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(2026/05/07)
3個月
13.85%
6個月
17.22%
一年
45.78%
三年
84.02%
12.89%
18.60%
51.15%
88.68%
4.47%
8.84%
20.58%
47.75%
淨值(2026/05/08)
3.01%
3.11%
10.00%
N/A
2.98%
3.17%
10.58%
28.36%
2.93%
3.15%
10.50%
28.12%
2.27%
1.98%
7.95%
20.96%
-9.49%
-7.55%
-6.84%
-11.02%
-9.81%
-6.02%
-2.51%
-4.94%
2.58%
11.39%
36.37%
70.83%
11.41%
36.41%
70.77%
2.64%
11.45%
36.45%
70.93%
2.48%
7.92%
27.09%
55.38%
2.43%
7.82%
55.34%
2.41%
7.84%
27.11%
55.27%
3.48%
10.11%
31.57%
66.59%
3.52%
10.19%
31.60%
66.67%
3.55%
31.66%
66.70%
-3.38%
5.32%
11.33%
23.84%
1.49%
-0.17%
12.18%
28.51%
5.50%
7.55%
21.64%
34.76%
11.22%
24.13%
62.64%
36.65%
3.46%
14.76%
33.96%
51.10%
3.45%
14.78%
34.00%
51.12%
3.41%
14.67%
33.72%
51.02%
3.47%
33.82%
51.04%
4.28%
14.28%
31.75%
53.72%
4.27%
53.66%
4.26%
14.26%
31.72%
53.71%
3.54%
12.83%
28.20%
42.22%
12.81%
28.15%
42.24%
12.78%
28.02%
42.21%
3.49%
12.69%
27.82%
41.86%
1.78%
14.95%
31.17%
56.87%
2.73%
16.92%
35.98%
78.12%
-0.06%
4.20%
15.66%
31.00%
15.67%
0.21%
2.45%
11.95%
28.43%
0.19%
11.94%
28.46%
0.20%
28.47%
2.44%
28.42%
-0.08%
1.93%
10.04%
22.82%
1.92%
10.05%
22.85%
0.72%
3.65%
13.61%
31.51%
0.71%
3.64%
13.62%
31.50%
1.26%
13.73%
36.69%
36.68%
-1.32%
2.29%
5.59%
18.12%
5.57%
-0.48%
1.10%
1.91%
15.45%
1.11%
15.46%
11.46%
21.94%
48.40%
55.33%
0.57%
29.28%
1.46%
7.69%
11.54%
0.86%
9.06%
10.36%
40.10%
-0.68%
0.60%
14.52%
37.68%
2.34%
-0.55%
-3.44%
0.87%
11.40%
21.92%
48.45%
55.31%
9.08%
15.42%
53.56%
11.48%
17.63%
40.45%
1.97%
1.21%
0.05%
0.93%
14.61%
35.73%
1.47%
12.86%
48.68%
-0.81%
1.64%
8.10%
40.58%
-1.18%
3.42%
12.87%
50.31%
1.60%
8.29%
52.12%
14.54%
14.94%
83.97%
14.58%
11.49%
15.01%
84.11%
-1.83%
-0.10%
4.06%
7.94%
-1.24%
-1.15%
8.56%
-1.25%
8.58%
-1.76%
-1.67%
0.64%
4.31%
0.65%
4.33%
4.32%
-1.06%
3.72%
11.72%
9.12%
13.31%
46.52%
77.31%
8.87%
9.57%
36.15%
60.64%
8.80%
9.99%
11.96%
41.28%
73.01%
3.36%
8.62%
26.04%
21.25%
3.35%
8.61%
25.99%
21.18%
7.81%
20.36%
43.24%
40.53%
20.38%
8.36%
21.62%
46.19%
47.76%
-3.16%
-8.15%
-9.52%
7.58%
-2.82%
-9.75%
-12.67%
0.52%
4.15%
1.83%
11.25%
27.08%
4.55%
6.03%
18.69%
4.14%
1.66%
10.54%
21.93%
3.08%
0.92%
9.40%
25.41%
2.90%
13.38%
34.01%
4.83%
5.53%
23.00%
43.35%
4.76%
5.46%
22.98%
43.33%
5.74%
18.59%
39.83%
5.77%
39.84%