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(2026/04/17)
3個月
8.90%
6個月
14.75%
一年
49.29%
三年
73.39%
8.96%
18.12%
44.96%
79.76%
淨值(2026/04/20)
2.12%
3.83%
25.68%
43.43%
1.62%
0.25%
13.24%
N/A
1.63%
0.40%
14.03%
25.89%
1.60%
0.36%
13.92%
25.66%
0.91%
-0.84%
11.22%
18.65%
-6.23%
-3.32%
1.34%
-6.42%
-5.88%
-2.22%
4.85%
0.53%
3.03%
12.23%
34.50%
66.51%
3.00%
12.24%
34.45%
66.60%
12.29%
34.57%
1.93%
6.90%
33.65%
50.11%
1.94%
6.86%
33.69%
50.18%
1.86%
6.82%
33.68%
50.00%
2.91%
9.02%
38.45%
60.82%
2.89%
8.93%
38.44%
60.75%
0.78%
3.46%
18.81%
26.03%
-1.78%
-1.70%
16.68%
25.72%
2.30%
2.67%
28.86%
31.75%
9.88%
18.16%
65.42%
28.61%
6.95%
14.54%
31.08%
48.38%
14.53%
31.04%
48.42%
6.96%
14.31%
30.90%
48.40%
6.97%
30.93%
48.34%
7.12%
12.67%
35.00%
49.87%
7.11%
34.99%
49.81%
7.10%
12.66%
34.97%
49.85%
6.38%
11.24%
31.19%
38.69%
6.39%
11.21%
31.14%
38.70%
11.20%
31.00%
38.68%
6.34%
11.09%
30.79%
38.38%
1.42%
11.47%
35.59%
55.50%
2.32%
13.44%
40.43%
76.59%
0.86%
5.11%
13.05%
30.65%
0.38%
2.17%
14.74%
27.12%
2.15%
14.76%
27.14%
27.15%
2.16%
27.11%
0.21%
1.58%
12.90%
21.71%
0.20%
1.57%
12.93%
21.75%
0.97%
3.26%
16.60%
30.12%
0.96%
3.25%
16.63%
30.13%
1.36%
3.28%
16.24%
35.67%
35.66%
0.35%
1.81%
-0.05%
19.13%
0.34%
1.80%
-0.06%
0.26%
-1.13%
2.98%
15.20%
0.27%
15.21%
5.51%
11.07%
43.92%
42.12%
2.50%
5.82%
20.56%
1.98%
5.55%
16.37%
41.07%
5.35%
7.41%
18.23%
40.94%
-3.20%
-2.94%
23.46%
36.26%
-0.27%
-3.13%
1.31%
-1.19%
5.47%
11.08%
43.95%
42.09%
4.14%
7.31%
22.24%
53.68%
7.51%
11.85%
43.00%
41.46%
0.10%
-2.15%
5.08%
5.96%
6.67%
23.10%
37.48%
6.08%
8.71%
21.00%
49.67%
3.19%
3.47%
18.13%
42.57%
3.57%
4.51%
22.51%
52.87%
6.77%
19.56%
51.44%
-0.38%
2.02%
8.13%
64.44%
-0.37%
2.00%
8.18%
64.51%
-0.47%
0.83%
1.01%
9.32%
9.33%
0.84%
-0.67%
-1.17%
3.64%
9.24%
3.65%
9.26%
-0.89%
-1.64%
-1.65%
1.87%
5.13%
-0.24%
-0.18%
12.43%
5.10%
4.54%
10.95%
46.35%
71.22%
10.88%
3.35%
5.48%
45.12%
53.71%
4.43%
7.69%
50.59%
65.31%
6.29%
29.95%
18.22%
5.95%
6.30%
18.18%
6.99%
16.31%
49.09%
34.23%
6.98%
16.27%
49.04%
34.20%
7.55%
17.49%
52.05%
41.04%
-4.70%
-8.45%
-1.92%
9.07%
-5.05%
-9.37%
-5.44%
1.70%
-3.53%
17.95%
22.13%
-4.72%
13.79%
13.58%
-3.76%
17.09%
17.03%
-0.31%
0.07%
12.96%
23.70%
0.01%
16.80%
32.73%
1.39%
18.59%
39.80%
1.41%
3.82%
18.63%
39.79%
1.25%
22.00%
34.86%
22.07%
34.90%