{"id":1537,"date":"2022-05-03T15:35:12","date_gmt":"2022-05-03T13:35:12","guid":{"rendered":"http:\/\/staging-clartan.plp.fr\/ch\/?post_type=fund&#038;p=1537"},"modified":"2026-03-12T13:09:57","modified_gmt":"2026-03-12T13:09:57","slug":"clartan-ethos-esg-europe-small-et-mid-cap-c","status":"publish","type":"fund","link":"https:\/\/clartan.com\/en\/fund\/clartan-ethos-esg-europe-small-et-mid-cap-c\/","title":{"rendered":"Clartan Ethos ESG Europe Small &amp; Mid Cap"},"content":{"rendered":"\n<p>The sub-fund is SRI-labelled.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Objectives<\/h2>\n\n\n\n<ul class=\"wp-block-list is-style-list-theme-style-2\">\n<li>Fund eligible for PEA accounts<\/li>\n\n\n\n<li>Generate capital growth over the long term (minimum 5 years)<\/li>\n\n\n\n<li>Generate better long-term performance than the main euro-denominated European indices of small and mid-sized companies<\/li>\n\n\n\n<li>Responsible and sustainable investment (positive impact)<\/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>European small and mid cap companies (less than \u20ac20 billion at time of purchase) that take a proactive approach to managing ESG issues<\/li>\n\n\n\n<li>Minimum 92% investment in equities from Council of Europe countries<\/li>\n\n\n\n<li>Minimum 75% investment in equities from European Economic Area countries (PEA)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Strategy<\/strong><\/h2>\n\n\n\n<p>Stock selection:<\/p>\n\n\n\n<ul class=\"wp-block-list is-style-list-theme-style-2\">\n<li>by Ethos on the basis of their extra-financial criteria; companies identified as a Leader, Strong Performer or Challenger in ESG terms and with a positive impact<\/li>\n\n\n\n<li>by Clartan Associ\u00e9s on Quality &amp; Value criteria; companies with sustainable competitive advantages trading at a discount to their long-term values&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>ESG approach<\/strong><\/h2>\n\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-e0082cf6 wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-65eef5bf 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\">Exclusions<\/h3>\n\n\n\n<p><strong>Sectoral<br><\/strong>Weapons, tobacco, pornography, GMOs, coal, nuclear, gambling, non-conventional fossil fuels<\/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-65eef5bf 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><strong>ESG &amp; carbon criteria<br><\/strong>Best ESG &amp; carbon ratings (scopes 1 to 3 and climate strategy)<\/p>\n\n\n\n<p><strong>Positive impact<br><\/strong>Sustainable energy, low-emission travel, sustainable water management, sustainable construction, natural capital, pollution control, circular economy, health, education and sustainable finance.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-65eef5bf 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>Voting at AGMs<br><\/strong>Systematic use of voting rights at general meetings of shareholders in accordance with Ethos\u2019 guidelines<\/p>\n\n\n\n<p><strong>Dialogue<br><\/strong>Engagement in dialogue with management bodies (transparency, influence on specific ESG themes, etc.)<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>ESG approach<\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-1537","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 &amp; 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