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(2026/01/08)
3個月
4.53%
6個月
14.53%
一年
14.70%
三年
73.41%
8.08%
24.36%
10.09%
78.20%
淨值(2026/01/09)
3.71%
10.46%
15.99%
52.52%
5.97%
12.86%
-7.54%
3.09%
6.66%
12.15%
4.45%
11.45%
0.11%
2.94%
4.26%
20.49%
0.67%
4.19%
6.33%
27.76%
0.54%
3.80%
5.21%
N/A
0.71%
4.20%
6.40%
27.97%
7.68%
24.48%
19.45%
71.04%
7.65%
24.54%
19.46%
71.08%
7.74%
24.56%
19.52%
71.14%
3.10%
12.82%
20.71%
55.96%
3.11%
12.81%
20.85%
55.88%
55.79%
4.15%
14.65%
24.49%
66.37%
4.12%
14.63%
24.41%
66.46%
24.39%
3.16%
4.77%
13.61%
26.84%
3.40%
6.94%
12.03%
43.08%
3.57%
9.01%
13.53%
41.70%
6.13%
22.90%
37.94%
17.61%
5.77%
17.57%
18.15%
41.13%
5.76%
17.58%
18.11%
41.15%
5.55%
17.32%
17.97%
41.18%
5.75%
17.42%
18.00%
41.16%
3.54%
11.46%
22.67%
43.57%
3.55%
11.47%
22.65%
43.53%
22.68%
43.60%
22.69%
43.58%
2.90%
9.99%
19.38%
32.84%
2.86%
9.92%
19.29%
32.87%
2.85%
19.22%
32.71%
2.80%
9.71%
19.08%
32.59%
9.57%
22.17%
22.52%
63.02%
10.48%
24.29%
27.02%
85.77%
13.28%
8.78%
31.53%
31.54%
1.60%
6.68%
12.02%
29.52%
1.59%
12.07%
29.54%
29.51%
0.92%
5.44%
9.94%
23.83%
9.98%
23.87%
5.45%
23.84%
1.84%
7.11%
13.20%
31.90%
7.10%
13.23%
1.81%
7.04%
13.12%
39.32%
39.31%
1.07%
7.49%
-0.59%
-2.26%
-0.75%
-2.27%
5.93%
22.95%
38.31%
27.56%
3.62%
7.75%
13.42%
33.57%
4.43%
7.53%
11.01%
41.58%
3.94%
6.21%
17.85%
44.21%
1.76%
9.16%
12.18%
50.97%
0.20%
-2.12%
-9.09%
1.88%
5.87%
22.92%
38.27%
27.59%
3.68%
7.08%
18.37%
54.34%
4.08%
13.79%
25.42%
38.14%
0.72%
-2.74%
2.75%
10.43%
3.88%
8.74%
16.11%
40.21%
4.49%
7.39%
53.39%
5.25%
9.33%
41.35%
1.58%
4.59%
23.57%
53.19%
5.18%
9.00%
16.96%
53.45%
2.63%
2.74%
2.10%
73.62%
2.60%
2.78%
2.11%
2.05%
6.67%
2.25%
9.42%
0.23%
2.37%
5.96%
10.21%
0.22%
5.99%
10.23%
10.22%
-0.31%
1.31%
4.23%
6.05%
-0.32%
1.30%
6.07%
6.06%
4.24%
0.55%
2.87%
7.17%
13.13%
7.19%
2.50%
23.18%
21.35%
70.33%
-1.96%
22.37%
54.80%
-0.89%
13.33%
26.32%
65.51%
7.27%
15.80%
7.30%
19.23%
15.82%
11.14%
20.16%
21.68%
31.46%
11.15%
20.15%
21.67%
31.43%
11.70%
21.44%
23.58%
38.37%
-5.04%
3.02%
23.32%
-0.83%
-4.43%
-8.85%
-1.75%
0.50%
25.76%
-2.40%
1.22%
-6.23%
16.03%
-1.99%
4.34%
1.37%
6.69%
1.04%
33.15%
1.66%
14.25%
45.41%
2.93%
8.12%
41.93%
2.92%
14.69%
8.21%
42.02%
-0.47%
5.78%
12.57%
37.15%
5.70%
12.52%
37.02%