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(2026/08/31)
3個月
5.69%
6個月
12.13%
一年
20.03%
三年
53.26%
0.13%
3.71%
5.98%
N/A
-0.09%
3.39%
5.96%
25.49%
0.50%
4.00%
6.57%
26.10%
0.11%
2.94%
4.35%
19.23%
-5.40%
11.89%
26.62%
61.88%
-4.58%
13.38%
30.99%
60.85%
7.08%
-1.46%
5.06%
-3.97%
6.50%
-3.16%
4.36%
2.92%
淨值(2026/08/28)
6.25%
10.45%
69.02%
6.24%
10.53%
25.53%
68.99%
10.51%
25.47%
68.95%
4.90%
7.73%
17.28%
57.19%
4.87%
7.68%
17.31%
57.11%
4.83%
7.65%
17.21%
57.08%
5.60%
9.18%
21.38%
70.23%
5.57%
9.11%
21.27%
70.36%
3.23%
-4.89%
2.13%
19.25%
-0.36%
3.06%
4.55%
26.36%
0.17%
6.41%
11.97%
34.40%
-9.38%
0.03%
30.90%
-1.60%
-0.44%
15.93%
42.12%
-1.61%
-0.49%
15.92%
42.04%
-1.62%
-0.71%
15.42%
41.65%
-1.56%
-0.40%
15.94%
42.06%
-1.88%
-0.93%
14.11%
47.42%
-1.87%
47.38%
-0.95%
14.09%
47.41%
-2.51%
-2.24%
11.18%
36.66%
-2.25%
11.12%
36.59%
11.13%
36.55%
-2.31%
10.83%
36.25%
3.29%
30.62%
56.63%
3.89%
7.51%
34.69%
76.32%
2.08%
2.85%
10.01%
29.87%
2.86%
10.02%
1.89%
2.40%
7.31%
30.49%
1.88%
2.38%
7.28%
30.50%
30.51%
30.47%
1.10%
1.01%
4.94%
23.92%
4.93%
23.95%
1.79%
2.28%
8.11%
33.79%
1.78%
8.10%
33.78%
2.27%
2.32%
3.77%
9.02%
38.48%
38.47%
3.36%
4.12%
5.44%
17.73%
5.43%
17.72%
2.44%
2.75%
1.98%
18.66%
-1.16%
7.91%
35.14%
61.35%
5.62%
8.46%
21.29%
45.24%
4.16%
15.52%
46.54%
3.60%
3.17%
15.05%
49.70%
4.97%
5.29%
6.56%
32.82%
-0.31%
2.60%
-0.45%
6.66%
7.92%
35.13%
61.36%
16.26%
59.47%
-6.44%
2.73%
16.58%
39.75%
-0.77%
0.95%
-1.20%
14.18%
6.16%
9.08%
23.29%
52.98%
3.95%
17.35%
58.49%
1.14%
9.09%
44.02%
0.64%
8.27%
54.15%
4.22%
4.41%
17.11%
56.79%
淨值(2026/09/01)
-7.01%
17.95%
23.84%
58.45%
-6.91%
18.07%
58.46%
-0.18%
-1.94%
1.76%
8.52%
-0.29%
0.22%
11.38%
-0.30%
-1.89%
0.21%
11.40%
-1.08%
-3.44%
-1.86%
6.32%
-1.09%
6.34%
-0.41%
-2.20%
0.94%
14.23%
-2.21%
-0.72%
8.50%
23.37%
64.28%
-2.03%
5.63%
15.12%
52.25%
-1.32%
19.39%
65.66%
-1.37%
7.22%
19.32%
65.58%
0.58%
2.41%
16.56%
30.55%
0.61%
2.43%
16.55%
30.61%
9.93%
34.58%
43.62%
9.91%
34.55%
43.63%
2.81%
10.94%
37.14%
50.93%
6.08%
2.33%
-5.97%
13.12%
4.01%
-5.26%
5.67%
-1.30%
3.99%
19.31%
-0.90%
5.78%
1.74%
11.37%
-1.21%
0.76%
15.29%
3.07%
5.11%
7.39%
24.33%
3.32%
3.79%
7.43%
34.38%
-6.46%
-0.89%
3.98%
29.07%
-0.81%
4.04%
-7.32%
0.49%
29.81%
-7.24%
-2.11%
0.54%
29.92%