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(2026/05/28)
3個月
18.21%
6個月
20.80%
一年
44.35%
三年
84.50%
18.88%
20.90%
51.68%
88.63%
4.60%
8.46%
17.38%
46.50%
3.54%
3.28%
9.21%
N/A
3.46%
3.30%
9.63%
28.58%
3.43%
9.55%
28.37%
2.77%
2.08%
7.00%
21.17%
-7.83%
-9.50%
-2.66%
-7.44%
-9.19%
-9.12%
0.46%
0.63%
淨值(2026/05/27)
3.60%
9.48%
31.46%
69.08%
3.62%
9.51%
31.36%
69.06%
2.41%
7.12%
21.22%
53.56%
2.35%
7.10%
21.21%
53.60%
7.20%
3.06%
9.24%
25.32%
65.49%
3.04%
9.31%
25.34%
65.63%
-7.62%
0.40%
5.67%
22.00%
3.19%
0.72%
9.86%
29.34%
5.64%
6.81%
18.61%
35.20%
25.00%
56.46%
40.25%
1.39%
10.67%
29.28%
48.59%
1.35%
10.69%
29.30%
48.61%
1.13%
10.36%
28.79%
48.21%
1.38%
29.14%
48.53%
1.19%
10.90%
26.08%
51.43%
51.37%
1.18%
10.88%
26.05%
51.42%
0.52%
9.50%
22.74%
40.09%
22.69%
40.11%
0.53%
9.44%
22.56%
0.45%
9.37%
22.37%
39.71%
14.07%
32.51%
54.29%
2.22%
16.02%
37.38%
75.11%
0.55%
3.07%
14.85%
32.12%
32.13%
14.86%
0.26%
2.40%
10.43%
29.39%
0.25%
2.39%
10.41%
29.42%
10.42%
29.37%
-0.25%
1.56%
8.38%
23.67%
-0.26%
8.39%
23.70%
0.30%
3.22%
11.78%
32.91%
0.29%
1.17%
3.48%
12.24%
36.94%
12.25%
36.93%
0.66%
1.54%
7.39%
19.23%
0.65%
1.53%
7.38%
19.22%
0.08%
1.46%
2.27%
16.87%
16.88%
9.71%
25.76%
50.58%
62.26%
2.78%
10.65%
13.69%
36.43%
8.43%
10.81%
42.97%
-0.99%
8.06%
8.33%
44.94%
0.48%
-1.13%
10.71%
35.48%
2.14%
1.07%
-5.20%
1.64%
9.73%
25.75%
50.65%
0.67%
6.65%
13.26%
58.58%
8.97%
16.31%
35.19%
49.56%
0.76%
1.44%
-2.29%
10.60%
2.85%
11.08%
16.72%
43.32%
-0.36%
9.34%
10.83%
53.76%
-0.75%
2.64%
7.51%
40.51%
-2.09%
3.02%
10.80%
52.88%
0.02%
8.75%
14.58%
54.10%
淨值(2026/05/29)
25.22%
27.65%
23.98%
95.55%
25.26%
27.68%
23.97%
95.51%
-1.92%
-1.10%
5.03%
10.22%
-1.77%
-1.35%
11.01%
-1.36%
2.76%
11.04%
-2.51%
-2.08%
0.93%
6.45%
0.94%
6.47%
-1.95%
-0.67%
3.90%
14.22%
-1.96%
-0.68%
9.18%
15.35%
42.57%
73.28%
9.23%
15.41%
42.65%
73.37%
7.81%
12.75%
31.18%
56.82%
8.65%
15.12%
35.91%
69.74%
1.82%
10.44%
23.39%
24.05%
1.81%
10.46%
23.35%
24.02%
7.34%
19.54%
40.73%
37.09%
7.33%
7.91%
20.70%
43.63%
44.20%
-4.46%
-8.41%
-12.80%
6.38%
-3.15%
-8.74%
-15.40%
-2.25%
5.40%
3.29%
8.21%
25.93%
6.93%
2.87%
4.86%
15.99%
5.46%
3.24%
7.65%
20.92%
1.98%
-0.43%
5.49%
21.51%
0.01%
8.16%
31.67%
6.03%
21.59%
45.41%
6.04%
4.79%
21.49%
45.33%
5.44%
4.78%
15.64%
42.19%
5.53%
15.71%
42.26%