%
47.71%
3.01%
47.65%
2.99%
8.64%
22.66%
47.69%
2.25%
7.26%
19.46%
36.59%
2.26%
7.24%
19.41%
36.61%
7.21%
19.34%
36.60%
2.19%
7.14%
19.10%
36.22%
10.47%
14.35%
31.29%
53.10%
11.44%
16.24%
36.05%
73.46%
1.23%
3.03%
14.26%
30.80%
3.04%
14.27%
1.71%
2.27%
9.84%
28.15%
1.70%
28.18%
28.14%
1.09%
1.19%
7.63%
21.78%
1.18%
7.64%
21.81%
1.89%
2.86%
10.98%
31.27%
10.99%
31.26%
2.20%
3.25%
11.52%
35.25%
11.53%
1.87%
2.76%
19.30%
1.86%
2.75%
7.57%
19.29%
1.52%
2.04%
16.42%
2.18%
2.03%
16.43%
15.02%
21.23%
42.26%
54.23%
9.54%
10.59%
12.67%
37.92%
3.78%
7.04%
9.12%
40.97%
3.64%
7.48%
43.04%
1.22%
-2.54%
6.97%
30.71%
3.77%
0.45%
-5.94%
0.05%
15.08%
21.22%
42.33%
54.21%
3.10%
5.66%
12.39%
55.07%
12.05%
12.06%
30.81%
43.33%
3.45%
-0.26%
-4.67%
7.23%
10.11%
11.12%
15.44%
44.99%
4.21%
8.74%
10.03%
51.76%
6.84%
40.87%
2.77%
3.43%
8.27%
50.97%
4.51%
7.38%
12.45%
51.89%
淨值(2026/06/09)
31.83%
27.97%
87.38%
28.73%
27.83%
23.04%
87.35%
-1.62%
-0.45%
4.55%
9.10%
4.56%
-0.85%
-0.73%
9.89%
-0.86%
9.91%
-1.65%
-1.70%
0.34%
4.97%
4.99%
-1.71%
-0.94%
-0.25%
3.26%
12.85%
3.27%
9.74%
11.09%
38.28%
67.52%
9.31%
8.04%
26.81%
50.72%
10.33%
63.31%
10.27%
5.12%
7.53%
17.94%
20.33%
5.10%
17.90%
20.30%
9.39%
16.97%
36.23%
32.22%
9.38%
16.95%
36.18%
32.19%
9.96%
18.11%
39.03%
-2.03%
-8.77%
-15.05%
-1.72%
-8.11%
-16.19%
-3.66%
7.49%
0.43%
3.87%
19.78%
8.19%
1.37%
2.64%
11.98%
0.38%
3.28%
15.00%
2.28%
-0.54%
4.64%
18.72%
1.72%
5.53%
27.55%
5.84%
4.43%
18.92%
42.25%
5.88%
4.53%
19.01%
42.39%
6.27%
12.80%
38.57%
6.21%
3.14%
12.73%
38.60%