{"id":797,"date":"2021-09-15T15:12:00","date_gmt":"2021-09-15T13:12:00","guid":{"rendered":"http:\/\/staging-clartan.plp.fr\/fr\/?p=797"},"modified":"2022-10-11T08:48:49","modified_gmt":"2022-10-11T06:48:49","slug":"mise-jour-clartan-patrimoine-0","status":"publish","type":"post","link":"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/","title":{"rendered":"Mise \u00e0 jour Clartan Patrimoine"},"content":{"rendered":"\n

A compter du 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

Les modifications suivantes sont apport\u00e9es \u00e0 la politique d\u2019investissement :
\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 %,
\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 et autres devises,
\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.
 
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":"

A compter du 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 […]<\/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-797","post","type-post","status-publish","format-standard","hentry","category-actualites"],"acf":[],"yoast_head":"\nMise \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\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/\" \/>\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:url\" content=\"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/\" \/>\n<meta property=\"og:site_name\" content=\"Clartan Associ\u00e9s FR\" \/>\n<meta property=\"article:published_time\" content=\"2021-09-15T13:12:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-10-11T06:48:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2026\/02\/clartan-associes.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"do\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/actualites\\\/mise-jour-clartan-patrimoine-0\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/actualites\\\/mise-jour-clartan-patrimoine-0\\\/\"},\"author\":{\"name\":\"do\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#\\\/schema\\\/person\\\/edd2584e8f878387a3307a1a5a91f652\"},\"headline\":\"Mise \u00e0 jour Clartan Patrimoine\",\"datePublished\":\"2021-09-15T13:12:00+00:00\",\"dateModified\":\"2022-10-11T06:48:49+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/actualites\\\/mise-jour-clartan-patrimoine-0\\\/\"},\"wordCount\":183,\"publisher\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#organization\"},\"articleSection\":[\"Actualit\u00e9s\"],\"inLanguage\":\"fr-FR\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/actualites\\\/mise-jour-clartan-patrimoine-0\\\/\",\"url\":\"https:\\\/\\\/clartan.com\\\/fr\\\/actualites\\\/mise-jour-clartan-patrimoine-0\\\/\",\"name\":\"Mise \u00e0 jour Clartan Patrimoine - Clartan Associ\u00e9s\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#website\"},\"datePublished\":\"2021-09-15T13:12:00+00:00\",\"dateModified\":\"2022-10-11T06:48:49+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/actualites\\\/mise-jour-clartan-patrimoine-0\\\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/clartan.com\\\/fr\\\/actualites\\\/mise-jour-clartan-patrimoine-0\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/actualites\\\/mise-jour-clartan-patrimoine-0\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\\\/\\\/clartan.com\\\/fr\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Mise \u00e0 jour Clartan Patrimoine\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#website\",\"url\":\"https:\\\/\\\/clartan.com\\\/fr\\\/\",\"name\":\"Clartan Associ\u00e9s FR\",\"description\":\"Maison de Gestion ind\u00e9pendante\",\"publisher\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#organization\"},\"alternateName\":\"Clartan\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/clartan.com\\\/fr\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#organization\",\"name\":\"Clartan Associ\u00e9s\",\"alternateName\":\"Clartan\",\"url\":\"https:\\\/\\\/clartan.com\\\/fr\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/clartan.com\\\/fr\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/Favicon-2.png\",\"contentUrl\":\"https:\\\/\\\/clartan.com\\\/fr\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/Favicon-2.png\",\"width\":1024,\"height\":1024,\"caption\":\"Clartan Associ\u00e9s\"},\"image\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.linkedin.com\\\/company\\\/clartan-associes\\\/\",\"https:\\\/\\\/www.youtube.com\\\/@clartanassocies3040\"],\"description\":\"Maison de gestion ind\u00e9pendante depuis 1986,\\u2028Clartan Associ\u00e9s met en \u0153uvre une gestion solide et \u00e9prouv\u00e9e, fond\u00e9e sur la coll\u00e9gialit\u00e9.\",\"email\":\"contact@clartan.com\",\"telephone\":\"+33 1 53 77 60 80\",\"legalName\":\"Clartan Associ\u00e9s\",\"foundingDate\":\"1986-12-01\",\"vatID\":\"FR18339485161\",\"taxID\":\"33948516100097\",\"leiCode\":\"969500AFMNSMC5R97K50\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#\\\/schema\\\/person\\\/edd2584e8f878387a3307a1a5a91f652\",\"name\":\"do\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/9599b8ea11a34dbe3d1388029e2f1c6758f746b17ade3ccdb6cb201b8ea25da7?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/9599b8ea11a34dbe3d1388029e2f1c6758f746b17ade3ccdb6cb201b8ea25da7?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/9599b8ea11a34dbe3d1388029e2f1c6758f746b17ade3ccdb6cb201b8ea25da7?s=96&d=mm&r=g\",\"caption\":\"do\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Mise \u00e0 jour Clartan Patrimoine - Clartan Associ\u00e9s","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/","og_locale":"fr_FR","og_type":"article","og_title":"Mise \u00e0 jour Clartan Patrimoine","og_url":"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/","og_site_name":"Clartan Associ\u00e9s FR","article_published_time":"2021-09-15T13:12:00+00:00","article_modified_time":"2022-10-11T06:48:49+00:00","og_image":[{"width":1200,"height":675,"url":"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2026\/02\/clartan-associes.jpg","type":"image\/jpeg"}],"author":"do","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/#article","isPartOf":{"@id":"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/"},"author":{"name":"do","@id":"https:\/\/clartan.com\/fr\/#\/schema\/person\/edd2584e8f878387a3307a1a5a91f652"},"headline":"Mise \u00e0 jour Clartan Patrimoine","datePublished":"2021-09-15T13:12:00+00:00","dateModified":"2022-10-11T06:48:49+00:00","mainEntityOfPage":{"@id":"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/"},"wordCount":183,"publisher":{"@id":"https:\/\/clartan.com\/fr\/#organization"},"articleSection":["Actualit\u00e9s"],"inLanguage":"fr-FR"},{"@type":"WebPage","@id":"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/","url":"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/","name":"Mise \u00e0 jour Clartan Patrimoine - Clartan Associ\u00e9s","isPartOf":{"@id":"https:\/\/clartan.com\/fr\/#website"},"datePublished":"2021-09-15T13:12:00+00:00","dateModified":"2022-10-11T06:48:49+00:00","breadcrumb":{"@id":"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/clartan.com\/fr\/actualites\/mise-jour-clartan-patrimoine-0\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Accueil","item":"https:\/\/clartan.com\/fr\/"},{"@type":"ListItem","position":2,"name":"Mise \u00e0 jour Clartan Patrimoine"}]},{"@type":"WebSite","@id":"https:\/\/clartan.com\/fr\/#website","url":"https:\/\/clartan.com\/fr\/","name":"Clartan Associ\u00e9s FR","description":"Maison de Gestion ind\u00e9pendante","publisher":{"@id":"https:\/\/clartan.com\/fr\/#organization"},"alternateName":"Clartan","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/clartan.com\/fr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/clartan.com\/fr\/#organization","name":"Clartan Associ\u00e9s","alternateName":"Clartan","url":"https:\/\/clartan.com\/fr\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/clartan.com\/fr\/#\/schema\/logo\/image\/","url":"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/12\/Favicon-2.png","contentUrl":"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/12\/Favicon-2.png","width":1024,"height":1024,"caption":"Clartan Associ\u00e9s"},"image":{"@id":"https:\/\/clartan.com\/fr\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/clartan-associes\/","https:\/\/www.youtube.com\/@clartanassocies3040"],"description":"Maison de gestion ind\u00e9pendante depuis 1986,\u2028Clartan Associ\u00e9s met en \u0153uvre une gestion solide et \u00e9prouv\u00e9e, fond\u00e9e sur la coll\u00e9gialit\u00e9.","email":"contact@clartan.com","telephone":"+33 1 53 77 60 80","legalName":"Clartan Associ\u00e9s","foundingDate":"1986-12-01","vatID":"FR18339485161","taxID":"33948516100097","leiCode":"969500AFMNSMC5R97K50"},{"@type":"Person","@id":"https:\/\/clartan.com\/fr\/#\/schema\/person\/edd2584e8f878387a3307a1a5a91f652","name":"do","image":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/secure.gravatar.com\/avatar\/9599b8ea11a34dbe3d1388029e2f1c6758f746b17ade3ccdb6cb201b8ea25da7?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/9599b8ea11a34dbe3d1388029e2f1c6758f746b17ade3ccdb6cb201b8ea25da7?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/9599b8ea11a34dbe3d1388029e2f1c6758f746b17ade3ccdb6cb201b8ea25da7?s=96&d=mm&r=g","caption":"do"}}]}},"_links":{"self":[{"href":"https:\/\/clartan.com\/fr\/wp-json\/wp\/v2\/posts\/797","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clartan.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clartan.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clartan.com\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/clartan.com\/fr\/wp-json\/wp\/v2\/comments?post=797"}],"version-history":[{"count":0,"href":"https:\/\/clartan.com\/fr\/wp-json\/wp\/v2\/posts\/797\/revisions"}],"wp:attachment":[{"href":"https:\/\/clartan.com\/fr\/wp-json\/wp\/v2\/media?parent=797"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clartan.com\/fr\/wp-json\/wp\/v2\/categories?post=797"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clartan.com\/fr\/wp-json\/wp\/v2\/tags?post=797"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}