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(2025/12/26)
3個月
8.42%
6個月
16.67%
一年
13.79%
三年
76.09%
11.63%
25.85%
9.44%
80.35%
淨值(2025/12/29)
4.27%
8.47%
13.13%
53.79%
9.66%
7.55%
-7.60%
-1.67%
9.92%
7.83%
4.22%
8.37%
0.40%
2.66%
3.32%
21.09%
0.93%
3.84%
5.30%
28.41%
0.77%
3.47%
4.23%
N/A
0.96%
3.86%
5.37%
28.53%
8.68%
24.63%
17.83%
70.94%
8.69%
24.64%
17.84%
70.96%
24.70%
17.91%
71.05%
4.51%
13.83%
18.99%
55.94%
4.57%
13.91%
19.03%
55.95%
13.92%
5.54%
15.59%
22.44%
67.01%
5.53%
15.61%
22.58%
67.17%
5.46%
1.43%
2.54%
9.37%
28.35%
淨值(2025/12/24)
4.28%
8.00%
8.25%
43.12%
2.84%
7.32%
11.47%
43.23%
8.46%
22.94%
34.82%
20.72%
7.17%
17.06%
16.95%
41.58%
7.15%
16.91%
41.60%
7.00%
16.94%
16.83%
41.70%
7.14%
16.89%
16.80%
41.61%
5.20%
11.50%
21.18%
44.40%
21.16%
44.36%
21.19%
44.43%
21.20%
44.41%
9.99%
17.87%
33.39%
4.50%
9.96%
33.47%
4.52%
9.93%
17.74%
33.33%
4.46%
9.74%
17.63%
33.23%
8.24%
14.22%
14.51%
54.30%
9.13%
16.31%
18.87%
76.02%
4.26%
12.79%
7.95%
32.06%
32.07%
12.78%
7.94%
1.94%
6.70%
10.97%
30.15%
6.71%
11.01%
30.17%
1.93%
10.96%
1.46%
5.59%
9.00%
24.37%
5.61%
9.04%
24.40%
24.38%
2.29%
12.12%
32.79%
2.28%
7.18%
12.14%
32.80%
2.12%
7.35%
12.28%
40.57%
40.56%
1.09%
7.36%
-0.84%
1.08%
-1.81%
-0.38%
3.15%
3.11%
15.71%
28.70%
29.20%
3.68%
4.30%
11.49%
35.02%
4.54%
5.70%
9.52%
41.47%
4.95%
5.33%
17.05%
46.93%
1.69%
6.72%
10.53%
51.03%
-0.58%
-4.87%
-11.92%
0.10%
3.04%
15.72%
29.26%
4.24%
8.02%
17.11%
58.73%
4.16%
12.54%
21.86%
40.01%
-0.29%
-3.54%
-0.16%
11.10%
3.97%
5.72%
14.74%
42.04%
5.56%
6.61%
19.60%
56.37%
2.34%
40.26%
2.67%
23.21%
54.74%
5.15%
7.71%
15.62%
54.01%
0.46%
-1.58%
-3.39%
73.21%
0.41%
-1.65%
-3.48%
73.11%
1.96%
6.01%
1.52%
9.95%
0.29%
2.00%
4.97%
10.58%
0.28%
5.00%
10.60%
4.96%
-0.10%
1.04%
3.40%
6.47%
1.05%
3.43%
6.48%
0.69%
2.51%
6.19%
13.97%
2.52%
6.21%
13.98%
6.35%
19.01%
2.25%
13.45%
19.88%
3.22%
15.27%
23.65%
淨值(2025/12/23)
2.37%
9.41%
14.87%
19.36%
2.35%
9.42%
14.89%
19.35%
9.03%
16.77%
16.33%
29.08%
9.05%
16.78%
29.10%
9.67%
18.10%
18.23%
35.96%
-1.59%
-5.60%
0.55%
26.69%
-1.88%
-6.90%
-11.29%
14.16%
-1.98%
0.52%
4.85%
26.97%
-2.32%
-7.10%
15.09%
-2.20%
0.06%
3.50%
20.62%
3.09%
-0.07%
33.85%
3.58%
6.14%
13.08%
48.12%
3.90%
15.37%
6.25%
41.56%
3.95%
6.23%
41.52%
0.87%
6.87%
10.39%
38.14%
0.90%
6.96%
10.44%