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(2026/05/20)
3個月
15.01%
6個月
23.63%
一年
38.44%
三年
81.92%
15.44%
25.02%
45.15%
87.65%
2.65%
7.06%
14.45%
41.47%
2.75%
4.86%
7.70%
N/A
2.68%
8.16%
27.00%
2.62%
4.82%
8.11%
26.84%
2.04%
3.68%
5.56%
19.71%
-8.25%
-8.47%
-5.43%
-9.92%
-9.51%
-7.77%
-2.33%
-3.25%
淨值(2026/05/19)
2.67%
10.81%
28.66%
66.63%
2.72%
10.84%
28.64%
66.70%
2.73%
10.87%
28.73%
66.73%
1.36%
7.18%
18.76%
50.21%
7.17%
18.75%
50.09%
7.26%
2.29%
9.44%
22.80%
61.60%
2.26%
9.42%
22.87%
61.66%
-7.97%
3.14%
3.21%
17.49%
1.63%
2.92%
7.54%
27.04%
3.35%
7.89%
15.64%
32.32%
2.56%
19.66%
45.58%
27.85%
-0.22%
11.82%
27.61%
46.68%
-0.25%
11.84%
27.64%
46.70%
-0.39%
11.60%
27.22%
46.42%
11.85%
27.49%
46.64%
-0.36%
11.42%
24.52%
48.60%
-0.37%
48.54%
-0.38%
11.40%
24.49%
48.58%
-1.10%
9.99%
21.19%
37.47%
9.97%
21.13%
37.50%
9.95%
21.01%
-1.15%
9.86%
20.82%
37.09%
0.93%
14.27%
29.90%
50.29%
1.79%
16.20%
34.66%
70.52%
-0.59%
3.53%
13.07%
30.29%
-0.58%
3.54%
13.08%
-0.83%
2.08%
8.79%
27.27%
-0.85%
2.07%
8.78%
27.30%
-0.84%
27.25%
-1.42%
1.24%
6.81%
21.26%
1.23%
6.82%
21.29%
-0.73%
10.17%
30.20%
10.18%
30.19%
0.16%
3.31%
10.74%
34.70%
34.69%
2.51%
6.65%
19.35%
0.15%
6.64%
19.34%
1.38%
15.95%
1.78%
5.46%
19.83%
42.30%
54.21%
1.52%
11.66%
11.11%
32.68%
0.80%
9.85%
8.95%
41.54%
-0.87%
9.66%
7.20%
40.32%
-1.76%
1.51%
8.68%
35.70%
0.73%
1.58%
-7.73%
-1.19%
5.44%
19.78%
42.23%
54.16%
0.88%
8.31%
12.77%
53.99%
6.24%
29.47%
41.39%
-0.70%
2.41%
-4.85%
6.45%
1.73%
11.83%
13.88%
39.30%
-0.28%
10.91%
9.64%
48.89%
-1.80%
5.41%
6.14%
38.84%
-3.19%
6.27%
9.45%
49.57%
0.84%
10.09%
12.53%
52.09%
淨值(2026/05/21)
19.00%
21.02%
86.52%
19.02%
21.03%
10.86%
86.63%
-3.04%
-1.04%
3.75%
8.58%
8.59%
-2.92%
-1.98%
1.57%
8.88%
-2.93%
1.56%
8.90%
-1.97%
-3.65%
-2.65%
4.35%
4.37%
4.36%
-3.03%
-1.20%
11.91%
11.90%
5.01%
13.58%
35.64%
68.63%
3.58%
24.92%
51.42%
4.56%
12.14%
29.38%
63.51%
4.51%
12.08%
29.31%
63.41%
-0.27%
10.53%
17.39%
19.05%
17.38%
19.06%
3.50%
21.10%
33.81%
33.47%
33.83%
4.04%
22.32%
36.61%
40.38%
-3.72%
-6.07%
-12.78%
-2.34%
-6.83%
-15.43%
-2.14%
3.10%
5.69%
5.02%
23.43%
4.47%
4.76%
1.89%
14.70%
3.07%
5.67%
4.42%
18.44%
1.70%
-0.35%
3.37%
18.94%
0.19%
0.24%
6.43%
27.93%
4.23%
6.68%
18.87%
42.49%
6.62%
42.58%
3.64%
5.48%
13.32%
38.19%
3.70%
13.36%
38.17%