{"id":2507,"date":"2021-09-15T14:16:00","date_gmt":"2021-09-15T13:16:00","guid":{"rendered":"http:\/\/staging-clartan.plp.fr\/en\/?p=2507"},"modified":"2022-09-23T16:17:44","modified_gmt":"2022-09-23T15:17:44","slug":"clartan-patrimoine-update","status":"publish","type":"post","link":"https:\/\/clartan.com\/en\/news\/clartan-patrimoine-update\/","title":{"rendered":"Clartan Patrimoine update"},"content":{"rendered":"\n<p class=\"has-large-font-size\">Clartan Patrimoine is adjusting its investment strategy and policy from 13th September 2021. The aim of the fund remains the same since inception: to preserve and grow invested capital over a horizon of more than two years. The subfund\u2019s fees and commissions remain unchanged.<\/p>\n\n\n\n<p class=\"has-large-font-size\">The following changes are being made to the investment policy:<br>\u2013 the minimum percentage invested in euro-denominated bonds with a rating of at least BBB- (previously 70%) is now 50%,<br>\u2013 the subfund can invest up to 50% of its assets in other bonds, including convertible bonds, index-linked bonds, hybrid securities with characteristics of both bonds and equities, negotiable debt instruments (French TCNs) and bonds in other currencies,<br>\u2013 the subfund can invest up to 35% of its net assets in listed companies (previously up to 30%), of which up to 20% from non-OECD countries including China.<br>&nbsp;<br>These changes aim to make the fund more flexible in a low interest-rate environment.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Clartan Patrimoine is adjusting its investment strategy and policy from 13th September 2021. The aim of the fund remains the same since inception: to preserve and grow invested capital over a horizon of more than two years. The subfund\u2019s fees and commissions remain unchanged. The following changes are being made to the investment policy:\u2013 the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[5],"tags":[],"class_list":["post-2507","post","type-post","status-publish","format-standard","hentry","category-news"],"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 update - 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\/en\/news\/clartan-patrimoine-update\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clartan Patrimoine update\" \/>\n<meta property=\"og:description\" content=\"Clartan Patrimoine is adjusting its investment strategy and policy from 13th September 2021. The aim of the fund remains the same since inception: to preserve and grow invested capital over a horizon of more than two years. The subfund\u2019s fees and commissions remain unchanged. 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