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(2026/08/25)
3個月
6.67%
6個月
10.71%
一年
18.54%
三年
56.40%
1.65%
4.65%
6.84%
N/A
1.53%
4.47%
6.98%
28.68%
1.54%
4.41%
6.93%
28.50%
1.10%
3.33%
4.63%
21.42%
-3.07%
10.78%
28.13%
68.06%
-2.14%
12.62%
34.13%
68.10%
8.72%
1.31%
6.90%
-0.47%
9.04%
0.19%
6.94%
7.74%
淨值(2026/08/24)
7.14%
10.68%
25.82%
70.55%
7.15%
10.73%
25.86%
70.54%
7.20%
10.74%
25.89%
70.64%
5.36%
7.61%
16.65%
57.28%
5.48%
7.60%
57.36%
5.44%
57.11%
6.18%
9.30%
20.78%
70.28%
6.23%
20.84%
70.36%
6.24%
9.37%
20.86%
70.39%
2.04%
-3.61%
2.52%
23.76%
0.60%
3.04%
4.58%
30.21%
1.46%
5.69%
11.75%
39.19%
-5.69%
-1.12%
26.14%
34.40%
-0.87%
-0.30%
17.28%
44.11%
-0.33%
44.03%
-0.88%
-0.55%
16.77%
43.62%
-0.82%
-0.25%
17.30%
44.05%
-1.34%
-1.10%
14.49%
48.64%
-1.33%
14.50%
48.61%
14.47%
48.65%
-2.01%
-2.40%
11.54%
37.77%
-2.41%
11.48%
37.70%
11.49%
37.65%
-2.46%
11.19%
37.36%
2.07%
5.56%
26.00%
57.45%
2.70%
7.10%
29.94%
77.38%
2.85%
2.88%
10.49%
30.82%
2.89%
30.83%
10.50%
2.55%
2.40%
6.97%
30.74%
2.38%
6.95%
30.76%
2.54%
30.73%
0.89%
4.74%
23.92%
4.73%
23.95%
2.36%
2.29%
8.02%
33.82%
2.35%
2.28%
8.00%
33.81%
3.61%
8.88%
38.59%
38.58%
3.85%
4.71%
19.12%
4.70%
6.96%
19.10%
2.97%
19.28%
2.87%
-0.43%
8.23%
33.47%
64.81%
19.78%
48.95%
3.92%
5.65%
14.95%
49.52%
4.84%
4.77%
13.23%
52.96%
3.20%
3.88%
5.34%
37.14%
-0.10%
2.00%
-1.95%
7.43%
-0.41%
8.25%
33.53%
64.87%
6.63%
7.49%
15.83%
64.05%
-3.88%
2.11%
16.49%
44.45%
0.52%
0.86%
-2.12%
16.42%
5.28%
10.15%
21.67%
56.74%
5.16%
5.70%
15.51%
61.84%
2.53%
1.79%
8.83%
46.29%
3.16%
0.65%
8.63%
58.51%
4.46%
6.30%
16.81%
60.56%
淨值(2026/08/26)
-2.09%
18.01%
21.89%
60.09%
-1.97%
18.15%
22.05%
60.21%
0.64%
-1.84%
2.32%
9.13%
-1.83%
0.63%
0.43%
-1.85%
0.14%
11.42%
-1.86%
0.13%
11.44%
-0.42%
-3.44%
6.26%
-3.45%
-1.87%
6.27%
0.26%
1.04%
14.20%
-2.15%
1.03%
14.19%
7.40%
23.68%
65.12%
0.21%
-1.42%
4.31%
14.46%
51.82%
-0.70%
6.02%
18.77%
64.85%
-0.65%
2.17%
2.20%
15.58%
30.40%
2.16%
2.21%
30.44%
4.40%
8.79%
32.14%
44.35%
8.77%
44.32%
4.83%
9.78%
34.69%
51.61%
-7.44%
14.74%
3.44%
-7.28%
5.87%
0.40%
4.05%
1.67%
22.02%
-0.21%
5.19%
12.90%
0.47%
4.15%
1.37%
17.88%
5.01%
24.09%
2.82%
3.96%
34.54%
-4.39%
-0.07%
5.72%
32.91%
-4.43%
-0.15%
32.92%
-5.31%
-1.73%
0.97%
32.87%
-5.27%
-1.80%
0.96%
32.89%