Clartan Valeurs C

CLARTAN - EUROPE is a sub-fund that aims to outperform the main European stock exchanges over a period of more than 5 years. The fund is actively managed without reference to a benchmark index at a geographical or sector level.

The sub-fund's investment policy is discretionary and bottom-up, focusing on financial analysis of companies over market perceptions. It invests primarily in shares of listed companies in the European Union or European Economic Area, with the flexibility to invest in companies outside the euro zone, Council of Europe countries, and emerging European countries. The fund may also invest in securities assimilated with equities or bonds, without sectoral, capital, or monetary restrictions.

Investors should be aware that the possibility to request redemption of shares may be limited or suspended in exceptional circumstances. Additionally, the fund's discretionary management style may result in a portfolio composition that does not replicate a benchmark index, potentially leading to higher volatility and risk compared to passive investment strategies.

https://www.clartan.com/de/fund/clartan-valeurs-i/