Clartan Ethos ESG Europe Small & Mid Cap C header image

Clartan Ethos ESG Europe Small & Mid Cap C

Fund

ISIN LU2225829204 / Valor null

NAV (2025-02-13)
EUR 118.50+1.88%

Clartan Ethos ESG Europe Small & Mid Cap C
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General Objective

The CLARTAN - ETHOS ESG EUROPE SMALL & MID CAP sub-fund aims to achieve a performance that is simultaneously positive in absolute value and greater than that of the main European indices of small and mid-caps denominated in euro over a period of more than five years. This is done by applying Ethos' eight Socially Responsible Investment principles.

Fund Exposure

The sub-fund prefers companies that manage their environmental, social, and governance issues with conviction and have a positive impact on the environment and society. It focuses on companies selected through an ESG analysis, assessment of their strategy in the face of climate change, and the positive contribution of their products and services to solving environmental and social challenges. The sub-fund is invested in shares of listed companies with a capitalization of less than 20 billion euro, with at least 75% in companies from the European Economic Area.

Risks

Investors should be aware that this sub-fund may not be appropriate for those planning to withdraw their money within a period of less than five years. Additionally, as with any investment, there are inherent risks associated with investing in small and mid-cap companies, as well as risks related to ESG factors and market fluctuations. It is important for investors to carefully consider these risks before investing in the sub-fund.

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Source

https://www.clartan.com/de/fund/clartan-ethos-esg-europe-small-et-mid-cap-d/

Tags:
esg europe morningstar developed europe mid cap target market exposure

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OTHER SHARE CLASSES OF THIS FUND

Clartan Ethos ESG Europe Small & Mid Cap I
Clartan Ethos ESG Europe Small & Mid Cap I Clartan Ethos ESG Europe Small & Mid Cap I
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.88%EUR 1,219.23
Clartan Ethos ESG Europe Small & Mid Cap D
Clartan Ethos ESG Europe Small & Mid Cap D Clartan Ethos ESG Europe Small & Mid Cap D
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.88%EUR 100.46