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(2026/05/19)
3個月
13.23%
6個月
18.69%
一年
35.84%
三年
79.10%
13.70%
20.18%
42.32%
84.82%
2.95%
8.99%
16.39%
42.11%
2.17%
2.98%
6.64%
N/A
2.14%
3.02%
7.12%
25.93%
2.11%
2.96%
7.08%
25.76%
1.47%
1.82%
4.56%
18.71%
-8.04%
-8.22%
-4.97%
-9.70%
-9.29%
-7.73%
-1.88%
-3.17%
淨值(2026/05/18)
2.90%
11.49%
29.34%
66.54%
2.93%
11.47%
29.31%
11.55%
29.41%
66.63%
2.00%
8.19%
19.71%
51.17%
1.94%
8.06%
19.65%
50.95%
1.93%
8.11%
19.63%
50.90%
2.83%
10.33%
23.64%
62.45%
2.82%
10.28%
23.65%
62.53%
10.40%
23.72%
62.55%
-8.11%
2.51%
3.08%
17.09%
1.18%
0.70%
6.21%
25.56%
3.46%
6.32%
14.00%
30.62%
4.00%
22.31%
48.73%
29.74%
-0.99%
10.86%
26.88%
45.55%
-1.02%
10.87%
26.90%
45.56%
-1.09%
10.71%
26.57%
45.38%
10.89%
26.75%
45.50%
-1.15%
10.34%
23.87%
47.42%
-1.16%
47.36%
-1.17%
10.32%
23.85%
47.41%
47.40%
-1.87%
8.94%
20.57%
36.40%
8.92%
20.52%
36.43%
8.90%
20.39%
-1.92%
8.81%
20.20%
36.03%
1.16%
14.83%
30.63%
50.56%
1.98%
16.74%
35.41%
70.77%
-0.47%
3.86%
13.29%
30.13%
3.87%
13.30%
-0.53%
2.49%
9.12%
27.55%
-0.55%
2.48%
9.11%
27.58%
-0.54%
27.54%
-1.07%
1.70%
7.20%
21.61%
7.21%
21.64%
21.65%
1.71%
-0.38%
3.41%
10.56%
3.40%
0.54%
3.75%
11.09%
35.09%
-0.44%
2.03%
5.96%
18.63%
-0.45%
2.02%
5.95%
0.74%
1.19%
15.23%
4.77%
17.79%
39.28%
51.35%
-1.19%
7.98%
7.52%
27.78%
0.48%
9.08%
8.54%
40.42%
0.13%
10.35%
9.18%
41.01%
-1.66%
0.46%
8.37%
35.11%
-0.37%
0.17%
-8.41%
-2.16%
4.71%
17.72%
39.25%
51.29%
0.83%
8.58%
14.11%
54.34%
6.59%
16.16%
31.47%
42.08%
-1.77%
0.60%
-5.61%
5.20%
-1.01%
8.17%
10.21%
34.20%
0.72%
11.59%
11.69%
49.61%
-1.72%
4.66%
5.35%
37.95%
-3.11%
5.11%
8.56%
48.31%
0.75%
9.55%
12.38%
51.07%
淨值(2026/05/20)
15.82%
16.56%
81.54%
15.84%
81.64%
-3.06%
-1.04%
3.70%
8.23%
8.22%
-2.77%
1.62%
8.88%
-2.78%
-1.89%
1.61%
8.87%
-3.47%
-2.52%
-0.12%
4.33%
-2.53%
4.35%
-3.46%
4.34%
-2.85%
-1.06%
11.95%
6.02%
15.03%
36.85%
70.10%
4.90%
11.48%
26.32%
53.63%
5.89%
13.85%
30.84%
65.88%
-1.46%
6.78%
16.88%
16.93%
-1.44%
6.76%
16.87%
2.80%
17.13%
32.38%
31.46%
2.81%
17.12%
32.39%
31.44%
3.35%
18.34%
35.22%
38.25%
-4.58%
-7.43%
-13.36%
4.44%
-3.21%
-7.83%
-15.93%
-2.88%
1.79%
3.28%
21.41%
3.20%
1.26%
0.03%
13.05%
1.73%
2.65%
16.46%
2.22%
1.45%
4.86%
19.43%
1.92%
8.29%
28.82%
3.12%
4.98%
17.40%
40.97%
3.14%
4.93%
17.41%
41.09%
2.53%
3.60%
12.01%
36.71%
2.62%
3.64%
12.06%
36.73%