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(2026/07/16)
3個月
7.43%
6個月
14.79%
一年
30.67%
三年
61.92%
9.80%
17.20%
43.20%
69.04%
5.46%
4.83%
17.02%
40.84%
淨值(2026/07/17)
2.54%
3.03%
6.14%
N/A
2.40%
2.88%
6.37%
24.97%
2.39%
2.86%
6.33%
24.81%
1.97%
1.74%
3.95%
17.86%
3.82%
-4.00%
7.72%
1.61%
0.69%
-5.32%
6.26%
3.49%
6.64%
8.73%
33.85%
64.36%
6.60%
8.68%
33.82%
64.17%
6.70%
8.72%
33.92%
64.45%
3.68%
4.65%
18.06%
45.96%
4.66%
18.08%
45.86%
45.82%
4.37%
6.42%
22.09%
57.50%
4.39%
57.53%
-0.64%
-0.83%
6.46%
17.88%
3.26%
-2.02%
5.22%
20.09%
0.09%
2.19%
10.68%
25.79%
-2.04%
5.85%
33.66%
18.01%
-1.10%
5.07%
23.96%
38.19%
23.98%
-1.34%
4.82%
23.41%
37.80%
-1.06%
5.12%
23.89%
38.17%
-2.40%
3.93%
17.21%
38.64%
-2.39%
17.22%
38.59%
3.91%
17.19%
38.63%
-3.04%
2.55%
14.16%
28.34%
2.56%
14.11%
28.24%
14.09%
28.22%
-3.03%
2.51%
13.82%
27.92%
5.74%
6.52%
31.73%
54.48%
6.43%
8.14%
36.03%
74.60%
3.39%
16.44%
30.23%
30.24%
2.10%
9.11%
27.66%
2.08%
9.09%
27.69%
9.10%
27.65%
1.14%
0.68%
6.39%
19.61%
6.38%
19.64%
1.80%
2.12%
9.66%
29.03%
9.64%
29.02%
2.42%
3.10%
10.25%
34.34%
34.33%
5.71%
5.65%
12.93%
23.20%
6.47%
5.64%
12.92%
23.19%
3.44%
3.43%
3.08%
18.25%
4.00%
5.52%
11.37%
35.00%
48.13%
6.68%
8.16%
18.66%
43.67%
4.59%
5.61%
13.93%
48.23%
14.02%
47.79%
1.60%
-2.74%
5.77%
27.11%
4.34%
-0.37%
-2.18%
1.57%
5.51%
11.33%
34.96%
48.11%
3.32%
5.50%
14.51%
52.07%
-1.37%
3.89%
20.20%
29.76%
1.43%
-1.68%
-3.47%
3.40%
8.71%
20.12%
50.67%
4.10%
7.70%
16.43%
56.50%
3.12%
4.02%
9.59%
46.80%
-0.15%
2.63%
8.19%
49.52%
4.04%
5.88%
15.70%
56.83%
16.50%
15.48%
19.48%
59.64%
16.61%
15.56%
19.56%
59.69%
1.09%
0.08%
6.54%
9.93%
6.55%
9.94%
0.28%
-0.88%
1.78%
10.21%
0.27%
1.77%
10.24%
-0.87%
10.22%
-0.78%
-2.11%
-0.48%
4.42%
-0.49%
4.44%
4.43%
-0.11%
-0.81%
12.22%
2.41%
12.21%
4.50%
7.99%
33.59%
58.49%
1.54%
3.85%
17.50%
40.24%
2.25%
21.83%
51.80%
2.75%
6.31%
15.52%
15.75%
6.34%
15.49%
15.72%
4.85%
9.82%
32.46%
34.32%
9.81%
32.45%
34.31%
5.28%
10.85%
35.11%
41.18%
2.26%
-5.09%
-9.62%
3.98%
5.19%
-3.83%
-8.42%
2.13%
0.71%
-0.23%
-0.70%
12.95%
3.57%
1.15%
0.65%
10.99%
0.78%
-1.09%
8.77%
4.92%
6.81%
22.37%
-0.76%
5.36%
24.78%
-0.22%
0.51%
13.76%
33.20%
0.21%
0.54%
13.81%
33.23%
-2.33%
-1.57%
3.80%
27.64%
-1.91%
3.75%
27.68%