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(2026/06/11)
3個月
18.78%
6個月
16.24%
一年
38.64%
三年
75.88%
18.30%
17.59%
46.63%
81.05%
淨值(2026/06/12)
9.05%
4.86%
13.80%
41.68%
5.40%
3.28%
6.72%
N/A
5.36%
3.29%
7.11%
24.53%
5.33%
3.26%
7.02%
24.35%
4.71%
2.10%
4.59%
17.34%
-1.97%
-5.07%
-1.41%
-7.34%
-1.56%
-6.33%
-1.48%
-0.21%
5.66%
7.66%
29.88%
66.45%
5.65%
7.64%
29.84%
66.40%
5.72%
7.73%
29.96%
66.54%
5.21%
4.44%
18.79%
49.79%
5.11%
4.42%
49.75%
5.13%
4.37%
18.81%
49.69%
6.13%
6.43%
22.91%
61.76%
6.10%
6.46%
22.87%
61.82%
6.06%
-0.33%
0.95%
4.18%
16.81%
7.26%
0.15%
5.86%
24.84%
9.52%
5.95%
13.92%
30.63%
14.92%
20.04%
49.61%
32.10%
1.61%
7.19%
23.91%
42.92%
1.62%
7.21%
23.93%
42.94%
1.37%
6.89%
23.44%
42.56%
7.23%
23.79%
42.90%
6.75%
20.17%
44.87%
20.18%
44.81%
2.08%
6.73%
20.15%
44.86%
1.36%
5.38%
17.00%
33.96%
5.35%
16.95%
33.97%
5.32%
16.89%
1.31%
5.26%
16.64%
33.60%
12.29%
14.27%
31.65%
49.41%
13.21%
16.17%
36.39%
69.34%
2.22%
3.31%
14.03%
30.60%
14.02%
3.32%
2.84%
2.51%
9.56%
28.46%
2.83%
2.49%
9.55%
28.48%
2.50%
28.49%
28.45%
1.94%
1.13%
6.98%
21.21%
1.93%
1.12%
6.99%
21.24%
21.22%
2.68%
2.76%
10.31%
30.66%
2.69%
10.32%
30.65%
3.25%
11.15%
35.35%
35.34%
2.31%
2.82%
7.76%
20.06%
2.81%
7.75%
20.05%
2.71%
1.63%
2.00%
16.84%
16.85%
20.28%
26.36%
46.35%
58.58%
11.62%
13.97%
16.55%
41.09%
6.04%
8.92%
12.44%
42.78%
5.50%
8.73%
10.74%
45.55%
3.72%
-1.43%
6.74%
30.13%
1.26%
-4.98%
-1.53%
20.29%
26.34%
46.36%
58.66%
5.18%
13.32%
55.40%
9.04%
9.86%
26.92%
39.33%
4.65%
-0.15%
-5.04%
12.25%
14.23%
19.00%
48.04%
5.96%
9.90%
13.18%
54.28%
5.28%
9.73%
40.44%
4.84%
3.81%
9.66%
51.25%
7.01%
8.90%
15.27%
54.01%
29.10%
29.55%
24.64%
88.53%
29.30%
29.80%
88.73%
-0.39%
0.19%
4.78%
9.67%
0.42%
2.36%
10.65%
0.41%
10.67%
-0.20%
-0.59%
-1.39%
0.18%
5.22%
5.24%
5.23%
0.11%
0.04%
3.12%
13.09%
3.13%
7.63%
8.96%
34.27%
63.53%
7.04%
5.53%
22.54%
46.48%
5.59%
22.61%
46.57%
8.07%
7.69%
27.07%
58.79%
6.90%
8.84%
16.07%
20.44%
6.92%
8.86%
16.10%
20.47%
10.27%
18.24%
36.49%
31.24%
10.25%
18.22%
10.82%
19.39%
39.31%
38.07%
0.62%
-8.55%
-15.09%
0.17%
-7.26%
-15.03%
9.28%
1.02%
3.02%
18.15%
8.76%
3.09%
9.91%
9.24%
0.94%
2.46%
13.49%
3.14%
-0.02%
4.89%
17.55%
3.30%
-1.32%
5.20%
26.45%
4.61%
3.76%
18.32%
41.65%
4.67%
3.80%
18.26%
41.77%
5.04%
2.66%
11.93%
37.74%
5.09%
2.56%
11.87%
37.67%