{"id":1315,"date":"2022-04-19T18:12:52","date_gmt":"2022-04-19T16:12:52","guid":{"rendered":"http:\/\/staging-clartan.plp.fr\/ch-de\/?post_type=fund&#038;p=1315"},"modified":"2026-03-24T16:52:34","modified_gmt":"2026-03-24T15:52:34","slug":"clartan-patrimoine-c","status":"publish","type":"fund","link":"https:\/\/clartan.com\/ch-de\/fund\/clartan-patrimoine-c\/","title":{"rendered":"Clartan Patrimoine"},"content":{"rendered":"\n<h4 class=\"mt-0 wp-block-heading\">Ziele<\/h4>\n\n\n\n<ul class=\"is-style-list-theme-style-2 wp-block-list\"><li>Clartan Patrimoine wurde 1991 aufgelegt und ist ein diversifizierter Fonds mit Schwerpunkt auf Anleihen.<\/li><li>Er strebt den Erhalt und die Wertsteigerung von Vorsorgeersparnissen mit einer Laufzeit von mehr als zwei Jahren an<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Investment Universum<\/h4>\n\n\n\n<ul class=\"is-style-list-theme-style-2 wp-block-list\"><li>50 % mind. Investment Grade-Anleihen (mindestens BBB-), die auf Euro lauten.<\/li><li>50 % max. : andere Anleihen (einschlie\u00dflich indexgebundene Anleihen, Wandelanleihen, TCN, andere W\u00e4hrungen).<\/li><li>35 % max. : Aktien von b\u00f6rsennotierten Unternehmen (davon 20 % aus Nicht-OECD-L\u00e4ndern einschlie\u00dflich China)<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Investment Prozess<\/h4>\n\n\n\n<ul class=\"is-style-list-theme-style-2 wp-block-list\"><li>Wertpapiere, die die &#8222;Quality &amp; Value&#8220;-Kriterien von Clartan Associ\u00e9s erf\u00fcllen.<\/li><li>Anleihen, die nach der Qualit\u00e4t der Kontrahenten und dem Liquidit\u00e4tsgrad ausgew\u00e4hlt werden.<\/li><li>Gesuchte Aktien: Unternehmen, die eine regelm\u00e4\u00dfige und nachhaltige Rentabilit\u00e4t bieten.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-group has-white-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;padding-top:16px;padding-right:16px;padding-bottom:16px;padding-left:16px\">\n<h4 class=\"wp-block-heading\">Nachhaltigkeit \/ ESG<\/h4>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-container-core-group-is-layout-369f67fb wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:32px\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"44\" height=\"44\" src=\"https:\/\/clartan.com\/de\/wp-content\/uploads\/sites\/2\/2022\/03\/icon-exclusion.svg\" alt=\"\" class=\"wp-image-398\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-container-core-column-is-layout-e3d1c41b wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading\" id=\"h-ausschlusse\">Ausschl\u00fcsse<\/h3>\n\n\n\n<p><strong>Sektorbezogen<\/strong><br>Unkonventionelle Waffen, Tabak, nicht-therapeutisches Cannabis, Pornografie, Gl\u00fccksspiel, thermische Kohle.<\/p>\n\n\n\n<p><strong>Verhaltensbezogen<br><\/strong>Gro\u00dfe Kontroversen in den Bereichen Umwelt, Soziales, Unternehmensf\u00fchrung, Gesch\u00e4fts- und Produktethik<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:32px\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"44\" height=\"44\" src=\"https:\/\/clartan.com\/de\/wp-content\/uploads\/sites\/2\/2022\/03\/icon-best.svg\" alt=\"\" class=\"wp-image-399\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-container-core-column-is-layout-e3d1c41b wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading\" id=\"h-best-in-class\">Best-in-Class<\/h3>\n\n\n\n<p><strong>ESG-Anforderung<\/strong><br>&gt;50&nbsp;% des Nettoverm\u00f6gens in Aktien und Anleihen mit den besten Ratings (A+, A-, B+).<br><strong><mark class=\"has-inline-color has-primary-color\">80 %<\/mark><\/strong> per 31. Dezember 2025<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:32px\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"44\" height=\"44\" src=\"https:\/\/clartan.com\/de\/wp-content\/uploads\/sites\/2\/2022\/03\/icon-engaement.svg\" alt=\"\" class=\"wp-image-400\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-container-core-column-is-layout-e3d1c41b wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading\" id=\"h-engagement\">Engagement<\/h3>\n\n\n\n<p><strong>Abstimmung bei Hauptversammlungen<\/strong><br>Clartan Associ\u00e9s verpflichtet sich, bei mehr als der H\u00e4lfte der Hauptversammlungen der im Portfolio gehaltenen Unternehmen abzustimmen.<\/p>\n\n\n\n<p><strong>Dialog<br><\/strong>Clartan Associ\u00e9s verpflichtet sich, einen Dialog \u00fcber ESG-Themen mit den F\u00fchrungsgremien der im Portfolio gehaltenen Unternehmen zu f\u00fchren.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<p>Der Teilfonds hat kein SRI-Label<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Nachhaltigkeit \/ ESG<\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-1315","fund","type-fund","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.2 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Clartan Patrimoine - Clartan Associ\u00e9s<\/title>\n<meta name=\"description\" content=\"Nachhaltigkeit \/ ESG\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clartan.com\/ch-de\/fund\/clartan-patrimoine-c\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clartan Patrimoine\" \/>\n<meta property=\"og:description\" content=\"Nachhaltigkeit \/ ESG\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clartan.com\/ch-de\/fund\/clartan-patrimoine-c\/\" \/>\n<meta property=\"og:site_name\" content=\"Clartan Associ\u00e9s CH-DE\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-24T15:52:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/clartan.com\/ch-de\/wp-content\/uploads\/sites\/5\/2026\/03\/clartan-associes.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/clartan.com\\\/ch-de\\\/fund\\\/clartan-patrimoine-c\\\/\",\"url\":\"https:\\\/\\\/clartan.com\\\/ch-de\\\/fund\\\/clartan-patrimoine-c\\\/\",\"name\":\"Clartan Patrimoine - Clartan Associ\u00e9s\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.clartan.com\\\/ch-de\\\/#website\"},\"datePublished\":\"2022-04-19T16:12:52+00:00\",\"dateModified\":\"2026-03-24T15:52:34+00:00\",\"description\":\"Nachhaltigkeit \\\/ ESG\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/ch-de\\\/fund\\\/clartan-patrimoine-c\\\/#breadcrumb\"},\"inLanguage\":\"de\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/clartan.com\\\/ch-de\\\/fund\\\/clartan-patrimoine-c\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/clartan.com\\\/ch-de\\\/fund\\\/clartan-patrimoine-c\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\\\/\\\/clartan.com\\\/ch-de\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Clartan Patrimoine\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.clartan.com\\\/ch-de\\\/#website\",\"url\":\"https:\\\/\\\/www.clartan.com\\\/ch-de\\\/\",\"name\":\"Clartan Associ\u00e9s CH-DE\",\"description\":\"Quality &amp; 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