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(2026/01/07)
3個月
7.15%
6個月
15.68%
一年
16.36%
三年
75.51%
10.69%
25.52%
12.10%
80.13%
淨值(2026/01/08)
3.70%
10.24%
15.41%
54.33%
6.73%
12.79%
-6.78%
2.83%
7.17%
12.32%
5.37%
12.84%
-0.34%
3.00%
3.97%
20.15%
0.20%
4.20%
6.01%
27.37%
0.05%
3.81%
4.89%
N/A
0.22%
6.06%
27.51%
8.15%
24.91%
19.93%
71.24%
8.11%
24.93%
19.82%
71.19%
13.33%
20.95%
56.41%
13.28%
20.92%
56.26%
56.24%
4.66%
15.15%
24.54%
66.70%
4.69%
15.09%
24.59%
66.84%
15.06%
2.08%
3.68%
12.82%
28.11%
2.21%
6.81%
11.17%
43.53%
2.36%
8.70%
12.75%
44.02%
7.76%
23.72%
36.78%
22.07%
6.67%
17.92%
18.40%
41.66%
17.93%
18.37%
41.68%
6.45%
17.67%
18.22%
41.70%
6.66%
17.77%
18.26%
4.51%
11.85%
22.70%
44.25%
22.68%
44.21%
22.71%
44.27%
11.86%
22.72%
3.87%
10.37%
19.42%
33.48%
3.82%
10.30%
19.34%
33.50%
10.31%
19.27%
33.35%
3.77%
10.08%
19.12%
33.22%
6.80%
18.67%
17.70%
60.92%
7.80%
20.80%
22.14%
83.57%
4.30%
13.41%
9.02%
31.61%
31.62%
1.88%
6.70%
29.67%
1.87%
12.15%
29.69%
12.09%
29.66%
1.23%
5.64%
9.99%
24.08%
10.04%
24.11%
10.00%
2.11%
7.28%
13.19%
32.11%
2.10%
7.27%
13.22%
1.98%
7.12%
13.30%
39.45%
39.44%
0.87%
7.84%
-0.69%
-0.70%
-2.41%
-0.63%
3.52%
-2.42%
3.51%
5.53%
22.65%
37.94%
30.21%
1.81%
6.90%
12.65%
32.81%
3.74%
7.19%
10.75%
41.77%
3.92%
6.91%
17.68%
45.25%
0.80%
8.20%
11.36%
54.09%
-1.40%
-3.18%
-10.09%
0.95%
5.54%
22.76%
37.92%
30.31%
4.06%
7.07%
18.64%
57.81%
4.21%
13.61%
24.30%
40.63%
-1.02%
-3.39%
1.85%
11.10%
2.18%
7.81%
15.48%
39.52%
4.50%
8.14%
20.26%
54.52%
0.70%
5.74%
8.97%
40.24%
1.10%
5.50%
23.42%
54.32%
4.36%
8.64%
16.69%
54.19%
2.16%
3.40%
75.64%
2.15%
3.38%
75.57%
2.47%
9.51%
2.48%
9.52%
0.40%
2.30%
6.03%
10.32%
0.39%
10.33%
2.29%
-0.09%
1.38%
4.31%
6.24%
4.33%
6.26%
4.34%
0.74%
2.93%
2.92%
7.21%
13.31%
3.78%
21.59%
71.02%
-0.57%
12.66%
22.31%
55.70%
0.48%
14.63%
26.31%
66.50%
0.16%
6.68%
17.98%
16.35%
0.14%
6.64%
17.97%
16.29%
9.93%
19.31%
20.18%
30.13%
19.33%
20.21%
30.12%
10.53%
20.65%
22.12%
37.01%
-1.67%
-5.53%
2.46%
24.60%
-2.05%
-5.32%
-9.55%
13.23%
-2.70%
0.41%
5.33%
26.07%
-2.89%
1.06%
-6.72%
15.18%
-2.94%
-0.06%
3.93%
19.79%
1.46%
0.73%
33.87%
2.05%
14.10%
49.00%
2.25%
15.12%
7.49%
41.39%
2.20%
15.11%
7.55%
41.30%
-1.16%
5.90%
11.95%
37.43%
-1.15%
5.92%
11.99%
37.56%