Clartan Patrimoine D

Clartan Patrimoine is a precautionary savings fund aimed at growing and preserving invested capital over a period longer than two years. The fund primarily invests between half and all of its assets in high-quality euro-denominated bonds, including government and corporate bonds rated at least BBB- by Standard & Poor’s, as well as various debt instruments like convertible bonds and money market instruments. Additionally, up to 35% of the portfolio may be allocated to shares of listed companies across different sectors. The investment strategy focuses on thorough financial analysis of issuers rather than reacting to market trends, ensuring a balanced and carefully managed portfolio.