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(2026/05/21)
3個月
16.40%
6個月
23.91%
一年
42.21%
三年
84.13%
16.70%
24.60%
48.97%
89.69%
3.16%
10.12%
15.37%
42.18%
淨值(2026/05/22)
3.19%
4.54%
9.25%
N/A
3.11%
9.70%
27.53%
3.03%
4.48%
9.61%
27.27%
2.43%
3.31%
7.03%
20.17%
-7.13%
-8.67%
-2.04%
-9.18%
-8.55%
-7.91%
0.76%
-2.46%
3.61%
11.69%
30.91%
68.17%
3.63%
11.66%
30.92%
68.16%
8.81%
20.83%
51.80%
8.77%
20.89%
51.69%
3.37%
11.07%
25.00%
63.30%
11.05%
24.97%
63.41%
-6.91%
3.39%
6.10%
18.84%
2.20%
2.75%
9.41%
27.76%
4.12%
9.30%
17.81%
32.85%
6.69%
28.29%
53.02%
33.19%
-0.07%
12.47%
28.06%
46.91%
-0.09%
12.48%
28.09%
46.92%
-0.31%
12.16%
27.57%
46.53%
12.50%
27.93%
46.86%
-0.11%
25.03%
48.98%
48.92%
-0.12%
-0.85%
21.70%
37.83%
-0.84%
21.65%
37.85%
11.02%
21.53%
37.82%
-0.89%
10.94%
21.33%
37.44%
3.15%
16.33%
34.53%
51.85%
4.07%
18.31%
39.41%
72.41%
0.02%
3.81%
14.51%
31.08%
0.01%
14.52%
2.82%
10.28%
28.25%
-0.08%
2.80%
10.27%
28.27%
28.28%
2.81%
28.23%
-0.72%
2.01%
8.17%
22.12%
2.00%
8.18%
22.15%
0.00%
3.73%
11.60%
31.16%
31.15%
0.89%
3.96%
12.18%
35.68%
35.67%
0.13%
6.90%
19.32%
6.88%
19.31%
-0.25%
1.47%
2.10%
16.09%
16.10%
7.88%
25.27%
46.50%
56.52%
3.01%
13.65%
13.24%
34.63%
1.44%
10.07%
10.10%
0.29%
11.14%
41.64%
-1.17%
2.14%
12.10%
0.85%
0.53%
-6.35%
-1.07%
25.28%
46.46%
56.57%
1.33%
10.30%
14.07%
54.49%
7.29%
18.63%
30.88%
42.78%
-0.80%
1.34%
-4.25%
6.34%
3.18%
13.94%
16.04%
41.29%
0.92%
12.49%
11.30%
50.33%
-1.25%
5.09%
7.87%
40.13%
-2.84%
5.97%
10.93%
50.50%
1.43%
10.44%
13.70%
52.77%
20.55%
22.61%
11.72%
88.45%
20.57%
22.60%
11.71%
88.36%
-2.64%
-1.11%
4.95%
9.03%
9.04%
-2.37%
-1.71%
9.49%
-2.38%
-1.72%
9.52%
-3.16%
-2.35%
0.94%
4.88%
4.90%
-2.51%
-0.87%
3.95%
6.87%
39.35%
71.61%
6.93%
16.15%
39.43%
71.70%
5.59%
13.12%
28.42%
54.36%
6.59%
15.46%
33.02%
66.67%
-0.21%
10.38%
17.87%
19.12%
-0.18%
10.36%
17.86%
4.32%
20.53%
37.80%
34.44%
4.31%
20.51%
37.81%
4.85%
21.69%
40.66%
41.39%
-4.10%
-7.30%
-12.50%
5.03%
-2.50%
-8.04%
-14.41%
-2.30%
3.68%
5.24%
7.41%
23.72%
5.26%
4.44%
4.35%
15.26%
3.66%
5.18%
6.82%
18.75%
3.05%
2.66%
6.68%
20.60%
1.67%
3.41%
29.66%
4.30%
6.19%
19.66%
42.60%
6.23%
19.69%
42.71%
5.71%
14.26%
38.61%
4.00%
5.64%
38.56%