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(2026/04/21)
3個月
8.49%
6個月
12.87%
一年
52.73%
三年
73.38%
8.01%
15.82%
48.14%
78.33%
2.71%
3.66%
25.97%
43.03%
淨值(2026/04/22)
0.79%
0.35%
13.15%
N/A
0.75%
0.48%
13.95%
25.74%
0.72%
0.46%
13.86%
25.51%
0.11%
-0.73%
11.08%
18.50%
-7.83%
-5.05%
2.70%
-8.31%
-7.43%
-3.96%
4.93%
-1.78%
2.08%
10.22%
34.62%
65.70%
2.10%
10.24%
34.60%
65.68%
1.51%
5.29%
33.93%
50.32%
1.44%
33.85%
50.33%
2.51%
7.40%
38.79%
61.15%
2.50%
7.41%
38.77%
38.66%
-0.77%
1.92%
19.20%
24.90%
-3.27%
-2.79%
15.63%
24.43%
2.25%
2.19%
30.85%
30.89%
10.05%
18.18%
66.78%
29.67%
6.19%
12.93%
30.09%
47.54%
30.05%
47.56%
6.20%
12.70%
29.91%
6.21%
29.95%
47.49%
6.71%
11.36%
34.09%
49.79%
6.70%
11.35%
49.72%
6.69%
11.34%
34.07%
49.77%
5.98%
9.96%
30.34%
38.65%
5.99%
9.93%
30.29%
9.92%
30.15%
38.64%
5.93%
9.81%
29.94%
38.30%
0.70%
11.25%
36.23%
53.97%
1.57%
13.19%
41.10%
74.81%
0.25%
3.96%
12.90%
29.77%
29.78%
0.21%
1.41%
14.93%
26.97%
0.20%
1.39%
14.94%
26.99%
1.40%
14.92%
26.96%
-0.08%
12.83%
21.50%
0.71%
12.86%
21.53%
2.39%
16.55%
29.97%
2.38%
16.58%
29.98%
1.09%
2.48%
16.30%
35.46%
16.31%
-0.25%
0.51%
-0.36%
17.42%
-0.26%
-0.38%
0.18%
-2.04%
2.78%
14.41%
14.42%
5.55%
11.92%
45.84%
44.56%
1.99%
4.78%
19.86%
29.51%
1.73%
4.67%
16.72%
41.03%
3.56%
6.16%
16.90%
39.83%
-3.43%
-3.82%
26.68%
35.78%
-1.37%
-3.95%
1.19%
-1.66%
5.56%
11.95%
45.89%
44.51%
3.50%
6.56%
22.70%
53.80%
7.81%
11.62%
43.28%
41.56%
-0.95%
-2.73%
5.33%
2.40%
5.63%
22.26%
35.77%
4.25%
7.47%
19.56%
48.35%
2.30%
18.27%
42.06%
2.17%
4.52%
20.75%
51.71%
2.04%
5.85%
19.61%
51.15%
3.08%
14.29%
71.74%
2.27%
3.01%
14.26%
71.72%
-0.99%
0.07%
0.93%
8.48%
-0.83%
-1.63%
3.79%
8.89%
3.81%
8.91%
3.80%
8.90%
-1.14%
-2.17%
1.88%
4.74%
-2.18%
1.90%
4.76%
-0.48%
-0.72%
5.07%
12.07%
5.09%
12.06%
4.80%
8.84%
46.92%
70.70%
4.14%
3.88%
45.76%
54.30%
6.11%
51.44%
66.05%
4.40%
5.68%
29.53%
17.84%
4.44%
5.72%
29.55%
17.81%
4.62%
16.11%
48.93%
34.93%
16.13%
48.90%
34.95%
5.18%
17.33%
51.92%
41.85%
-5.43%
-9.46%
-2.38%
8.31%
-5.84%
-10.60%
-5.72%
1.11%
-1.29%
-3.40%
17.09%
21.07%
-0.93%
-4.20%
14.27%
13.67%
-1.27%
-3.63%
16.26%
16.03%
0.30%
12.95%
22.91%
0.85%
0.31%
16.81%
32.07%
19.10%
38.45%
2.36%
19.12%
38.38%
-0.23%
22.83%
34.66%
1.93%
-0.21%
22.84%
34.67%