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(2026/08/20)
3個月
7.89%
6個月
10.74%
一年
18.20%
三年
56.76%
淨值(2026/08/21)
1.38%
4.35%
6.87%
N/A
1.25%
4.14%
7.00%
29.24%
1.20%
4.06%
6.91%
29.11%
0.83%
3.05%
4.65%
21.95%
-1.18%
13.65%
29.57%
69.29%
-0.26%
15.14%
36.55%
69.22%
10.07%
1.54%
5.86%
0.38%
10.99%
0.69%
6.56%
7.70%
7.27%
10.96%
28.02%
70.74%
7.23%
10.97%
28.08%
70.70%
11.02%
28.09%
70.83%
5.53%
7.79%
17.35%
57.58%
5.49%
7.80%
17.39%
57.61%
17.45%
6.34%
9.56%
21.60%
70.72%
6.33%
9.57%
21.59%
70.84%
6.27%
21.51%
4.87%
-3.55%
3.61%
25.02%
0.98%
2.62%
4.11%
30.00%
3.25%
6.50%
13.30%
39.50%
-2.99%
1.59%
29.41%
36.18%
-0.67%
-0.88%
17.22%
44.16%
-0.91%
44.08%
-0.75%
-1.14%
16.65%
43.68%
-0.63%
-0.84%
17.19%
44.10%
-1.12%
-1.48%
13.92%
48.85%
-1.11%
48.81%
-1.50%
13.90%
48.84%
13.93%
-1.76%
-2.84%
10.98%
37.86%
10.92%
37.78%
37.74%
-2.89%
10.63%
37.45%
4.15%
5.85%
25.23%
56.97%
4.77%
7.42%
29.17%
77.05%
3.08%
11.63%
30.93%
30.94%
3.06%
2.79%
2.58%
7.30%
31.02%
2.78%
2.56%
31.04%
7.29%
31.00%
1.84%
0.99%
4.95%
24.08%
4.94%
24.11%
2.57%
2.42%
8.23%
34.21%
8.22%
34.22%
3.01%
3.84%
9.14%
38.79%
38.78%
3.31%
3.48%
7.35%
18.16%
3.47%
7.33%
18.15%
2.40%
2.02%
1.98%
18.46%
4.43%
11.19%
37.39%
69.00%
6.96%
9.08%
19.20%
49.73%
5.40%
6.41%
14.87%
50.98%
4.22%
3.75%
11.89%
51.44%
5.76%
3.52%
6.84%
38.42%
1.67%
2.41%
-2.57%
8.44%
4.40%
11.17%
37.38%
68.95%
6.22%
7.10%
15.27%
62.33%
-2.44%
3.65%
16.25%
45.20%
2.22%
1.51%
-2.39%
16.54%
7.46%
9.85%
21.07%
57.69%
4.56%
4.72%
14.19%
60.29%
2.93%
1.01%
8.14%
47.90%
3.64%
0.03%
8.67%
58.58%
6.04%
7.02%
16.83%
61.56%
3.20%
22.81%
21.89%
63.36%
3.30%
22.95%
22.03%
63.56%
0.91%
-1.69%
2.94%
9.48%
0.70%
-1.72%
0.23%
11.93%
-1.73%
0.21%
11.95%
11.94%
-0.18%
-3.34%
-1.83%
6.54%
-0.19%
-1.84%
6.55%
0.51%
-2.04%
1.07%
14.75%
1.06%
0.52%
-2.03%
1.69%
8.33%
26.83%
66.29%
5.09%
16.10%
53.21%
0.76%
6.93%
20.43%
66.46%
0.82%
20.35%
16.47%
30.92%
3.04%
2.81%
16.48%
30.91%
9.17%
34.36%
46.19%
9.15%
34.34%
46.14%
5.37%
10.17%
37.00%
53.68%
5.79%
1.85%
-8.28%
15.38%
5.21%
2.75%
-8.45%
7.36%
0.40%
3.82%
2.65%
22.50%
-0.08%
4.75%
14.28%
0.49%
3.87%
2.37%
18.27%
2.48%
5.15%
6.78%
24.91%
4.61%
7.26%
34.65%
1.11%
7.92%
34.95%
-3.04%
7.85%
34.96%
-3.82%
-0.32%
2.44%
35.05%
-3.87%
-0.31%
2.46%
35.01%