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Equity funds

Our equity funds have a minimum of 80 per cent of the capital invested in equity markets. The funds in this category are suitable for anyone with a long-term investment horizon of 5 years or more.

Fund / Share class Risk 1-7 Date updated Rate Average last 3 years Average last 5 years Average last 10 years Since inception
Pareto Aksje Norge B 6 9/21/2023 3,273.74 17.60% 6.90% 8.00% 10.70%
Pareto Aksje Norge I 6 9/21/2023 12,866.69 19.30% 8.50% 9.60% 12.30%
Pareto Nordic Equity B (EUR) 5 9/21/2023 117.03 4.80% - - 3.30%
Pareto Nordic Equity D (NOK) 5 9/21/2023 1,411.30 7.40% - - 7.30%
Pareto Global B 5 9/21/2023 3,830.61 15.20% 11.70% 11.80% 9.90%
Pareto Global I 5 9/21/2023 2,356.61 16.50% 13.00% 13.10% 11.20%
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Fixed income funds

Our fixed income funds invest interest bearing financial instruments issued by Norwegian and international companies, municipalities and institutions. The funds in this category are suitable for anyone with a short- to medium term investment horizon of 6 months to 3 years.

Fund / Share class Risk 1-7 Date updated Rate Average last 3 years Average last 5 years Average last 10 years Since inception
Pareto Nordic Corporate Bond A (NOK) 4 9/21/2023 1,297.37 4.70% 3.50% - 3.90%
Pareto Nordic Corporate Bond H (EUR) 4 9/21/2023 121.64 4.10% 2.80% - 3.00%
Pareto ESG Global Corporate Bond A (EUR) 4 9/21/2023 107.09 0.10% -0.10% - 0.90%
Pareto ESG Global Corporate Bond H (EUR) 4 9/21/2023 102.35 0.50% 0.40% - 0.50%
Pareto Nordic Cross Credit A (EUR) 3 9/21/2023 113.12 2.20% - - 3.70%

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