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(2026/01/20)
3個月
2.58%
6個月
11.21%
一年
11.09%
三年
68.76%
5.82%
19.58%
6.65%
75.64%
淨值(2026/01/21)
0.92%
8.11%
10.79%
46.61%
3.02%
12.38%
-9.71%
1.02%
3.76%
1.39%
9.16%
-1.34%
1.55%
1.90%
17.85%
-0.82%
2.69%
3.79%
24.86%
-0.95%
2.39%
2.84%
N/A
-0.80%
2.75%
3.91%
25.04%
7.01%
20.75%
17.18%
66.73%
7.02%
17.19%
66.67%
2.76%
10.49%
18.35%
50.49%
2.78%
10.47%
18.42%
50.59%
3.77%
12.39%
22.07%
60.26%
3.81%
12.35%
22.11%
60.32%
12.31%
60.09%
2.71%
5.72%
9.92%
26.80%
0.50%
4.70%
6.61%
35.11%
-0.06%
5.96%
8.48%
35.41%
7.39%
23.06%
38.76%
17.11%
5.86%
15.25%
17.87%
39.08%
5.87%
15.28%
17.84%
39.09%
5.65%
15.02%
17.69%
39.11%
5.85%
15.13%
17.72%
3.82%
10.07%
40.18%
3.83%
22.05%
40.15%
22.08%
40.21%
22.09%
40.19%
3.21%
8.63%
18.75%
29.82%
3.17%
8.57%
18.66%
29.85%
18.58%
29.68%
3.11%
8.36%
18.40%
29.56%
21.88%
23.61%
60.66%
11.43%
23.96%
28.21%
83.01%
3.43%
11.55%
7.66%
30.04%
0.89%
10.71%
27.31%
0.88%
10.75%
27.33%
10.70%
0.44%
4.54%
8.64%
21.54%
8.69%
21.58%
0.43%
8.65%
21.55%
1.34%
6.23%
12.02%
29.09%
12.05%
1.33%
6.22%
1.08%
6.10%
11.78%
36.30%
36.29%
0.95%
6.50%
-1.13%
18.56%
-1.14%
-2.11%
-0.84%
3.07%
13.94%
6.04%
19.60%
39.26%
26.49%
2.74%
7.60%
10.44%
30.67%
2.89%
6.57%
40.55%
1.57%
4.19%
13.44%
40.00%
-0.40%
6.94%
7.09%
44.65%
-2.62%
-3.99%
-13.08%
-1.03%
6.06%
39.23%
26.50%
2.14%
5.74%
14.84%
51.55%
3.53%
11.62%
21.36%
34.72%
-1.80%
-3.95%
-2.20%
6.95%
3.16%
8.42%
12.92%
37.21%
2.09%
5.34%
15.96%
48.73%
0.25%
4.02%
4.97%
39.79%
1.09%
4.07%
18.11%
51.04%
3.74%
7.98%
14.78%
52.16%
0.78%
2.83%
2.19%
74.54%
2.87%
2.15%
74.51%
1.03%
6.17%
1.68%
8.28%
8.29%
-0.88%
2.26%
4.99%
8.23%
2.25%
5.02%
8.24%
-1.16%
3.27%
4.37%
3.30%
4.39%
4.38%
-0.34%
2.91%
6.31%
11.11%
6.33%
2.92%
19.83%
19.92%
67.93%
-1.27%
9.47%
20.73%
50.83%
-1.21%
9.54%
20.81%
50.93%
-0.18%
11.49%
24.93%
61.29%
1.22%
6.15%
13.95%
1.23%
15.11%
13.88%
10.99%
19.48%
20.62%
28.03%
11.00%
19.46%
20.64%
28.00%
11.56%
20.74%
22.51%
34.62%
-4.26%
-6.09%
-2.73%
18.07%
-5.06%
-6.13%
-13.55%
9.28%
-3.57%
1.46%
20.67%
-4.29%
-1.11%
-9.54%
12.06%
-3.78%
-1.57%
0.23%
-1.25%
2.47%
-3.46%
27.78%
-0.53%
3.01%
9.24%
38.16%
0.75%
10.85%
5.39%
38.22%
0.67%
10.83%
5.38%
38.18%
-2.40%
9.76%
32.39%
-2.38%
3.09%
9.82%
32.49%