{"id":1529,"date":"2022-05-03T14:29:05","date_gmt":"2022-05-03T12:29:05","guid":{"rendered":"http:\/\/staging-clartan.plp.fr\/ch\/?post_type=fund&#038;p=1529"},"modified":"2026-03-12T13:54:10","modified_gmt":"2026-03-12T13:54:10","slug":"clartan-flexible-d","status":"publish","type":"fund","link":"https:\/\/clartan.com\/ch-en\/fund\/clartan-flexible-d\/","title":{"rendered":"Clartan Flexible"},"content":{"rendered":"\n<p>The sub-fund is SRI-labelled.<\/p>\n\n\n\n<h2 class=\"wp-block-heading mt-0\">Objective<\/h2>\n\n\n\n<ul class=\"wp-block-list is-style-list-theme-style-2\">\n<li>To optimise the risk-return profile relative to global financial markets over a period of more than five years.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Investment universe<\/h2>\n\n\n\n<ul class=\"wp-block-list is-style-list-theme-style-2\">\n<li>Equities: a focus on high-quality companies with strong and sustainable profitability<\/li>\n\n\n\n<li>Bonds: high-quality issuers with good liquidity<\/li>\n\n\n\n<li>Other: money market funds and cash<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Strategy<\/h2>\n\n\n\n<ul class=\"wp-block-list is-style-list-theme-style-2\">\n<li>Invest between 25% and 70% of assets in shares in listed companies<\/li>\n\n\n\n<li>Invest between 0% and 75% of assets in bonds with a minimum rating of BBB-, a maximum of 10% in bonds with a rating below BBB-, a maximum of 10% in unrated bonds and a maximum of 10% in UCITS<\/li>\n\n\n\n<li>Variable equity exposure of between 0% and 70% after any use of hedging derivatives<\/li>\n<\/ul>\n\n\n\n<div style=\"height:16px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\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\">D\u00e9marche ESG<\/h4>\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-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-exclusions\">Exclusions<\/h3>\n\n\n\n<p><strong>Sectoral<\/strong><br>Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling, thermal coal.<\/p>\n\n\n\n<p><strong>Behavioural<br><\/strong>Major controversies relating to the environment, society, governance, business ethics or products.<\/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\" id=\"h-best-in-class\">Best-in-Class<\/h3>\n\n\n\n<p><strong>ESG requirement<\/strong><br>&gt;50% of net assets in equities and\u00a0bond with the best\u00a0ratings (A+, A-, B+).<br><strong><mark class=\"has-inline-color has-primary-color\">79%<\/mark><\/strong> at 27<sup>th<\/sup> February 2026<\/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\" id=\"h-engagement\">Engagement<\/h3>\n\n\n\n<p><strong>Voting at AGMs<br><\/strong>Voting at least 50% of shares held.<\/p>\n\n\n\n<p><strong>Dialogue<br><\/strong>Engagement in dialogue with management bodies on ESG issues.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>D\u00e9marche ESG<\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-1529","fund","type-fund","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.2 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Clartan Flexible - 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-en\/fund\/clartan-flexible-d\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clartan Flexible\" \/>\n<meta property=\"og:description\" content=\"D\u00e9marche ESG\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clartan.com\/ch-en\/fund\/clartan-flexible-d\/\" \/>\n<meta property=\"og:site_name\" content=\"Clartan Associ\u00e9s CH-EN\" \/>\n<meta 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