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(2025/12/31)
3個月
5.49%
6個月
13.41%
一年
14.99%
三年
73.35%
8.83%
19.20%
10.22%
77.38%
4.66%
8.46%
14.40%
54.11%
淨值(2026/01/02)
4.59%
8.59%
-8.96%
-2.09%
4.96%
8.15%
4.17%
7.88%
-0.62%
2.20%
2.97%
21.35%
-0.10%
3.35%
4.97%
28.69%
-0.23%
3.02%
3.98%
N/A
-0.07%
3.40%
5.08%
28.88%
6.59%
19.57%
18.36%
70.10%
6.57%
19.55%
18.33%
70.04%
2.38%
11.94%
19.93%
55.18%
2.36%
12.01%
19.96%
55.16%
3.26%
13.67%
23.41%
66.10%
3.32%
13.66%
23.42%
66.20%
1.50%
9.51%
27.99%
2.42%
5.13%
9.67%
42.22%
1.69%
6.83%
11.91%
43.03%
5.93%
22.18%
36.47%
19.39%
6.18%
13.97%
16.96%
41.04%
6.17%
16.92%
41.06%
6.02%
13.85%
16.84%
41.16%
6.16%
13.81%
16.81%
41.07%
4.06%
10.58%
21.52%
43.86%
21.49%
43.82%
21.53%
43.89%
43.87%
3.42%
9.09%
18.31%
33.02%
3.36%
9.03%
18.22%
33.05%
3.38%
9.00%
18.15%
32.89%
8.81%
18.01%
32.78%
10.75%
16.93%
15.74%
56.73%
11.65%
19.09%
20.13%
78.92%
3.49%
9.91%
7.95%
32.12%
9.92%
7.96%
32.11%
1.26%
6.00%
11.25%
30.61%
6.01%
11.30%
30.63%
11.24%
0.59%
4.81%
9.25%
24.46%
4.83%
9.30%
24.48%
24.49%
9.26%
1.39%
6.43%
12.39%
32.88%
6.44%
12.42%
1.42%
6.47%
12.50%
40.67%
40.66%
1.33%
4.25%
-1.18%
-1.77%
-0.76%
3.12%
-0.77%
4.12%
19.87%
33.45%
33.58%
1.56%
6.84%
11.84%
35.84%
3.52%
9.48%
42.19%
5.57%
17.11%
47.32%
-0.40%
6.19%
10.01%
50.22%
-2.31%
-5.64%
-11.52%
-0.16%
4.13%
19.91%
33.43%
33.67%
3.05%
6.30%
17.75%
56.34%
12.63%
22.77%
40.02%
-2.35%
-5.58%
0.36%
9.88%
1.90%
7.85%
15.10%
42.98%
4.05%
6.82%
19.69%
56.83%
1.03%
5.05%
8.82%
40.86%
1.36%
4.91%
55.10%
3.74%
7.72%
15.61%
54.27%
0.69%
-0.91%
-2.07%
74.23%
0.72%
-2.08%
74.24%
1.84%
4.16%
1.37%
10.35%
1.38%
10.36%
0.26%
1.81%
5.01%
11.21%
0.25%
5.04%
11.23%
-0.27%
0.78%
3.43%
6.91%
0.79%
3.46%
6.92%
0.51%
2.30%
6.27%
14.41%
0.50%
2.31%
6.28%
4.19%
19.32%
19.58%
69.20%
0.07%
11.69%
20.87%
52.90%
0.98%
13.53%
24.66%
65.30%
5.96%
14.94%
17.35%
1.27%
5.97%
14.93%
17.33%
8.32%
17.14%
17.36%
31.42%
8.31%
17.16%
17.37%
8.88%
18.43%
19.22%
38.40%
-3.25%
-7.50%
1.16%
24.99%
-3.21%
-7.55%
-10.82%
13.58%
-3.16%
-0.72%
5.43%
27.18%
-7.68%
16.18%
-3.37%
20.78%
2.24%
6.13%
1.23%
33.38%
1.97%
5.64%
14.72%
46.26%
3.21%
11.46%
7.05%
41.72%
11.36%
6.99%
41.69%
11.61%
38.39%
-0.05%
6.03%
11.68%