Clartan Associés’ ESG policy applies to the Clartan Patrimoine, Clartan Evolution, Clartan Valeurs and Clartan Europe compartments. Issuers held in these portfolios have been subject to non-financial analysis by Ethos Services SA giving ratings of A+, A-, B+, B- and C. These ratings are then aggregated and assessed by Clartan Associés.
Clartan Patrimoine
At 08 31 2021:
Share of corporate issuers receiving the highest ratings (A+, A- and B+) = 98%
Ethos Services SA’s ratings cover 99% of the invested portfolio (excluding cash and sovereign bonds).
Clartan Evolution
At 08 31 2021:
Share of corporate issuers receiving the highest ratings (A+, A- and B+) = 94%
Ethos Services SA’s ratings cover 97% of the invested portfolio (excluding cash and sovereign bonds).
Clartan Valeurs
At 08 31 2021:
Share of corporate issuers receiving the highest ratings (A+, A- and B+) = 95%
Ethos Services SA’s ratings cover 96% of the equity portfolio.
Clartan Europe
At 08 31 2021:
Share of corporate issuers receiving the highest ratings (A+, A- and B+) = 92%
Ethos Services SA’s ratings cover 95% of the equity portfolio.
Clartan Ethos ESG Europe Small & Mid Cap
Results are published in the fund’s reports: click here