{"id":1527,"date":"2022-05-03T14:21:01","date_gmt":"2022-05-03T12:21:01","guid":{"rendered":"http:\/\/staging-clartan.plp.fr\/ch\/?post_type=fund&#038;p=1527"},"modified":"2026-03-12T13:03:17","modified_gmt":"2026-03-12T13:03:17","slug":"clartan-patrimoine-i","status":"publish","type":"fund","link":"https:\/\/clartan.com\/en\/fund\/clartan-patrimoine-i\/","title":{"rendered":"Clartan Patrimoine"},"content":{"rendered":"\n<p>The sub-fund is not SRI-labelled.<\/p>\n\n\n\n<h2 class=\"wp-block-heading mt-0\">Objectives<\/h2>\n\n\n\n<ul class=\"wp-block-list is-style-list-theme-style-2\">\n<li>Created in 1991, Clartan Patrimoine is a diversified fund with a dominant bond allocation<\/li>\n\n\n\n<li>It seeks to protect and grow precautionary savings over a period of more than two 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>50% minimum: Investment grade, euro-denominated bonds (at least BBB-)<\/li>\n\n\n\n<li>50% maximum: other bonds (including index-linked, convertible, negotiable debt securities, other currencies)<\/li>\n\n\n\n<li>35% maximum: listed company shares (including 20% in non-OECD countries, including China)<\/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>Securities meeting Clartan Associ\u00e9s\u2019 Quality &amp; Value criteria<\/li>\n\n\n\n<li>Bonds chosen according to issuer quality and level of liquidity<\/li>\n\n\n\n<li>Equities considered: companies offering regular and sustainable returns<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">D\u00e9marche ESG<\/h2>\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\/en\/wp-content\/uploads\/sites\/10\/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\/en\/wp-content\/uploads\/sites\/10\/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\">80%<\/mark><\/strong> at 28<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\/en\/wp-content\/uploads\/sites\/10\/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","protected":false},"excerpt":{"rendered":"<p>D\u00e9marche ESG<\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-1527","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) - 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