Clartan Europe C
NAV at 19/05/2022
288.76 €
YTD
-7.7 %
Performance since inception (cagr)
+5.7 %
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European equity fund (eligible for PEA accounts)
Objectives
- generate better performance than the main European indices over a period of more than 5 years
Investment universe
- companies registered in a member state of the European union or the European Economic Area (at least 75% of the fund), with a maximum of 25% invested in companies registered and listed in other Council of Europe member states
Process
- selecting stocks with strong potential to outperform the market over the medium term
Evolution of funds
Past perfomance is no indication or guarantee of future performance.
Fund Management Team

Characteristics
Number of units | 231 091 |
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Sub-fund net assets | 69 610 279 € |
ISIN Code | LU1100076808 |
Dividend policy | Accumulation |
2021 Expense Ratio | 2.09%, of which 1.8% management fee |
Entry fee | 3 % (maximum - Not earned by Clartan Associés) |
Exit fee | Nil |
Performance fee | Nil |
Custodian | Banque de Luxembourg |
Valuation | Daily |
Administrator | EFA |
Advisable holding period | Over 5 years |
UCITS creation date | 21/05/2003 |
Legal notices
The information presented above does not represent either an offer for sale or investment advice. For full information on strategy, fees, all risks and the recommended investment period, please refer to the prospectus, KIID and other regulatory information available on our website www.clartan.com or free of charge on demand from the company’s head office.
Annual performance |
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Clartan Europe C |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
13.6% | -12.0% | 26.0% | -22.6% | 8.7% | 4.5% | 5.7% | 3.6% | 23.8% | 26.4% | -22.0% | 13.5% | 40.5% | -34.2% | 2.4% | 19.2% | 23.2% | 15.4% | 16.1% |
Clartan Europe C | |
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Since the beginning of the year | -7.7 % |
On 1 rolling year | -4.7 % |
On 3 rolling years | 2.6 % |
On 5 rolling years | -10.6 % |
On 10 rolling years | 71.2 % |
Since the beginning (cumulated) | 188.8 % |
Since the beginning (annualised) | 5.7 % |
Legal notices
The information presented above does not represent either an offer for sale or investment advice. For full information on strategy, fees, all risks and the recommended investment period, please refer to the prospectus, KIID and other regulatory information available on our website www.clartan.com or free of charge on demand from the company’s head office.