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(2026/05/20)
3個月
15.01%
6個月
23.63%
一年
38.44%
三年
81.92%
15.44%
25.02%
45.15%
87.65%
淨值(2026/05/21)
3.16%
10.12%
15.37%
42.18%
2.93%
4.28%
9.08%
N/A
2.86%
4.29%
9.53%
27.22%
2.82%
4.27%
9.51%
27.09%
2.21%
3.08%
6.86%
19.91%
-7.75%
-9.28%
-3.95%
-9.44%
-8.64%
-1.87%
-3.00%
3.44%
12.43%
29.72%
67.88%
3.49%
12.48%
29.70%
67.94%
3.50%
12.49%
29.79%
67.98%
2.14%
9.00%
19.58%
51.38%
2.19%
8.97%
19.61%
51.32%
3.03%
11.19%
23.69%
62.77%
3.05%
11.26%
23.71%
62.91%
3.10%
23.77%
62.87%
-8.03%
3.65%
17.41%
2.20%
2.75%
9.41%
27.76%
3.15%
8.28%
15.40%
32.05%
4.72%
25.93%
48.00%
30.55%
-0.22%
11.82%
27.61%
46.68%
-0.25%
11.84%
27.64%
46.70%
-0.39%
11.60%
46.42%
11.85%
27.49%
46.64%
-0.36%
11.42%
24.52%
48.60%
-0.37%
48.54%
-0.38%
11.40%
24.49%
48.58%
-1.10%
9.99%
21.19%
37.47%
9.97%
21.13%
37.50%
9.95%
21.01%
-1.15%
9.86%
20.82%
37.09%
1.63%
14.62%
31.92%
51.33%
2.52%
16.55%
36.72%
71.74%
-0.02%
4.25%
13.81%
31.03%
4.26%
13.82%
-0.20%
2.91%
9.49%
28.07%
2.90%
9.48%
28.10%
-0.21%
28.06%
-0.84%
2.04%
7.44%
21.97%
2.03%
7.45%
22.00%
-0.15%
3.75%
10.83%
30.96%
3.74%
10.84%
0.81%
4.13%
35.57%
35.56%
0.13%
2.01%
6.90%
19.32%
2.00%
6.88%
19.31%
1.47%
2.10%
16.09%
16.10%
6.47%
43.01%
55.68%
1.98%
12.52%
11.62%
33.29%
0.96%
9.55%
9.67%
41.77%
-0.45%
10.32%
7.62%
40.92%
-2.12%
1.17%
8.72%
35.20%
0.85%
0.53%
-6.35%
-1.07%
6.49%
23.67%
43.12%
55.70%
0.83%
9.75%
12.66%
53.90%
7.29%
18.63%
30.88%
42.78%
-0.80%
1.34%
-4.25%
6.34%
2.23%
12.89%
14.38%
39.99%
0.16%
11.65%
10.07%
49.55%
4.44%
38.75%
-3.48%
5.28%
9.85%
49.13%
0.92%
9.89%
13.03%
52.22%
19.00%
21.02%
10.81%
86.52%
19.02%
21.03%
10.86%
86.63%
-2.57%
-0.74%
4.39%
9.11%
9.12%
-2.40%
-1.60%
2.17%
9.46%
-2.41%
-1.61%
-3.16%
-2.29%
0.33%
4.87%
0.34%
4.89%
-2.54%
-0.82%
3.33%
12.47%
3.34%
6.53%
16.50%
37.70%
71.07%
5.09%
26.74%
53.63%
12.81%
6.12%
15.24%
31.31%
65.94%
6.07%
15.18%
31.24%
65.85%
10.38%
17.87%
19.12%
-0.18%
10.36%
17.86%
4.03%
20.20%
37.65%
34.16%
4.01%
20.16%
37.63%
34.13%
4.56%
21.34%
40.50%
41.07%
-4.10%
-7.30%
-12.50%
5.03%
-2.50%
-8.04%
-14.41%
-2.30%
3.40%
4.96%
6.99%
23.80%
4.83%
4.00%
4.20%
15.09%
3.36%
4.88%
6.40%
18.79%
2.60%
19.99%
1.36%
3.11%
7.71%
29.43%
4.30%
6.19%
19.66%
42.60%
4.32%
6.23%
19.69%
42.71%
3.96%
5.71%
14.26%
38.61%
5.64%
38.56%