Pareto Obligasjon

Pareto Obligasjon is a fixed income fund investing in interest-bearing securities with good credit quality (investment grade), denominated in Norwegian kroner.

Johny goerend zg C HD0d Fvc unsplash s

Our investment philosophy is based on fundamental analysis focused on creating good risk-adjusted returns. 

We take into account macroeconomic developments and the structure of the yield curve and exploit differences in credit premiums across sectors.

Pareto Obligasjon is a fixed income fund investing in interest-bearing securities with good credit quality (investment grade), denominated in Norwegian kroner. It is suitable for investors with an investment horizon of minimum one year.

  • Portfolio Managers

    • Morten Nordahl Vik

      Morten Nordahl Vik

      Portfolio manager

    • Christian Weldingh

      Christian Weldingh

      Portfolio manager

  • Fund Information

    Fund category

    Fixed income funds

    Launch date

    11/11/2019

    Domicile

    Norway

    Fund Structure

    UCITS

    Risk

    2 of 7

  • Share Classes

    Share Class Currency Management Fee Minimum Initial Investment ISIN KID Monthly Report
    B NOK 0.25 % 10 000 000 NO0010864069
  • Performance

    Share Class Currency Date NAV 1 Day YTD 3 years 5 years Since Inception
    (accumulated)
    Since Inception
    (annualised)
    B NOK 31.03.2026 1028.00 +0.06 % +0.45 % +21.00 % +24.55 % +29.82 % +4.17 %