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(2026/05/29)
3個月
18.27%
6個月
20.87%
一年
44.30%
三年
84.60%
18.82%
20.84%
51.37%
88.53%
6.09%
10.00%
18.81%
48.59%
3.05%
2.80%
8.70%
N/A
2.87%
2.71%
9.00%
27.85%
3.49%
3.33%
9.61%
28.44%
2.82%
2.13%
7.05%
21.24%
-7.98%
-9.65%
-2.07%
-7.46%
-9.07%
-9.00%
0.63%
0.89%
4.43%
10.08%
32.91%
70.42%
4.52%
10.15%
32.94%
70.53%
4.49%
10.14%
32.98%
70.52%
3.26%
8.01%
22.54%
54.84%
3.25%
7.96%
22.61%
54.96%
3.99%
26.76%
66.99%
3.98%
10.21%
26.81%
67.14%
4.06%
10.22%
26.74%
67.09%
-7.86%
0.13%
5.68%
21.37%
3.42%
0.95%
29.63%
6.23%
7.41%
19.35%
36.32%
10.39%
26.36%
58.15%
41.77%
1.15%
10.04%
28.69%
48.24%
1.12%
10.06%
28.72%
48.26%
淨值(2026/05/28)
0.92%
9.77%
29.10%
47.90%
1.14%
28.55%
48.18%
1.04%
10.53%
25.53%
51.20%
1.03%
25.54%
51.14%
10.43%
26.21%
51.09%
0.96%
10.45%
26.24%
51.08%
0.34%
9.10%
22.21%
39.83%
0.33%
9.08%
22.16%
39.86%
0.28%
8.97%
22.71%
39.75%
0.27%
21.84%
39.45%
2.58%
15.46%
33.85%
57.54%
17.46%
38.75%
78.74%
15.29%
32.64%
32.65%
3.34%
15.30%
0.70%
2.89%
10.83%
29.96%
0.69%
10.82%
29.98%
29.99%
29.94%
0.18%
2.01%
8.82%
24.21%
8.83%
24.24%
0.79%
3.72%
12.23%
33.56%
0.78%
3.71%
33.55%
1.59%
3.88%
12.61%
37.51%
37.50%
0.74%
1.62%
7.31%
19.71%
0.73%
1.61%
7.30%
19.70%
0.30%
1.69%
2.40%
17.14%
17.15%
9.18%
25.15%
49.71%
63.08%
2.69%
10.55%
13.51%
36.48%
0.16%
8.52%
11.18%
43.07%
-0.42%
8.69%
8.96%
45.79%
-1.31%
11.04%
35.07%
2.93%
1.85%
-4.20%
2.42%
9.19%
25.12%
49.74%
63.07%
7.67%
14.33%
60.08%
9.80%
17.20%
35.97%
50.71%
1.73%
2.41%
-1.50%
11.66%
2.76%
10.98%
16.32%
43.38%
0.20%
9.95%
11.45%
54.61%
0.04%
3.46%
8.37%
41.63%
-1.12%
4.03%
11.89%
54.39%
8.93%
14.67%
54.43%
淨值(2026/06/01)
26.85%
29.67%
25.58%
98.25%
26.84%
98.15%
-1.74%
-1.00%
5.09%
10.58%
5.10%
-1.53%
-1.09%
2.85%
11.25%
2.84%
11.27%
-1.52%
-2.30%
-1.83%
6.60%
6.62%
-1.70%
-0.38%
14.46%
9.85%
15.31%
43.56%
74.35%
9.91%
15.37%
43.64%
74.44%
8.50%
12.95%
32.12%
57.82%
9.46%
15.41%
37.02%
70.99%
9.40%
15.35%
36.94%
70.90%
1.29%
9.86%
22.75%
23.41%
1.28%
9.88%
23.37%
7.47%
19.69%
41.55%
37.26%
41.51%
37.27%
8.08%
20.89%
44.51%
44.43%
-3.53%
-7.52%
-12.05%
-2.40%
-8.03%
-14.46%
-1.49%
5.36%
8.16%
25.87%
6.74%
4.68%
15.78%
5.40%
3.18%
7.58%
20.85%
2.59%
6.11%
22.23%
8.90%
32.57%
5.95%
4.78%
20.99%
45.31%
6.04%
4.79%
21.01%
45.33%
5.52%
4.86%
15.33%
42.30%
5.53%
15.25%
42.26%