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(2026/06/22)
3個月
31.38%
6個月
25.74%
一年
50.86%
三年
85.16%
29.94%
26.11%
61.60%
89.34%
淨值(2026/06/23)
10.23%
4.09%
17.89%
42.56%
9.24%
4.38%
9.16%
N/A
9.14%
4.33%
9.51%
26.67%
9.13%
4.28%
9.42%
26.47%
8.52%
3.11%
6.93%
19.41%
3.02%
-6.16%
1.62%
-6.04%
1.15%
-9.30%
0.25%
-1.78%
9.19%
6.94%
34.88%
64.74%
6.95%
64.78%
9.25%
7.00%
34.86%
64.84%
9.46%
4.70%
21.80%
49.18%
4.76%
21.83%
49.13%
9.38%
4.63%
21.82%
48.92%
10.38%
6.59%
25.85%
61.10%
10.42%
6.69%
25.97%
61.20%
3.44%
1.01%
6.74%
19.08%
7.62%
-3.36%
5.61%
22.47%
11.42%
3.59%
15.93%
30.03%
20.10%
24.65%
57.12%
36.16%
6.84%
9.21%
29.23%
44.41%
6.85%
9.22%
29.25%
44.43%
6.58%
8.89%
28.73%
44.03%
29.10%
44.38%
7.85%
9.36%
24.19%
47.02%
7.86%
9.37%
46.96%
7.83%
9.34%
24.16%
47.01%
47.00%
7.03%
7.96%
20.89%
36.02%
7.94%
20.84%
35.93%
7.90%
20.78%
35.96%
6.98%
7.87%
20.52%
35.58%
16.56%
14.12%
36.63%
53.12%
17.44%
15.90%
41.29%
73.28%
2.82%
16.10%
29.68%
4.29%
16.11%
5.35%
2.63%
10.41%
28.42%
5.33%
2.62%
10.40%
28.45%
28.41%
4.46%
1.27%
20.80%
4.45%
1.26%
7.88%
20.83%
5.25%
2.86%
11.21%
30.38%
5.26%
11.22%
30.39%
5.51%
3.53%
11.73%
35.36%
35.35%
4.34%
3.63%
11.09%
20.77%
3.62%
11.08%
5.46%
3.26%
3.78%
18.29%
3.27%
21.75%
24.71%
48.98%
60.96%
17.30%
12.97%
19.97%
44.49%
11.10%
8.21%
15.48%
46.40%
8.14%
7.84%
13.21%
47.44%
4.58%
-2.89%
7.68%
29.45%
7.43%
1.90%
-2.71%
2.48%
21.76%
24.69%
49.02%
61.03%
5.95%
3.83%
13.45%
51.94%
9.17%
9.62%
29.48%
40.25%
5.55%
-1.49%
-3.95%
7.21%
17.79%
13.47%
22.27%
51.52%
8.51%
8.93%
15.75%
56.25%
12.08%
7.77%
14.35%
46.90%
11.11%
4.85%
13.66%
53.42%
11.07%
7.67%
17.48%
55.87%
38.31%
34.58%
35.04%
94.76%
38.44%
34.73%
35.21%
94.89%
0.98%
0.03%
5.62%
9.28%
2.08%
0.08%
2.34%
10.77%
2.07%
2.33%
10.79%
1.11%
-1.09%
0.18%
5.18%
1.10%
-1.10%
0.19%
5.20%
1.87%
0.31%
13.08%
14.28%
12.60%
42.34%
64.21%
14.34%
12.65%
42.41%
64.29%
14.44%
10.11%
28.37%
47.94%
15.55%
12.27%
32.90%
60.45%
14.40%
12.39%
22.50%
21.66%
14.42%
21.67%
12.94%
17.14%
39.01%
36.18%
12.92%
17.11%
39.00%
13.51%
18.20%
41.87%
43.10%
1.97%
-10.14%
-14.37%
3.01%
-7.04%
-13.26%
-1.54%
15.89%
20.81%
17.25%
6.83%
8.69%
15.86%
15.94%
3.79%
7.32%
16.18%
8.28%
2.69%
8.61%
23.13%
7.38%
7.95%
28.43%
9.94%
6.44%
23.22%
42.38%
9.93%
23.26%
11.18%
6.09%
15.09%
39.21%
6.10%
15.01%
39.20%