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(2026/06/17)
3個月
23.96%
6個月
26.72%
一年
45.22%
三年
77.20%
22.81%
26.95%
55.32%
82.23%
淨值(2026/06/18)
11.29%
7.92%
18.16%
39.89%
7.16%
4.93%
8.84%
N/A
7.06%
4.91%
9.21%
25.39%
7.04%
4.88%
9.13%
25.22%
6.43%
3.70%
6.62%
18.17%
淨值(2026/06/19)
-1.05%
-8.03%
-0.76%
-7.84%
-1.69%
-10.07%
-0.72%
-3.28%
6.79%
9.63%
34.24%
63.99%
6.78%
9.64%
63.96%
6.73%
6.69%
7.32%
21.40%
47.56%
6.66%
7.28%
21.33%
47.54%
6.76%
7.81%
9.47%
25.60%
59.51%
7.82%
9.40%
25.56%
59.41%
25.50%
4.28%
1.82%
7.86%
16.33%
6.88%
1.02%
7.57%
22.09%
14.12%
6.96%
18.44%
30.60%
20.11%
25.48%
55.82%
31.64%
3.75%
9.69%
27.62%
42.35%
9.70%
27.63%
42.37%
3.49%
9.37%
27.12%
41.99%
3.76%
9.72%
27.48%
42.33%
4.65%
9.98%
44.41%
4.66%
44.35%
4.64%
9.96%
22.78%
44.40%
3.86%
8.55%
19.54%
33.59%
8.53%
19.49%
33.56%
3.85%
8.49%
19.42%
3.81%
8.46%
19.17%
33.20%
19.81%
17.32%
39.39%
54.48%
20.79%
19.20%
44.31%
74.95%
2.85%
3.88%
16.05%
29.92%
3.89%
16.06%
3.72%
3.65%
10.49%
28.35%
3.63%
28.38%
3.64%
28.34%
2.87%
2.37%
7.90%
20.66%
2.36%
7.91%
20.69%
3.74%
4.07%
11.31%
30.08%
11.32%
30.09%
4.59%
11.91%
35.14%
35.13%
3.57%
3.37%
10.83%
21.27%
3.56%
10.82%
4.58%
3.20%
3.21%
24.30%
29.62%
55.24%
60.37%
16.81%
13.77%
42.76%
10.12%
8.64%
15.34%
44.52%
7.94%
8.02%
13.40%
44.97%
5.01%
-1.92%
8.16%
27.69%
2.83%
-3.50%
-1.42%
29.66%
60.33%
6.24%
4.46%
13.69%
51.28%
10.50%
13.95%
31.21%
36.80%
4.44%
1.39%
-2.97%
17.58%
14.35%
23.84%
50.06%
8.36%
9.19%
15.93%
53.67%
8.63%
6.83%
13.00%
44.54%
8.22%
13.01%
51.75%
10.70%
8.47%
18.04%
54.55%
33.09%
37.44%
31.01%
93.98%
37.56%
31.10%
93.99%
-0.06%
0.13%
5.75%
9.85%
0.97%
0.19%
2.60%
11.27%
0.96%
0.18%
11.26%
-0.01%
-0.92%
0.40%
5.61%
-0.93%
5.63%
0.78%
0.54%
13.46%
3.38%
11.03%
13.84%
39.43%
59.66%
10.96%
11.33%
25.73%
43.43%
12.13%
13.65%
30.31%
55.27%
8.77%
11.79%
19.21%
17.12%
8.76%
11.78%
17.07%
13.23%
20.74%
40.75%
33.90%
13.24%
20.76%
40.78%
33.87%
21.93%
43.72%
0.47%
-7.87%
-13.62%
-0.10%
-6.56%
-14.10%
-5.25%
12.88%
7.00%
18.35%
12.97%
7.05%
7.17%
12.94%
12.93%
6.47%
13.79%
7.56%
3.07%
8.38%
20.25%
7.43%
0.91%
8.28%
26.31%
6.35%
21.52%
40.61%
6.87%
21.51%
40.63%
13.68%
36.69%
7.44%
6.64%
13.71%
36.71%