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(2026/06/04)
3個月
23.09%
6個月
23.46%
一年
45.38%
三年
84.53%
22.19%
23.98%
52.78%
89.38%
7.68%
7.65%
18.01%
44.73%
4.49%
3.74%
8.77%
N/A
4.41%
3.71%
9.18%
27.00%
4.39%
3.64%
9.07%
26.79%
3.76%
2.53%
6.61%
19.70%
-7.41%
-7.65%
-2.95%
-9.02%
-7.48%
-7.87%
-1.21%
-1.33%
6.46%
10.09%
32.86%
70.24%
6.41%
10.01%
32.78%
70.03%
10.02%
6.17%
7.58%
22.34%
53.73%
6.10%
7.53%
22.22%
53.74%
7.51%
22.26%
53.63%
7.25%
9.65%
26.45%
65.93%
7.28%
9.63%
65.88%
9.57%
65.75%
-5.53%
-0.34%
4.42%
18.68%
5.64%
1.57%
8.82%
27.76%
7.36%
17.90%
34.32%
淨值(2026/06/03)
20.53%
29.02%
64.25%
42.84%
2.50%
9.15%
27.07%
46.31%
2.49%
9.17%
27.10%
46.34%
2.25%
8.85%
26.59%
45.96%
2.51%
26.94%
46.29%
3.23%
9.29%
23.83%
48.68%
48.62%
3.21%
9.27%
23.80%
48.66%
2.48%
7.89%
20.57%
37.45%
7.87%
20.52%
37.47%
7.83%
20.45%
37.46%
2.43%
7.76%
20.20%
37.08%
8.19%
15.77%
33.99%
53.86%
17.69%
38.89%
74.48%
1.47%
3.47%
14.77%
31.71%
3.48%
2.03%
2.92%
10.33%
29.00%
2.02%
2.90%
29.03%
2.91%
28.99%
1.34%
1.86%
8.20%
22.66%
1.85%
8.21%
22.69%
2.18%
3.52%
11.59%
32.07%
11.60%
2.52%
3.85%
12.16%
36.05%
36.04%
1.53%
2.73%
7.99%
20.03%
1.52%
7.97%
20.02%
2.29%
2.33%
2.88%
17.18%
2.28%
2.87%
20.04%
27.56%
50.84%
62.25%
7.26%
11.06%
13.79%
37.29%
3.58%
8.15%
11.37%
42.03%
1.05%
7.08%
7.57%
43.26%
0.92%
-1.86%
8.91%
33.11%
4.47%
1.88%
-3.68%
0.81%
27.53%
50.83%
62.20%
2.11%
6.38%
12.49%
57.65%
12.04%
15.46%
34.73%
46.81%
1.51%
-2.01%
9.33%
7.64%
11.61%
16.66%
44.28%
1.63%
8.33%
10.00%
51.98%
2.40%
5.07%
8.75%
42.01%
2.32%
4.69%
10.63%
53.99%
4.30%
8.56%
14.91%
53.54%
淨值(2026/06/05)
30.10%
28.25%
27.30%
93.80%
30.13%
28.18%
27.28%
93.77%
-1.92%
-0.65%
4.62%
9.37%
-1.09%
-0.78%
2.36%
10.14%
-1.10%
10.16%
-1.93%
-1.72%
0.47%
5.23%
-1.94%
5.25%
5.24%
-1.20%
-0.29%
3.42%
13.06%
3.43%
12.75%
14.00%
42.15%
71.45%
12.68%
12.29%
11.28%
30.54%
54.20%
11.20%
13.51%
35.26%
67.02%
6.73%
11.16%
23.15%
23.84%
6.74%
11.18%
23.12%
7.78%
17.47%
38.15%
33.18%
7.79%
38.17%
33.21%
8.35%
18.62%
41.04%
40.08%
-2.09%
-8.53%
-13.57%
4.43%
-8.19%
-15.05%
-3.72%
24.34%
8.45%
4.01%
6.11%
14.63%
8.27%
3.73%
7.43%
19.44%
2.96%
-0.16%
5.37%
19.19%
3.03%
-0.68%
7.39%
28.64%
7.59%
6.64%
21.92%
46.06%
6.60%
21.93%
46.05%
8.47%
6.26%
16.08%
42.39%
8.46%
6.25%
16.03%
42.38%