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(2025/12/24)
3個月
8.17%
6個月
18.00%
一年
13.71%
三年
76.17%
12.29%
25.71%
9.57%
80.56%
淨值(2025/12/23)
3.00%
13.25%
13.89%
53.88%
淨值(2025/12/26)
10.28%
7.62%
-8.23%
-1.26%
10.96%
8.06%
3.61%
9.28%
0.45%
3.08%
2.78%
21.01%
1.04%
4.34%
4.79%
28.41%
0.88%
3.93%
3.73%
N/A
1.07%
4.89%
28.53%
9.18%
24.44%
70.94%
9.25%
24.54%
18.02%
70.96%
4.20%
14.97%
19.01%
55.83%
4.14%
14.96%
18.95%
55.70%
5.16%
16.80%
22.45%
66.89%
5.12%
16.73%
22.50%
66.91%
1.71%
3.04%
8.05%
28.89%
4.28%
8.00%
8.25%
43.12%
4.15%
8.98%
10.62%
45.14%
8.07%
27.21%
35.46%
19.13%
7.66%
17.01%
17.12%
41.79%
7.65%
17.08%
41.81%
7.50%
16.89%
41.91%
7.64%
16.85%
16.97%
41.82%
5.08%
12.39%
21.29%
44.53%
21.26%
44.49%
21.30%
44.55%
4.39%
10.85%
33.53%
4.37%
10.83%
17.97%
33.61%
4.40%
10.80%
17.86%
33.48%
4.32%
10.60%
17.76%
33.37%
7.38%
16.90%
15.02%
55.53%
8.23%
19.00%
19.38%
77.52%
4.64%
12.24%
8.10%
32.10%
1.92%
6.98%
11.02%
30.10%
1.91%
6.99%
11.06%
30.12%
11.01%
30.09%
1.20%
5.93%
9.03%
24.33%
5.94%
9.08%
24.35%
24.36%
1.21%
9.04%
2.03%
7.58%
12.15%
32.75%
7.59%
12.18%
32.76%
2.12%
7.63%
12.40%
40.54%
40.53%
1.65%
6.46%
-0.66%
-0.67%
-2.04%
-0.04%
3.17%
5.05%
16.46%
28.34%
30.35%
4.12%
5.43%
11.19%
35.76%
4.72%
6.15%
9.23%
41.71%
4.80%
5.56%
17.52%
46.35%
2.71%
8.01%
9.27%
52.76%
-0.58%
-4.87%
-11.92%
0.10%
5.03%
16.45%
28.35%
30.41%
4.24%
9.96%
18.03%
57.39%
3.92%
18.12%
23.01%
39.79%
-0.29%
-3.54%
-0.16%
11.10%
4.50%
7.04%
14.32%
43.02%
5.37%
6.85%
20.10%
55.79%
3.24%
6.23%
9.37%
40.06%
3.05%
8.63%
23.94%
55.39%
5.52%
8.40%
15.29%
54.61%
0.64%
-0.85%
-4.39%
72.30%
-0.86%
-4.37%
1.69%
9.99%
10.00%
0.21%
10.53%
2.04%
10.54%
-0.34%
1.11%
3.48%
6.49%
-0.35%
3.51%
6.51%
6.50%
2.65%
6.28%
13.97%
2.66%
6.30%
24.09%
18.98%
6.16%
1.25%
14.42%
19.67%
1.32%
2.28%
16.38%
23.46%
2.37%
9.41%
14.87%
19.36%
2.35%
9.42%
14.89%
19.35%
8.82%
28.48%
8.81%
17.07%
14.99%
28.43%
9.48%
18.44%
16.87%
35.36%
-1.59%
-5.60%
0.55%
26.69%
-1.88%
-6.90%
-11.29%
14.16%
-1.80%
2.11%
28.20%
-2.09%
0.70%
-7.89%
15.61%
-2.06%
1.59%
2.96%
21.69%
2.60%
6.04%
0.14%
31.54%
2.54%
8.55%
13.57%
46.41%
4.22%
6.09%
41.46%
14.93%
6.14%
41.40%
0.39%
7.79%
10.12%
37.92%
0.43%
7.82%
10.23%
38.01%