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(2026/02/27)
3個月
-0.59%
6個月
1.24%
一年
3.94%
三年
N/A
1.45%
4.91%
25.93%
2.04%
5.46%
26.52%
-0.51%
0.91%
3.45%
19.50%
淨值(2026/02/26)
5.41%
8.09%
14.69%
52.93%
淨值(2026/02/25)
4.80%
19.09%
18.51%
75.21%
5.10%
15.66%
24.02%
70.34%
-3.39%
5.27%
-12.47%
-0.37%
-1.71%
6.50%
-1.82%
11.45%
6.96%
14.73%
20.48%
67.58%
7.00%
14.77%
20.42%
67.68%
5.97%
9.24%
21.91%
52.09%
6.03%
9.28%
21.99%
52.15%
7.25%
25.96%
62.96%
11.39%
26.10%
63.03%
7.32%
11.44%
26.04%
63.07%
6.86%
16.74%
31.69%
-1.21%
1.50%
6.43%
34.09%
1.71%
5.49%
10.32%
38.95%
17.90%
28.98%
50.56%
27.60%
10.74%
17.63%
24.92%
51.12%
10.78%
17.66%
24.91%
51.21%
10.70%
17.42%
24.73%
51.13%
10.77%
17.60%
24.78%
51.10%
11.20%
15.77%
30.07%
53.56%
11.21%
30.08%
53.51%
15.76%
53.58%
30.09%
10.53%
14.29%
26.39%
42.11%
10.51%
14.23%
26.32%
42.09%
10.48%
26.21%
42.07%
10.47%
14.00%
26.09%
41.80%
11.14%
20.37%
32.19%
68.87%
12.07%
22.36%
36.90%
92.13%
3.06%
7.72%
7.95%
32.61%
3.05%
7.71%
7.94%
2.58%
4.90%
11.16%
30.26%
4.89%
11.19%
30.28%
11.15%
30.25%
2.42%
4.09%
9.10%
24.11%
2.41%
9.14%
24.14%
4.10%
9.11%
3.46%
5.88%
12.66%
32.83%
12.70%
32.84%
2.76%
5.38%
12.27%
37.95%
12.26%
37.94%
1.00%
2.16%
-2.33%
18.67%
2.15%
18.68%
1.32%
-0.67%
2.28%
15.65%
14.74%
24.48%
39.97%
48.35%
7.88%
10.20%
9.92%
35.13%
7.77%
9.08%
9.03%
45.76%
9.27%
9.66%
12.84%
45.04%
-1.20%
0.62%
9.77%
38.35%
-1.10%
-3.87%
-11.03%
-1.74%
24.44%
39.99%
48.26%
6.24%
8.96%
16.49%
56.82%
14.87%
28.55%
43.08%
0.95%
-2.95%
0.02%
10.01%
8.03%
11.25%
13.19%
41.87%
9.83%
10.85%
15.33%
54.17%
3.74%
6.40%
8.20%
41.79%
5.64%
8.37%
22.69%
57.92%
10.17%
14.84%
58.36%
2.46%
3.29%
-4.94%
65.71%
2.45%
3.30%
-4.95%
65.69%
0.92%
4.19%
0.39%
11.82%
0.38%
2.13%
3.95%
12.24%
3.97%
0.55%
1.67%
2.33%
7.97%
0.54%
1.66%
2.35%
7.98%
1.39%
3.25%
5.45%
15.55%
5.48%
7.31%
16.08%
25.88%
71.46%
6.34%
10.50%
27.17%
55.11%
7.61%
12.80%
31.68%
66.73%
9.71%
13.09%
23.04%
20.91%
9.69%
20.88%
11.70%
22.19%
31.94%
11.69%
22.21%
26.34%
31.96%
12.23%
23.42%
28.29%
38.63%
-4.87%
-9.51%
-5.12%
14.88%
-6.80%
-10.37%
-15.61%
2.59%
-1.60%
-3.14%
6.10%
21.29%
-3.44%
-4.63%
-6.58%
8.89%
-1.70%
-3.52%
4.86%
15.85%
-2.14%
-2.78%
21.79%
-0.21%
3.76%
9.34%
35.87%
0.15%
5.80%
7.66%
38.89%
0.14%
5.85%
7.68%
38.88%
2.75%
12.58%
35.07%
2.80%
35.23%