The Clartan SICAV

The Luxembourg SICAV Clartan is comprised of six sub-funds. Each strategy corresponds to a specific volatility and return profile.

  • Clartan Patrimoine: created in 1991, this diversified bond fund is intended for investors favouring investments that have low levels of exposure to equity market fluctuations. Its aim seeks to generate positive returns over a two-year + timeframe.
  • Clartan Evolution: launched in 2012, aims to optimise, over a period of at least five years, the risk-return profile relative to global stock markets. Since September 2019, the fund invests between 20% and 70% of its net assets in shares of listed companies, and the balance mainly in investment-grade bonds.
  • Clartan Valeurs: created in 1991, its aim is to generate positive absolute performance over the long term (minimum of 5 years), by capturing company earnings growth or benefiting from a market rerating of securities.
  • Clartan Europe (PEA eligible): created in 2003, this fund is exclusively invested in European stocks with the aim of producing, over the long term, an average annual performance that is greater than that of its benchmark index.
  • Clartan Ethos ESG Europe Small & Mid Cap: the fund, created in 2020, only invests in European small and mid-sized listed companies, and aims to grow capital over the long term and on average outperform the main relevant indices

 

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Delegated management

A service offering bespoke management of the funds invested by your clients, delegated management is carried out mainly through a selection of funds (multi-manager).