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(2026/06/01)
3個月
19.30%
6個月
23.26%
一年
45.55%
三年
85.58%
19.83%
23.07%
52.66%
89.42%
6.57%
10.82%
20.04%
49.62%
3.33%
3.81%
8.79%
N/A
3.15%
3.70%
9.10%
27.37%
3.74%
4.28%
9.70%
27.94%
3.11%
7.16%
20.85%
-9.41%
-10.31%
-4.51%
-9.37%
-10.94%
-10.33%
-2.22%
-2.01%
淨值(2026/05/29)
4.43%
10.08%
32.91%
70.42%
4.52%
10.15%
32.94%
70.53%
4.49%
10.14%
32.98%
70.52%
3.26%
8.01%
22.54%
54.84%
3.25%
7.96%
22.61%
54.96%
3.99%
26.76%
66.99%
3.98%
10.21%
26.81%
67.14%
4.06%
10.22%
26.74%
67.09%
-8.73%
-0.74%
4.61%
20.23%
3.80%
1.83%
10.19%
29.58%
5.64%
6.91%
18.80%
35.81%
25.26%
58.03%
40.96%
0.33%
9.45%
27.65%
46.65%
1.12%
10.06%
28.72%
48.26%
0.90%
9.74%
28.20%
47.86%
0.32%
9.47%
27.51%
46.62%
0.25%
10.00%
24.55%
49.56%
0.24%
49.50%
0.23%
9.98%
24.52%
49.55%
-0.48%
8.57%
21.22%
38.28%
8.55%
21.17%
38.31%
-0.47%
8.51%
21.03%
38.29%
-0.54%
8.45%
37.91%
2.54%
16.48%
33.41%
56.94%
3.43%
18.47%
38.24%
77.91%
0.95%
15.29%
32.64%
32.65%
3.34%
15.30%
0.70%
2.89%
10.83%
29.96%
0.69%
2.87%
29.98%
29.99%
29.94%
0.18%
2.01%
8.82%
24.21%
8.83%
24.24%
0.79%
3.72%
12.23%
33.56%
0.78%
3.71%
33.55%
1.59%
3.88%
12.61%
37.51%
37.50%
0.77%
1.67%
7.34%
18.96%
0.76%
1.66%
7.33%
18.95%
0.35%
2.45%
16.76%
2.44%
11.77%
27.93%
54.53%
67.12%
1.98%
12.34%
36.74%
-0.08%
8.73%
11.01%
43.67%
-1.06%
8.30%
8.22%
45.46%
-0.18%
-1.54%
10.37%
34.46%
2.99%
-3.87%
2.05%
27.97%
54.50%
67.17%
1.55%
7.59%
14.55%
60.65%
10.28%
17.89%
37.93%
51.77%
2.88%
-1.62%
10.48%
2.03%
10.36%
15.09%
43.55%
-0.44%
9.54%
10.65%
54.20%
-0.15%
4.45%
7.97%
42.32%
-1.75%
4.33%
10.49%
54.07%
-0.57%
8.41%
13.92%
54.17%
淨值(2026/06/02)
28.07%
29.97%
27.57%
96.64%
28.06%
27.60%
96.67%
-1.74%
-1.00%
5.09%
10.58%
5.10%
-1.53%
-1.09%
2.85%
11.25%
2.84%
11.27%
-1.52%
-2.30%
-1.83%
1.03%
6.60%
1.04%
6.62%
-1.70%
-0.38%
14.46%
9.85%
15.31%
43.56%
74.35%
9.91%
15.37%
43.64%
74.44%
8.50%
12.95%
32.12%
57.82%
9.46%
15.41%
37.02%
70.99%
9.40%
15.35%
36.94%
70.90%
1.32%
10.56%
22.74%
23.89%
1.33%
22.76%
8.67%
22.04%
43.28%
39.92%
8.66%
22.03%
43.30%
39.90%
9.27%
23.23%
46.28%
47.12%
-3.35%
-6.76%
-12.25%
6.73%
-1.77%
-6.66%
-14.26%
-1.43%
6.24%
5.16%
9.04%
26.47%
7.92%
4.96%
6.43%
17.03%
6.30%
5.13%
8.47%
21.49%
2.12%
-0.19%
5.70%
20.44%
0.15%
8.84%
31.57%
6.25%
5.47%
21.33%
44.97%
6.32%
5.43%
21.32%
44.94%
5.83%
5.66%
15.68%
41.97%
5.82%
5.58%
15.57%
41.88%