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(2026/09/22)
3個月
6.50%
6個月
21.59%
一年
17.04%
三年
59.62%
0.65%
9.95%
4.86%
N/A
-0.24%
8.88%
4.07%
28.12%
0.25%
9.40%
4.49%
28.55%
-0.11%
8.40%
2.42%
淨值(2026/09/21)
-7.00%
21.40%
22.99%
75.66%
-6.49%
20.58%
29.24%
73.82%
7.85%
8.76%
8.18%
-0.60%
7.83%
7.55%
5.01%
6.56%
4.27%
14.37%
22.04%
68.48%
4.19%
14.35%
21.99%
68.23%
4.21%
2.96%
13.24%
12.22%
56.92%
2.92%
13.19%
12.17%
56.85%
56.75%
3.65%
15.07%
16.06%
70.24%
15.05%
16.04%
3.71%
15.14%
16.13%
70.35%
-1.85%
3.34%
0.27%
1.94%
12.64%
2.68%
33.02%
1.88%
16.75%
10.08%
42.21%
-13.15%
4.31%
17.71%
34.91%
-3.65%
2.27%
12.62%
41.35%
-3.76%
2.16%
12.51%
41.14%
-3.66%
2.01%
12.14%
40.91%
-3.61%
2.32%
12.66%
41.31%
-3.84%
3.12%
9.62%
46.94%
-3.83%
3.13%
9.63%
46.90%
-3.85%
3.09%
9.59%
46.91%
-4.47%
1.69%
6.84%
36.02%
6.80%
35.92%
6.79%
35.88%
1.64%
6.49%
35.60%
-1.55%
20.65%
27.21%
57.30%
-1.00%
22.28%
31.06%
76.58%
0.43%
4.99%
8.21%
29.03%
0.22%
5.85%
4.69%
30.31%
5.83%
4.66%
30.33%
4.67%
30.34%
30.30%
-0.46%
4.30%
2.00%
23.44%
4.29%
1.99%
23.47%
0.21%
5.82%
5.06%
33.26%
0.20%
5.05%
0.90%
6.76%
6.43%
37.94%
37.93%
-0.40%
3.93%
15.32%
-0.41%
3.92%
4.97%
15.31%
-0.64%
4.78%
17.07%
-0.65%
-3.43%
22.78%
28.88%
69.90%
0.08%
20.26%
19.51%
47.89%
0.82%
13.50%
14.49%
45.53%
2.36%
10.69%
15.26%
49.16%
10.85%
4.14%
37.59%
-0.55%
9.49%
1.39%
12.10%
-3.41%
28.91%
69.95%
5.89%
12.19%
14.14%
61.43%
-4.95%
8.22%
13.46%
46.13%
-0.57%
8.52%
-1.44%
20.37%
0.59%
21.37%
21.13%
55.07%
2.67%
11.40%
17.40%
57.71%
-2.78%
8.96%
7.90%
44.70%
-2.80%
8.00%
4.88%
55.36%
0.94%
13.80%
15.17%
55.26%
-13.11%
19.60%
17.11%
49.60%
-13.06%
19.74%
17.31%
49.75%
-1.71%
0.55%
7.89%
0.54%
-1.78%
0.47%
-1.48%
11.13%
-1.79%
0.46%
-1.49%
11.15%
-2.47%
-1.15%
-3.80%
5.93%
-2.48%
-1.16%
5.95%
0.24%
-1.11%
13.73%
-1.12%
13.68%
19.39%
67.81%
-0.52%
13.74%
19.45%
67.90%
-1.83%
12.47%
9.65%
55.92%
-1.07%
13.64%
69.68%
-4.76%
8.95%
9.41%
32.02%
-4.74%
8.99%
9.42%
32.03%
1.81%
19.62%
32.39%
47.42%
32.41%
47.47%
2.17%
20.64%
34.81%
54.93%
6.71%
10.78%
-5.88%
18.90%
6.73%
11.77%
-3.18%
10.72%
-1.10%
14.62%
-1.14%
24.91%
-1.30%
15.73%
1.89%
16.17%
-0.99%
14.79%
-1.29%
20.84%
0.86%
9.20%
6.11%
24.03%
0.92%
8.37%
3.37%
33.79%
-0.49%
41.96%
9.39%
9.33%
41.93%
-0.75%
10.36%
4.39%
43.84%
-0.70%
10.32%
43.74%