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(2026/06/02)
3個月
22.20%
6個月
24.99%
一年
47.39%
三年
85.73%
22.25%
25.02%
54.61%
90.49%
8.19%
9.78%
19.54%
45.97%
3.95%
4.28%
9.52%
N/A
3.87%
4.27%
9.92%
27.27%
3.84%
9.87%
27.10%
3.16%
3.05%
7.28%
19.96%
-10.71%
-11.52%
-5.09%
-11.77%
-11.10%
-11.17%
-3.35%
-4.24%
淨值(2026/06/01)
5.19%
10.96%
33.88%
73.68%
4.52%
10.93%
32.94%
72.60%
5.25%
10.95%
33.96%
73.61%
4.04%
8.90%
23.47%
57.51%
3.42%
8.95%
22.81%
56.96%
8.98%
4.79%
11.15%
27.74%
70.09%
4.06%
11.09%
26.91%
69.32%
27.63%
-7.94%
0.07%
4.77%
17.56%
5.26%
2.14%
10.15%
28.08%
7.22%
8.02%
19.59%
35.03%
12.71%
26.22%
59.50%
38.73%
1.18%
9.81%
28.11%
46.37%
0.73%
9.83%
27.60%
46.38%
0.93%
9.51%
27.62%
46.01%
0.75%
9.84%
27.44%
46.34%
1.34%
10.24%
25.00%
48.78%
0.91%
24.48%
48.71%
1.32%
10.22%
24.97%
48.76%
0.60%
8.82%
21.67%
37.56%
0.18%
8.79%
21.11%
37.57%
8.76%
21.56%
0.12%
8.69%
20.79%
37.17%
4.00%
16.05%
32.58%
53.16%
4.94%
18.03%
37.45%
73.63%
1.06%
3.64%
15.43%
32.39%
0.32%
3.63%
14.57%
32.41%
32.40%
1.07%
0.80%
3.26%
10.94%
29.58%
0.04%
3.23%
10.10%
29.61%
3.25%
29.57%
0.30%
2.37%
23.65%
-0.42%
2.35%
8.17%
23.76%
-0.43%
0.92%
4.08%
12.38%
33.27%
0.14%
4.07%
11.51%
33.28%
0.57%
11.47%
36.83%
11.48%
1.60%
2.13%
7.66%
19.55%
2.12%
7.64%
1.56%
2.08%
2.74%
16.77%
1.55%
2.09%
16.78%
15.97%
30.84%
56.70%
66.43%
5.39%
11.54%
14.14%
36.93%
1.43%
8.88%
12.02%
42.14%
0.10%
7.80%
8.86%
44.42%
-0.37%
-1.54%
10.13%
31.95%
3.53%
-2.71%
15.96%
56.69%
66.40%
2.20%
7.54%
14.36%
59.13%
10.35%
16.48%
36.41%
47.05%
3.52%
3.86%
-0.94%
10.12%
5.63%
11.82%
16.91%
43.78%
0.68%
9.06%
11.33%
53.13%
1.27%
5.33%
9.63%
42.42%
0.95%
5.67%
11.62%
54.62%
1.86%
9.23%
15.44%
53.54%
淨值(2026/06/03)
29.60%
30.19%
27.51%
97.41%
29.64%
30.21%
27.59%
97.48%
-1.93%
-0.85%
4.89%
-2.51%
-0.88%
8.75%
-1.71%
-0.87%
2.65%
9.60%
-2.23%
-0.90%
2.11%
9.58%
-2.48%
-1.64%
0.85%
4.98%
-2.94%
-1.67%
0.37%
5.04%
0.84%
-1.87%
-0.19%
3.81%
12.84%
-2.41%
-0.21%
3.24%
12.80%
10.25%
15.86%
44.08%
76.08%
13.63%
32.57%
59.09%
9.86%
16.11%
37.52%
72.55%
9.80%
72.46%
4.78%
12.15%
24.85%
23.88%
12.14%
24.84%
23.84%
22.33%
45.16%
37.59%
8.83%
22.32%
9.45%
23.55%
48.18%
44.68%
-2.80%
-7.00%
-13.02%
5.02%
-2.50%
-7.30%
-14.58%
-3.29%
6.83%
5.12%
9.21%
7.33%
7.45%
15.04%
6.88%
5.08%
8.64%
20.07%
3.33%
0.62%
7.18%
20.40%
2.53%
9.29%
30.26%
7.51%
6.64%
22.65%
46.06%
7.59%
6.69%
22.64%
46.05%
7.44%
6.60%
16.88%
42.39%
6.65%
16.97%
42.38%