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(2026/10/01)
3個月
6.00%
6個月
18.78%
一年
15.52%
三年
57.91%
淨值(2026/10/02)
-1.10%
6.63%
3.24%
N/A
-1.32%
6.32%
3.09%
28.73%
-0.74%
6.95%
3.65%
29.33%
-1.09%
6.04%
1.63%
22.33%
-4.42%
20.58%
23.92%
76.29%
-4.52%
20.13%
29.57%
73.87%
-2.72%
4.73%
2.98%
-1.22%
-4.36%
2.12%
-0.89%
5.91%
2.81%
11.91%
18.04%
67.15%
2.84%
11.95%
18.13%
66.11%
2.75%
2.15%
10.57%
9.26%
56.08%
2.10%
10.47%
9.13%
55.16%
2.08%
10.49%
9.19%
55.98%
12.24%
12.88%
69.32%
2.89%
12.29%
12.90%
68.36%
2.90%
12.32%
12.95%
69.43%
-5.31%
-1.55%
24.40%
1.12%
9.22%
0.98%
32.23%
0.96%
13.82%
8.31%
43.90%
-9.21%
3.07%
12.57%
37.80%
-4.77%
-2.65%
8.79%
40.02%
-4.88%
-2.74%
8.67%
39.82%
-2.90%
39.59%
-4.74%
-2.60%
8.84%
39.99%
-4.54%
-2.06%
6.25%
45.77%
-2.05%
6.26%
45.74%
-4.55%
-2.09%
6.23%
45.76%
45.78%
-5.16%
-3.40%
3.55%
34.93%
3.51%
34.80%
-3.39%
3.50%
34.77%
3.41%
34.50%
1.24%
16.46%
30.50%
62.39%
1.81%
18.01%
34.36%
82.25%
-1.44%
2.65%
5.38%
27.76%
-1.47%
5.36%
26.79%
26.78%
2.66%
5.39%
27.77%
-1.35%
3.34%
2.59%
29.41%
-1.37%
3.33%
2.52%
28.44%
-1.34%
29.40%
-1.98%
1.70%
-0.30%
22.41%
-2.01%
1.69%
-0.38%
21.51%
3.22%
2.72%
32.19%
-1.26%
3.21%
31.11%
-1.23%
-0.46%
4.15%
4.24%
35.35%
35.34%
3.84%
14.00%
-1.38%
1.80%
3.82%
13.99%
-1.27%
2.16%
-0.67%
15.75%
-1.28%
-0.68%
-0.06%
22.24%
24.10%
68.89%
-2.49%
14.05%
14.13%
49.00%
-0.45%
10.06%
11.86%
45.28%
-2.35%
5.96%
9.69%
46.72%
0.49%
9.30%
0.43%
38.88%
-0.98%
8.35%
1.58%
12.64%
-0.02%
24.12%
68.91%
1.91%
10.12%
10.72%
60.01%
-4.47%
3.89%
9.14%
43.34%
5.02%
-2.56%
19.87%
-2.11%
14.53%
15.37%
56.31%
-1.97%
6.76%
11.83%
55.38%
-3.26%
5.28%
5.97%
46.24%
-4.64%
2.80%
2.04%
57.14%
-1.04%
9.35%
11.80%
54.79%
-10.60%
21.32%
18.80%
48.21%
-10.57%
21.38%
18.92%
48.29%
-3.71%
-2.69%
-1.54%
7.09%
-3.74%
-1.58%
6.44%
-1.53%
-3.48%
-1.79%
-3.16%
10.54%
-3.51%
-1.82%
-3.22%
9.96%
-3.50%
-4.15%
-3.47%
-5.62%
5.19%
-4.18%
-5.68%
4.68%
5.20%
-3.46%
-2.96%
13.00%
-3.49%
-2.14%
-3.02%
12.34%
-0.26%
11.76%
16.49%
68.14%
-0.90%
10.35%
7.62%
56.59%
-0.11%
12.18%
11.43%
70.51%
-6.55%
2.37%
30.56%
-6.57%
2.35%
5.17%
30.59%
1.86%
14.18%
28.19%
48.01%
14.17%
28.21%
48.06%
2.21%
15.12%
55.59%
1.02%
-7.40%
17.08%
2.17%
9.70%
10.02%
-0.29%
10.48%
26.62%
1.22%
13.20%
3.00%
17.86%
-0.20%
10.62%
-1.14%
22.51%
1.11%
11.05%
5.30%
24.74%
-0.37%
8.43%
0.82%
33.22%
1.41%
9.43%
42.90%
1.33%
9.36%
9.31%
42.82%
1.52%
9.79%
4.55%
44.84%
1.47%
9.75%
4.51%
44.70%