{"id":3163,"date":"2024-08-09T10:24:26","date_gmt":"2024-08-09T08:24:26","guid":{"rendered":"https:\/\/www.clartan.com\/ch-de\/?post_type=fund&#038;p=3163"},"modified":"2026-02-27T15:59:37","modified_gmt":"2026-02-27T14:59:37","slug":"clartan-ethos-esg-europe-small-et-mid-cap-association-vallee-de-la-milliere","status":"publish","type":"fund","link":"https:\/\/clartan.com\/ch-de\/fund\/clartan-ethos-esg-europe-small-et-mid-cap-association-vallee-de-la-milliere\/","title":{"rendered":"Clartan Ethos ESG Europe Small et Mid Cap"},"content":{"rendered":"\n<p class=\"mt-0\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Ziele<\/h4>\n\n\n\n<ul class=\"is-style-list-theme-style-2 wp-block-list\">\n<li>Fonds, der f\u00fcr PEA geeignet ist.<\/li>\n\n\n\n<li>Langfristiger Kapitalzuwachs (mindestens 5 Jahre)<\/li>\n\n\n\n<li>Langfristig eine Performance erzielen, die \u00fcber derjenigen der wichtigsten europ\u00e4ischen Indizes f\u00fcr Small und Mid Caps liegt, die auf Euro lauten.<\/li>\n\n\n\n<li>Verantwortungsbewusst und nachhaltig investieren (Positive Impact)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Investmentuniversum<\/h4>\n\n\n\n<ul class=\"is-style-list-theme-style-2 wp-block-list\">\n<li>Europ\u00e4ische Unternehmen mit kleiner und mittlerer Marktkapitalisierung (weniger als 20 Milliarden \u20ac beim Kauf), die ihre ESG-Themen mit \u00dcberzeugung angehen.<\/li>\n\n\n\n<li>Anlage von mindestens 92 % in Aktien aus L\u00e4ndern des Europarats.<\/li>\n\n\n\n<li>Mindestens 75 % in Aktien aus L\u00e4ndern des Europ\u00e4ischen Wirtschaftsraums (PEA) investiert<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Investmentprozess<\/h4>\n\n\n\n<p>Auswahl der Firmen :<\/p>\n\n\n\n<ul class=\"is-style-list-theme-style-2 wp-block-list\">\n<li>durch Ethos nach ihren nicht-finanziellen Kriterien: Unternehmen, die in Bezug auf ESG und positive Auswirkungen als Leader, Strong Performer und Challenger identifiziert wurden.<\/li>\n\n\n\n<li>durch Clartan Associ\u00e9s nach den Kriterien Quality &amp; Value: Unternehmen mit nachhaltigen Wettbewerbsvorteilen mit einem Abschlag auf den langfristigen Wert.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-container-core-group-is-layout-22223934 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\/fr\/wp-content\/uploads\/sites\/4\/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\">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\/fr\/wp-content\/uploads\/sites\/4\/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\">Best-in-Class<\/h3>\n\n\n\n<p class=\"is-style-default\"><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\">81 %<\/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\/fr\/wp-content\/uploads\/sites\/4\/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\">Engagement<\/h3>\n\n\n\n<p><strong>Abstimmung bei Hauptversammlungen<br><\/strong>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","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"template":"","class_list":["post-3163","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 Ethos ESG Europe Small et Mid Cap - Clartan Associ\u00e9s<\/title>\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-ethos-esg-europe-small-et-mid-cap-association-vallee-de-la-milliere\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clartan Ethos ESG Europe Small et Mid Cap\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clartan.com\/ch-de\/fund\/clartan-ethos-esg-europe-small-et-mid-cap-association-vallee-de-la-milliere\/\" \/>\n<meta property=\"og:site_name\" content=\"Clartan Associ\u00e9s CH-DE\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-27T14:59:37+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-ethos-esg-europe-small-et-mid-cap-association-vallee-de-la-milliere\\\/\",\"url\":\"https:\\\/\\\/clartan.com\\\/ch-de\\\/fund\\\/clartan-ethos-esg-europe-small-et-mid-cap-association-vallee-de-la-milliere\\\/\",\"name\":\"Clartan Ethos ESG Europe Small et Mid Cap - Clartan Associ\u00e9s\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.clartan.com\\\/ch-de\\\/#website\"},\"datePublished\":\"2024-08-09T08:24:26+00:00\",\"dateModified\":\"2026-02-27T14:59:37+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/ch-de\\\/fund\\\/clartan-ethos-esg-europe-small-et-mid-cap-association-vallee-de-la-milliere\\\/#breadcrumb\"},\"inLanguage\":\"de\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/clartan.com\\\/ch-de\\\/fund\\\/clartan-ethos-esg-europe-small-et-mid-cap-association-vallee-de-la-milliere\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/clartan.com\\\/ch-de\\\/fund\\\/clartan-ethos-esg-europe-small-et-mid-cap-association-vallee-de-la-milliere\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\\\/\\\/clartan.com\\\/ch-de\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Clartan Ethos ESG Europe Small et Mid Cap\"}]},{\"@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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