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(2026/01/27)
3個月
3.12%
6個月
12.72%
一年
12.18%
三年
74.30%
5.65%
20.39%
8.02%
80.58%
淨值(2026/01/28)
3.58%
10.21%
14.66%
49.40%
1.66%
6.52%
-13.12%
-0.32%
4.04%
9.55%
-0.53%
9.60%
-1.77%
1.54%
2.36%
17.92%
-1.21%
2.73%
4.38%
24.92%
-1.35%
2.38%
3.33%
N/A
-1.20%
2.74%
4.42%
25.05%
7.97%
21.49%
18.79%
71.04%
7.95%
21.48%
18.82%
71.02%
4.33%
11.80%
19.81%
54.96%
4.35%
11.88%
19.82%
55.04%
11.89%
5.40%
13.68%
23.38%
65.09%
5.30%
23.42%
5.32%
64.91%
4.76%
8.70%
14.35%
25.77%
0.02%
4.58%
7.63%
34.68%
0.96%
8.14%
10.16%
36.15%
11.25%
27.66%
49.39%
19.58%
8.34%
17.07%
20.37%
43.37%
8.35%
17.09%
20.35%
43.38%
8.13%
16.83%
20.19%
43.41%
8.33%
16.93%
20.22%
6.74%
12.28%
24.69%
44.97%
24.66%
44.93%
45.00%
12.29%
24.70%
6.13%
10.83%
21.27%
34.18%
6.09%
10.76%
21.18%
34.22%
6.08%
21.10%
34.05%
6.03%
10.53%
20.90%
33.93%
6.46%
16.43%
19.33%
53.82%
7.30%
18.32%
23.65%
75.04%
3.70%
11.56%
8.57%
31.45%
1.55%
6.14%
11.34%
28.88%
11.39%
28.90%
28.87%
1.22%
5.05%
9.40%
23.22%
1.21%
9.44%
23.26%
9.45%
23.23%
2.08%
6.71%
12.66%
30.91%
12.69%
30.92%
6.20%
12.45%
37.76%
37.75%
-0.02%
5.47%
-1.02%
18.44%
5.46%
-1.03%
-2.41%
3.16%
14.32%
3.15%
14.33%
7.89%
22.21%
44.19%
28.60%
3.53%
7.92%
10.72%
30.26%
2.80%
5.77%
8.32%
39.23%
3.04%
4.28%
12.90%
41.55%
7.44%
41.67%
-4.55%
-7.16%
-14.87%
-4.12%
7.87%
22.16%
44.28%
28.55%
4.17%
7.46%
15.69%
51.82%
5.57%
27.59%
36.64%
-2.21%
-4.71%
-2.45%
3.44%
8.64%
13.31%
36.46%
3.57%
5.41%
15.43%
50.47%
-0.19%
3.54%
39.13%
2.26%
6.27%
20.76%
53.30%
3.37%
7.39%
14.13%
50.65%
0.89%
2.72%
1.06%
74.16%
0.92%
1.02%
74.13%
1.19%
5.95%
2.11%
8.71%
8.72%
-0.50%
2.32%
5.37%
2.31%
8.73%
-0.62%
1.51%
3.75%
5.03%
3.77%
0.17%
3.05%
6.73%
11.85%
6.75%
3.06%
3.14%
20.57%
20.00%
72.59%
-0.37%
10.89%
20.86%
55.70%
0.64%
24.68%
66.47%
2.37%
8.29%
18.33%
14.49%
2.35%
8.31%
14.47%
9.88%
18.43%
24.47%
18.41%
24.46%
25.76%
10.41%
19.62%
26.39%
32.25%
-5.05%
-7.17%
-4.18%
15.23%
-7.32%
-9.56%
-16.37%
4.56%
-3.56%
0.56%
3.84%
21.86%
-5.92%
-2.43%
-9.32%
10.86%
-3.87%
2.49%
16.01%
-2.06%
1.31%
-3.23%
26.00%
0.75%
4.00%
11.27%
38.93%
1.03%
11.22%
6.05%
40.16%
11.24%
40.15%
-1.38%
4.14%
10.51%
34.91%
-1.41%
4.07%
10.52%
34.92%