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(2026/01/09)
3個月
5.25%
6個月
14.37%
一年
15.32%
三年
73.95%
8.87%
23.91%
10.75%
80.04%
淨值(2026/01/12)
4.72%
11.37%
17.37%
49.50%
6.26%
11.57%
-8.56%
2.18%
6.81%
11.34%
4.25%
10.18%
1.76%
3.59%
5.36%
19.27%
2.29%
4.80%
7.43%
26.43%
2.14%
4.40%
6.35%
N/A
2.27%
4.79%
7.49%
26.54%
8.33%
24.34%
20.01%
70.98%
8.24%
24.24%
19.95%
70.88%
8.26%
3.62%
12.77%
21.35%
55.14%
3.61%
55.12%
4.65%
14.68%
25.13%
65.07%
4.68%
25.12%
65.19%
4.35%
5.21%
14.97%
25.08%
5.72%
7.77%
13.61%
39.94%
5.40%
9.16%
15.28%
39.43%
7.60%
23.22%
39.79%
15.07%
6.16%
17.06%
18.54%
40.35%
17.07%
18.51%
40.37%
5.94%
16.81%
18.36%
40.40%
6.15%
16.92%
18.39%
40.38%
3.91%
11.15%
23.16%
42.07%
23.14%
42.04%
23.17%
42.10%
23.18%
42.08%
3.28%
9.66%
19.82%
31.55%
3.23%
9.59%
19.74%
31.57%
9.60%
19.66%
31.42%
3.18%
9.38%
19.52%
31.29%
15.10%
24.23%
26.08%
64.96%
16.07%
26.28%
30.77%
87.79%
4.56%
13.05%
9.01%
31.60%
2.06%
6.58%
12.21%
29.56%
2.05%
6.57%
12.26%
29.58%
1.36%
10.21%
23.50%
5.35%
10.26%
23.53%
10.22%
2.25%
7.03%
13.51%
31.25%
2.24%
13.54%
7.04%
6.92%
13.21%
38.83%
13.20%
38.82%
1.16%
7.73%
-0.32%
1.15%
7.72%
-0.33%
-2.29%
-0.46%
3.96%
9.08%
41.56%
29.16%
5.55%
8.50%
14.98%
33.06%
5.33%
7.80%
12.37%
42.01%
3.56%
6.41%
17.80%
43.04%
8.76%
13.77%
47.66%
1.12%
-2.00%
-9.03%
-0.15%
23.10%
41.54%
29.19%
4.16%
7.54%
18.25%
52.42%
5.60%
14.43%
27.23%
34.33%
2.01%
-2.09%
3.69%
7.95%
5.76%
9.26%
17.63%
39.03%
4.13%
7.64%
20.42%
52.10%
2.70%
6.09%
10.92%
40.91%
3.60%
5.98%
52.33%
5.92%
9.29%
18.50%
53.37%
3.71%
4.67%
2.43%
75.80%
3.65%
4.59%
2.36%
75.73%
2.35%
6.40%
9.53%
2.28%
9.54%
0.57%
2.20%
10.06%
0.56%
5.97%
10.07%
2.19%
0.02%
4.28%
5.87%
0.01%
4.31%
5.89%
5.88%
0.84%
7.26%
12.84%
7.28%
3.70%
23.51%
22.46%
70.83%
-0.83%
11.90%
54.25%
-0.76%
11.97%
23.58%
54.35%
0.24%
13.96%
27.64%
65.04%
4.00%
7.89%
20.96%
13.23%
4.03%
7.91%
13.22%
14.71%
20.56%
23.29%
28.48%
14.73%
20.59%
23.32%
28.50%
15.35%
21.85%
25.25%
35.12%
0.36%
-4.39%
3.50%
21.02%
-0.52%
-4.30%
-9.20%
11.96%
0.96%
1.39%
7.35%
22.62%
0.50%
1.60%
-5.70%
14.05%
0.77%
0.90%
6.00%
16.66%
1.72%
6.31%
31.09%
2.65%
6.32%
14.61%
42.39%
14.77%
9.04%
40.74%
40.77%
-0.31%
5.95%
13.74%
35.48%
-0.41%
5.90%
13.65%
35.52%