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(2026/06/26)
3個月
27.09%
6個月
19.00%
一年
38.83%
三年
79.31%
26.92%
20.54%
51.70%
84.17%
淨值(2026/06/29)
15.40%
3.96%
12.76%
41.58%
10.58%
4.04%
7.65%
N/A
10.41%
3.94%
7.96%
26.44%
10.42%
3.90%
7.89%
26.26%
9.82%
2.76%
5.50%
19.23%
7.77%
-1.57%
5.86%
-0.55%
6.88%
-4.36%
3.13%
4.38%
9.36%
5.29%
31.21%
64.45%
9.39%
5.30%
31.25%
64.40%
9.29%
5.22%
8.47%
2.23%
16.37%
48.13%
8.45%
2.15%
16.36%
48.09%
16.46%
9.47%
3.95%
20.16%
60.13%
9.48%
3.85%
20.07%
60.16%
6.60%
2.74%
5.35%
20.02%
11.41%
-3.19%
2.67%
22.00%
14.85%
4.12%
11.74%
29.59%
16.98%
17.23%
44.12%
31.00%
3.67%
6.91%
25.14%
43.54%
3.69%
6.93%
25.17%
43.56%
3.41%
24.66%
43.15%
6.96%
25.02%
43.51%
4.02%
6.39%
18.62%
45.69%
45.63%
4.00%
6.37%
18.60%
18.63%
45.67%
3.23%
5.05%
15.54%
34.83%
3.22%
5.02%
15.48%
34.70%
3.24%
5.00%
15.43%
34.65%
3.19%
4.96%
15.18%
34.36%
18.28%
16.65%
33.24%
53.62%
19.16%
18.45%
37.77%
73.71%
4.79%
2.54%
15.65%
29.99%
2.55%
15.66%
5.28%
2.02%
8.86%
28.42%
5.27%
2.00%
8.85%
28.45%
2.01%
28.41%
4.28%
0.45%
6.06%
20.69%
4.27%
0.44%
6.07%
20.72%
5.09%
1.92%
9.23%
30.36%
1.91%
30.37%
2.64%
10.19%
35.07%
35.06%
4.58%
3.29%
10.70%
19.92%
10.69%
4.70%
1.50%
17.26%
17.27%
25.40%
24.17%
43.67%
60.74%
19.97%
14.45%
19.37%
45.33%
12.60%
8.18%
14.35%
46.63%
11.13%
8.58%
14.37%
47.74%
9.00%
-1.99%
4.59%
29.64%
11.27%
3.00%
-2.10%
2.53%
25.32%
24.16%
60.78%
9.12%
4.69%
13.09%
53.85%
12.28%
9.69%
23.44%
38.49%
10.33%
-0.01%
-4.56%
7.58%
20.40%
15.11%
21.69%
52.24%
11.49%
9.64%
16.89%
56.48%
11.70%
8.13%
13.01%
47.07%
10.75%
10.16%
54.29%
12.72%
8.10%
16.43%
56.35%
31.11%
30.13%
28.07%
90.65%
31.32%
30.33%
28.18%
90.77%
2.03%
0.78%
6.83%
10.05%
0.77%
2.71%
0.54%
11.30%
2.70%
0.53%
11.33%
1.60%
-0.84%
0.19%
5.57%
-0.85%
5.58%
2.36%
0.49%
3.02%
13.57%
11.79%
9.30%
35.95%
62.15%
11.72%
10.77%
5.96%
20.21%
45.29%
11.93%
7.97%
24.46%
57.84%
11.87%
7.91%
24.40%
57.76%
12.68%
11.57%
17.83%
20.58%
12.73%
11.60%
17.86%
20.61%
16.78%
18.18%
38.00%
37.69%
18.16%
37.99%
37.66%
17.36%
19.24%
40.81%
44.68%
8.25%
-7.33%
-13.51%
9.18%
-4.54%
-11.28%
0.62%
15.58%
2.20%
18.68%
16.52%
12.92%
15.72%
2.19%
2.26%
14.18%
9.62%
1.05%
6.64%
21.26%
8.46%
-2.21%
3.80%
26.80%
10.60%
4.57%
19.44%
40.63%
4.52%
19.43%
40.58%
10.78%
3.30%
9.49%
37.27%
10.74%
3.34%
9.46%
37.36%