{"id":1315,"date":"2022-04-19T18:12:52","date_gmt":"2022-04-19T16:12:52","guid":{"rendered":"http:\/\/staging-clartan.plp.fr\/ch\/?post_type=fund&#038;p=1315"},"modified":"2026-03-24T16:52:13","modified_gmt":"2026-03-24T15:52:13","slug":"clartan-patrimoine-c","status":"publish","type":"fund","link":"https:\/\/clartan.com\/ch-fr\/fund\/clartan-patrimoine-c\/","title":{"rendered":"Clartan Patrimoine"},"content":{"rendered":"\n<p>Le compartiment n&rsquo;est pas labellis\u00e9 ISR.<\/p>\n\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"custom-css-block\"><style>#aab_accordion_d8998d63_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn\" style=\"margin-top:0px;margin-bottom:15px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_d8998d63_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:;border-top:none;border-right:none;border-bottom:none;border-left:none;padding:12px 0px 12px 0px\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h2 class=\"aab__accordion_title\" style=\"margin:0;color:\">Objectifs<\/h2><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px solid transparent\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;border-top:0px none undefined;border-right:none;border-bottom:none;border-left:none;padding:12px 0px 12px 0px\"><div class=\"aab__accordion_component\">\n<ul class=\"wp-block-list is-style-list-theme-style-2  mt-0\">\n<li>Cr\u00e9\u00e9 en 1991, Clartan Patrimoine est un fonds diversifi\u00e9 \u00e0 dominante obligataire<\/li>\n\n\n\n<li>Recherche la pr\u00e9servation et la revalorisation d\u2019une \u00e9pargne de pr\u00e9caution \u00e0 plus de deux ans<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\"\/>\n\n\n\n<div class=\"custom-css-block\"><style>#aab_accordion_d8998d63_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn\" style=\"margin-top:0px;margin-bottom:15px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_d8998d63_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:;border-top:none;border-right:none;border-bottom:none;border-left:none;padding:12px 0px 12px 0px\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h2 class=\"aab__accordion_title\" style=\"margin:0;color:\">Univers d\u2019investissement<\/h2><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px solid transparent\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;border-top:0px none undefined;border-right:none;border-bottom:none;border-left:none;padding:12px 0px 12px 0px\"><div class=\"aab__accordion_component\">\n<ul class=\"wp-block-list is-style-list-theme-style-2  mt-0\">\n<li>50 % min. : obligations Investment Grade (au moins BBB-) libell\u00e9es en euro<\/li>\n\n\n\n<li>50 % max. : autres obligations (y compris index\u00e9es, convertibles, TCN, autres devises)<\/li>\n\n\n\n<li>35 % max. : actions de soci\u00e9t\u00e9s cot\u00e9es (dont 20 % pays hors OCDE y compris Chine)<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\"\/>\n\n\n\n<div class=\"custom-css-block\"><style>#aab_accordion_d8998d63_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn\" style=\"margin-top:0px;margin-bottom:15px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_d8998d63_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:;border-top:none;border-right:none;border-bottom:none;border-left:none;padding:12px 0px 12px 0px\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h2 class=\"aab__accordion_title\" style=\"margin:0;color:\">Strat\u00e9gie<\/h2><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px solid transparent\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;border-top:0px none undefined;border-right:none;border-bottom:none;border-left:none;padding:12px 0px 12px 0px\"><div class=\"aab__accordion_component\">\n<ul class=\"wp-block-list is-style-list-theme-style-2  mt-0\">\n<li>Titres r\u00e9pondant aux crit\u00e8res \u00ab Quality &amp; Value \u00bb de Clartan Associ\u00e9s<\/li>\n\n\n\n<li>Obligations s\u00e9lectionn\u00e9es selon la qualit\u00e9 des contreparties et le niveau de liquidit\u00e9<\/li>\n\n\n\n<li>Actions recherch\u00e9es : soci\u00e9t\u00e9s offrant une rentabilit\u00e9 r\u00e9guli\u00e8re et p\u00e9renne<\/li>\n<\/ul>\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\">\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2022\/09\/NM_CPA.mp4\"><\/video><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n<\/div>\n<\/div><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\"\/>\n<\/div>\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-c5150b4a wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-c5150b4a 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 wp-duotone-blanc-et-sable-fonce\"><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>Sectorielles<\/strong><br>Armement non conventionnel, tabac, cannabis non th\u00e9rapeutique, pornographie, jeux de hasard, charbon thermique.<\/p>\n\n\n\n<p><strong>Comportementales<br><\/strong>Controverses majeures environnementales, sociales, de gouvernance, d&rsquo;\u00e9thiques des affaires et produits.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-c5150b4a 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 wp-duotone-blanc-et-sable-fonce\"><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 class=\"is-style-default\"><strong>Exigence ESG<\/strong><br>&gt;50 % de l\u2019actif net en actions et obligations avec les meilleurs ratings (A+, A-, B+).<br><strong><mark class=\"has-inline-color has-primary-color\">80%<\/mark><\/strong> au 31 d\u00e9cembre 2025<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-c5150b4a 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 wp-duotone-blanc-et-sable-fonce\"><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>Vote aux AG<br><\/strong>Voter au minimum sur 50% des encours actions.<\/p>\n\n\n\n<p><strong>Dialogue<br><\/strong>Engagement du dialogue avec les instances dirigeantes sur les enjeux ESG.<\/p>\n<\/div>\n<\/div>\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-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=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clartan.com\/ch-fr\/fund\/clartan-patrimoine-c\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta 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