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(2026/01/14)
3個月
6.10%
6個月
13.47%
一年
16.05%
三年
66.87%
9.08%
22.45%
11.35%
73.61%
淨值(2026/01/15)
4.88%
10.80%
15.83%
50.38%
6.08%
12.04%
-8.12%
1.28%
5.79%
11.90%
3.70%
8.71%
0.34%
3.12%
4.14%
18.76%
0.87%
4.31%
6.17%
25.85%
0.67%
3.90%
5.06%
N/A
0.84%
4.29%
6.19%
25.98%
9.19%
23.59%
21.11%
67.20%
9.12%
21.08%
67.07%
5.03%
12.64%
22.40%
51.24%
5.01%
12.62%
51.19%
4.96%
12.56%
22.31%
51.14%
14.47%
26.30%
60.59%
6.12%
14.43%
26.23%
60.52%
26.19%
4.71%
7.16%
13.66%
3.36%
7.25%
10.70%
37.71%
3.98%
14.18%
38.60%
8.66%
24.97%
43.18%
14.80%
7.01%
17.39%
20.41%
38.33%
17.41%
20.37%
38.36%
6.78%
17.15%
20.23%
38.38%
6.99%
17.25%
20.27%
5.14%
11.75%
25.06%
39.45%
25.03%
39.41%
25.07%
39.47%
4.52%
10.29%
21.63%
29.24%
4.47%
10.22%
21.55%
29.27%
21.47%
29.11%
4.42%
10.01%
21.33%
28.99%
14.15%
25.49%
27.72%
69.20%
15.13%
27.65%
32.49%
92.65%
4.61%
13.04%
9.93%
30.78%
30.79%
13.03%
2.20%
6.95%
13.22%
28.43%
6.94%
13.27%
28.44%
28.45%
13.21%
28.42%
1.76%
5.63%
11.07%
5.62%
11.12%
22.48%
11.08%
2.70%
7.30%
29.83%
2.69%
7.29%
14.46%
29.84%
2.33%
7.00%
13.98%
37.64%
37.63%
1.41%
7.48%
-1.00%
1.40%
8.26%
-1.60%
-0.24%
3.69%
0.28%
8.33%
22.82%
42.15%
29.90%
5.17%
9.54%
14.81%
32.59%
5.39%
8.70%
12.33%
42.76%
4.05%
18.23%
43.62%
2.81%
8.93%
12.27%
47.53%
1.39%
-1.75%
-10.00%
-0.22%
8.37%
22.86%
42.19%
29.92%
4.13%
7.69%
19.17%
52.44%
5.78%
14.69%
25.57%
36.22%
1.20%
-1.88%
1.34%
6.91%
5.37%
10.27%
17.34%
38.66%
8.19%
20.86%
52.73%
2.08%
6.54%
9.05%
41.25%
1.88%
6.40%
22.77%
51.33%
5.82%
9.97%
18.03%
54.08%
3.97%
5.53%
3.68%
77.27%
3.94%
5.49%
77.21%
1.96%
6.88%
3.07%
9.48%
9.49%
0.15%
2.87%
6.77%
9.73%
0.14%
2.86%
6.80%
9.74%
-0.17%
5.02%
5.05%
0.70%
3.33%
8.05%
12.35%
3.32%
8.07%
12.36%
23.48%
24.36%
66.29%
2.02%
12.42%
25.38%
49.71%
3.23%
14.44%
29.66%
59.85%
18.13%
13.23%
3.03%
18.10%
13.17%
12.81%
21.88%
28.89%
12.84%
21.35%
21.91%
13.42%
22.63%
23.84%
35.63%
-0.62%
-4.30%
0.91%
19.47%
-0.43%
-4.17%
-10.37%
11.52%
-1.45%
1.00%
5.73%
21.72%
-1.09%
0.98%
-6.17%
13.64%
-1.66%
0.52%
4.41%
15.84%
2.60%
2.23%
30.96%
2.65%
15.48%
40.65%
2.24%
13.73%
7.05%
39.92%
2.21%
14.20%
7.09%
39.94%
-0.78%
5.45%
12.12%
34.56%
-0.86%
5.93%
12.00%
34.47%