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(2026/08/27)
3個月
6.74%
6個月
12.00%
一年
19.95%
三年
57.19%
淨值(2026/08/28)
1.03%
4.60%
6.41%
N/A
0.92%
4.41%
6.51%
28.07%
0.94%
6.48%
27.95%
0.55%
3.33%
4.27%
20.87%
-3.54%
13.33%
27.92%
69.54%
-2.68%
14.99%
32.58%
68.71%
9.01%
5.56%
-1.52%
9.21%
-1.45%
5.94%
6.38%
7.24%
11.10%
26.22%
71.25%
7.28%
11.16%
26.26%
71.24%
7.29%
26.29%
71.34%
5.47%
8.01%
17.50%
58.75%
5.53%
17.57%
58.81%
17.59%
6.26%
9.51%
21.75%
72.00%
6.27%
21.81%
72.10%
2.73%
-4.58%
2.12%
23.28%
0.79%
3.62%
4.62%
30.54%
2.31%
7.42%
12.50%
39.69%
-8.12%
1.20%
28.84%
35.42%
-1.25%
0.12%
17.10%
43.85%
-1.26%
0.08%
17.09%
43.77%
-0.14%
16.59%
43.37%
-1.20%
0.17%
17.12%
43.79%
-1.72%
-0.54%
15.05%
48.89%
-1.71%
48.85%
-0.56%
15.02%
48.88%
-2.37%
-1.86%
12.08%
37.98%
12.01%
37.90%
12.02%
37.86%
-1.92%
11.72%
37.56%
4.12%
4.92%
27.98%
58.35%
4.80%
32.02%
78.52%
2.72%
3.29%
10.58%
30.92%
10.59%
2.39%
2.65%
7.56%
31.26%
2.38%
2.64%
7.53%
31.28%
31.25%
1.51%
1.25%
5.20%
24.61%
1.50%
1.24%
5.19%
24.64%
2.22%
2.52%
8.47%
34.53%
2.21%
2.51%
8.45%
34.54%
2.79%
3.99%
9.31%
39.23%
39.22%
3.64%
4.26%
5.73%
18.48%
4.25%
5.71%
18.46%
2.70%
2.75%
2.04%
19.24%
9.18%
36.72%
65.92%
5.05%
8.56%
19.98%
47.89%
3.92%
4.49%
14.68%
49.17%
4.07%
3.04%
14.50%
51.55%
4.63%
5.49%
37.59%
0.86%
3.31%
-1.08%
9.05%
0.16%
9.19%
36.80%
65.96%
6.35%
7.06%
16.41%
63.29%
-5.59%
3.42%
17.99%
44.79%
1.90%
-0.62%
17.94%
5.55%
9.13%
22.03%
55.71%
4.04%
16.80%
60.44%
2.49%
1.72%
8.62%
45.68%
2.26%
8.16%
56.68%
4.29%
4.83%
16.74%
60.05%
-4.35%
16.95%
20.45%
58.77%
-4.24%
17.07%
20.58%
58.87%
0.32%
-1.60%
2.28%
9.02%
9.03%
0.07%
-1.70%
0.50%
11.68%
0.06%
0.49%
11.70%
0.48%
-0.78%
-3.27%
-1.59%
6.59%
6.61%
6.60%
-0.77%
-0.08%
-2.03%
1.30%
14.53%
-2.04%
1.29%
14.52%
0.10%
9.29%
25.23%
67.04%
0.05%
-1.57%
6.13%
16.46%
54.36%
-0.84%
7.74%
20.82%
67.71%
20.75%
1.48%
2.82%
31.08%
2.83%
17.47%
31.12%
2.41%
9.93%
34.58%
43.62%
9.91%
34.55%
43.63%
2.81%
10.94%
37.14%
50.93%
7.81%
-5.96%
16.14%
7.62%
4.06%
-6.40%
7.38%
-1.10%
4.24%
0.51%
21.06%
6.33%
1.36%
13.02%
-1.03%
4.37%
0.27%
2.11%
6.44%
24.25%
2.14%
3.13%
7.03%
34.50%
-4.38%
0.82%
5.28%
33.50%
-4.40%
0.85%
5.30%
33.53%
-5.26%
-0.63%
1.53%
34.15%
-5.30%
34.09%