{"id":2428,"date":"2021-09-15T14:00:00","date_gmt":"2021-09-15T12:00:00","guid":{"rendered":"http:\/\/staging-clartan.plp.fr\/ch-fr\/non-classe\/mise-a-jour-clartan-patrimoine\/"},"modified":"2022-10-20T10:43:52","modified_gmt":"2022-10-20T08:43:52","slug":"mise-a-jour-clartan-patrimoine","status":"publish","type":"post","link":"https:\/\/clartan.com\/ch-fr\/actualites\/mise-a-jour-clartan-patrimoine\/","title":{"rendered":"Mise \u00e0 jour Clartan Patrimoine"},"content":{"rendered":"\n<p>A compter du&nbsp;13 septembre 2021, Clartan Patrimoine adopte de nouvelles modalit\u00e9s dans sa strat\u00e9gie et sa politique d\u2019investissement. L\u2019objectif du fonds demeure identique \u00e0 la d\u00e9finition d\u2019origine : rechercher, avec un souci de pr\u00e9servation, une revalorisation du capital investi \u00e0 un horizon sup\u00e9rieur \u00e0 2 ans. Les frais et commissions du compartiment sont inchang\u00e9s.<\/p>\n\n\n\n<p>Les modifications suivantes sont apport\u00e9es \u00e0 la politique d\u2019investissement :<br>\u2212 la part minimum investie en obligations not\u00e9es au minimum BBB- libell\u00e9es en euro (jusqu\u2019alors sup\u00e9rieure \u00e0 70 %) est d\u00e9sormais de 50 %,<br>\u2212 le compartiment peut investir jusqu\u2019\u00e0 50 % de son actif en obligations y compris convertibles, index\u00e9es, en titres assimil\u00e9s aux actions ou obligations et en Titres de Cr\u00e9ances N\u00e9gociables&nbsp;et autres devises,<br>\u2212 le compartiment peut investir jusqu\u2019\u00e0 35 % de son actif net en actions de soci\u00e9t\u00e9s cot\u00e9es (jusqu\u2019alors maximum 30 %) dont 20 % dans des pays hors OCDE y compris Chine.<br>&nbsp;<br>Ces modifications ont pour vocation d\u2019accro\u00eetre la flexibilit\u00e9 du fonds dans un environnement de taux d\u2019int\u00e9r\u00eat \u00e0 bas niveau.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A compter du&nbsp;13 septembre 2021, Clartan Patrimoine adopte de nouvelles modalit\u00e9s dans sa strat\u00e9gie et sa politique d\u2019investissement. L\u2019objectif du fonds demeure identique \u00e0 la d\u00e9finition d\u2019origine : rechercher, avec un souci de pr\u00e9servation, une revalorisation du capital investi \u00e0 un horizon sup\u00e9rieur \u00e0 2 ans. Les frais et commissions du compartiment sont inchang\u00e9s. Les [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[5],"tags":[],"class_list":["post-2428","post","type-post","status-publish","format-standard","hentry","category-actualites"],"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>Mise \u00e0 jour 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\/actualites\/mise-a-jour-clartan-patrimoine\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mise \u00e0 jour Clartan Patrimoine\" \/>\n<meta property=\"og:description\" content=\"A compter du&nbsp;13 septembre 2021, Clartan Patrimoine adopte de nouvelles modalit\u00e9s dans sa strat\u00e9gie et sa politique d\u2019investissement. 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