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 11 30 2021:
Share of corporate issuers receiving the highest ratings (A+, A- and B+) = 95%
Clartan Evolution
At 11 30 2021:
Share of corporate issuers receiving the highest ratings (A+, A- and B+) = 88%
Clartan Valeurs
At 11 30 2021:
Share of corporate issuers receiving the highest ratings (A+, A- and B+) = 85%
Clartan Europe
At 11 30 2021:
Share of corporate issuers receiving the highest ratings (A+, A- and B+) = 79%
Clartan Ethos ESG Europe Small & Mid Cap
Results are published in the fund’s reports: click here