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(2026/07/01)
3個月
26.16%
6個月
23.70%
一年
41.37%
三年
77.54%
25.83%
25.44%
54.35%
81.79%
淨值(2026/07/02)
15.26%
5.50%
15.75%
43.42%
7.82%
4.64%
7.80%
N/A
7.74%
4.54%
8.10%
25.99%
7.75%
4.53%
8.04%
25.85%
7.21%
3.39%
5.66%
18.78%
7.66%
1.23%
9.92%
0.94%
6.78%
-1.27%
5.85%
8.86%
8.00%
31.71%
63.49%
8.85%
7.32%
31.63%
62.33%
8.92%
8.06%
31.68%
63.58%
8.25%
4.79%
16.73%
47.80%
8.20%
4.17%
16.78%
46.81%
47.65%
9.15%
6.60%
20.61%
59.73%
9.14%
5.88%
20.55%
58.66%
3.97%
5.53%
19.49%
8.99%
-1.08%
4.31%
22.34%
12.74%
12.70%
29.34%
13.53%
17.04%
43.00%
30.04%
2.22%
8.07%
25.13%
40.78%
2.25%
8.09%
25.16%
40.80%
1.97%
7.76%
24.65%
40.39%
8.12%
25.01%
40.74%
2.59%
7.46%
18.65%
43.20%
2.60%
7.47%
43.14%
2.58%
7.45%
18.63%
43.18%
1.86%
6.06%
15.54%
32.46%
6.08%
15.49%
32.38%
15.44%
32.31%
1.87%
6.03%
15.19%
32.04%
15.04%
16.39%
36.09%
53.27%
15.91%
18.20%
40.77%
73.48%
4.16%
3.43%
29.65%
4.18%
2.67%
15.57%
28.69%
3.44%
4.75%
2.83%
8.95%
28.27%
4.76%
2.04%
8.93%
27.34%
2.05%
2.82%
28.26%
3.76%
1.27%
5.96%
20.57%
3.78%
0.53%
5.93%
19.72%
4.50%
2.73%
9.13%
30.36%
4.52%
1.91%
9.12%
1.92%
30.37%
4.63%
2.26%
10.07%
33.20%
33.19%
3.59%
3.99%
11.36%
20.15%
11.35%
3.79%
2.38%
1.34%
17.46%
3.80%
2.39%
17.47%
22.31%
19.27%
42.96%
57.93%
16.96%
15.24%
23.12%
46.23%
10.56%
8.54%
15.69%
47.22%
8.51%
8.55%
14.60%
46.87%
8.76%
0.34%
6.55%
30.63%
9.59%
4.72%
-0.06%
2.47%
22.27%
19.23%
57.88%
8.05%
5.42%
12.07%
53.67%
10.12%
24.40%
38.10%
8.57%
1.98%
-2.81%
7.50%
17.00%
15.65%
24.73%
53.01%
8.90%
9.64%
17.12%
55.64%
8.82%
8.42%
13.90%
46.09%
5.58%
10.76%
53.23%
10.50%
8.41%
17.30%
56.84%
35.70%
31.98%
30.79%
92.58%
35.73%
32.03%
30.83%
92.65%
1.06%
0.46%
6.09%
9.85%
-0.12%
9.22%
9.21%
1.75%
0.14%
2.02%
11.21%
-0.38%
1.99%
10.66%
0.71%
-1.19%
-0.44%
-1.66%
-0.47%
5.04%
1.40%
0.11%
13.58%
-0.45%
2.35%
12.95%
2.36%
12.06%
12.59%
37.35%
60.90%
9.03%
21.41%
44.33%
12.30%
11.01%
25.68%
57.11%
10.79%
10.93%
16.97%
18.75%
10.77%
12.10%
16.20%
36.12%
36.50%
12.09%
16.21%
36.14%
36.51%
12.63%
17.32%
38.95%
43.51%
6.65%
-3.95%
-10.60%
6.94%
7.65%
-1.36%
-8.08%
1.93%
10.80%
2.49%
1.74%
17.09%
11.84%
5.08%
11.77%
10.84%
2.52%
1.31%
9.84%
21.82%
8.83%
-0.76%
4.83%
28.52%
7.02%
3.62%
18.81%
37.45%
6.91%
3.53%
18.68%
37.46%
7.11%
7.91%
34.02%
7.16%
1.96%
8.01%
34.10%