… and do not sway
Did you sell in May last year – and stay away? Too bad. You missed a genuine opportunity in the stock market, particularly if you stayed away from Norwegian stocks. CIO Finn Øystein Bergh explains.
Long-term perspective in Ekornes
The news of a bid for Ekornes during the last days of May contributed to a solid price increase. During 17 years as owners our clients have received a total return of 606 per cent in Ekornes, equivalent to 12.1 per cent a year. Read the complete monthly commentary.
Historic month
With a 14 per cent increase in value, seven percentage points ahead of the Oslo Børs Mutual Fund Index, April was a historic month for the investors in Pareto Investment Fund.
Investment advisory
Let us help tailor a portfolio to meet your individual needs. Together we will agree on the desired and needed frequency of follow-up meetings between you and one of our dedicated advisors.
Our product offering include equity funds, fixed income funds, balanced funds and alternative funds.
Two of our selected funds
Pareto Investment Fund
Equity funds
A flexible equity fund that invests in Norwegian companies across sectors. The fund is split into three share classes (A, B, C). Share class A has had the following return (annualized):
- Annual return last 5 years:
- 18.20%
- Investment horizon:
- Recommended 5 years
- Date of update:
- 6/18/2018
Pareto Nordic Corporate Bond
Fixed income funds
A well-diversified portfolio of Nordic high-yield bonds with a strong risk adjusted performance. The fund is split into two share classes (A, B). Share class A has had the following return (annualized):
- Annual return last 3 years:
- 4.70%
- Investment horizon:
- Recommended 3 years
- Date of update:
- 6/15/2018
