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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 Nordic Equity B (NOK) 5 9/21/2023 1,353.62 6.50% - - 6.40%
Pareto Nordic Equity B (SEK) 5 9/21/2023 1,293.12 9.70% - - 5.40%
Pareto Nordic Equity B (EUR) 5 9/21/2023 117.03 4.80% - - 3.30%
Pareto Nordic Equity C (NOK) 5 9/21/2023 1,377.20 6.90% - - 6.80%
Pareto Nordic Equity D (NOK) 5 9/21/2023 1,411.30 7.40% - - 7.30%
Pareto Nordic Equity D (SEK) 5 9/21/2023 910.65 - - - -4.30%
Pareto Nordic Equity D (EUR) 5 9/21/2023 121.97 5.70% - - 4.20%
Pareto Nordic Equity I (NOK) 5 9/21/2023 1,431.45 7.70% - - 7.60%
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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 A (EUR) 4 9/21/2023 116.70 3.60% 2.40% - 2.50%
Pareto Nordic Corporate Bond A (USD) 4 9/21/2023 102.35 - - - -
Pareto Nordic Corporate Bond B (NOK) 4 9/21/2023 1,409.42 5.10% 4.00% - 4.50%
Pareto Nordic Corporate Bond C (SEK) 4 9/21/2023 1,145.98 4.00% 2.60% - 2.80%
Pareto Nordic Corporate Bond D (SEK) 4 9/21/2023 119.14 4.50% 3.10% - 3.10%
Pareto Nordic Corporate Bond H (EUR) 4 9/21/2023 121.64 4.10% 2.80% - 3.00%
Pareto Nordic Corporate Bond H (USD) 4 9/21/2023 138.30 5.60% 4.80% - 5.10%
Pareto Nordic Corporate Bond H DIS (USD) 4 9/21/2023 99.37 1.00% - - -0.20%
Pareto Nordic Corporate Bond H (CHF) 4 9/21/2023 109.23 3.40% - - 2.10%
Pareto Nordic Corporate Bond H (GBP) 4 9/21/2023 127.71 5.30% - - 7.20%
Pareto Nordic Corporate Bond I (EUR) 4 9/21/2023 118.02 4.30% 3.00% - 3.00%
Pareto Nordic Corporate Bond I DIS (EUR) 4 9/21/2023 965.92 0.70% - - 1.00%
Pareto Nordic Corporate Bond I (NOK) 4 9/21/2023 1,309.40 5.30% 4.20% - 4.30%
Pareto Nordic Corporate Bond I (SEK) 4 9/21/2023 1,178.41 4.70% - - 5.30%
Pareto ESG Global Corporate Bond A (SEK) 4 9/21/2023 106.62 0.30% 0.00% - 0.80%
Pareto ESG Global Corporate Bond A DIS (SEK) 4 9/21/2023 83.80 -2.30% -1.60% - -1.60%
Pareto ESG Global Corporate Bond A DIS (USD) 4 9/21/2023 93.37 -2.10% - - -1.50%
Pareto ESG Global Corporate Bond A (EUR) 4 9/21/2023 107.09 0.10% -0.10% - 0.90%
Pareto ESG Global Corporate Bond B (SEK) 4 9/21/2023 110.84 0.70% 0.40% - 1.20%
Pareto ESG Global Corporate Bond B DIS (SEK) 4 9/21/2023 86.02 -1.80% -1.10% - -1.10%
Pareto ESG Global Corporate Bond C (NOK) 4 9/21/2023 115.15 0.80% 0.60% - 1.70%
Pareto ESG Global Corporate Bond D (NOK) 4 9/21/2023 119.70 1.20% 1.10% - 2.10%
Pareto ESG Global Corporate Bond H (EUR) 4 9/21/2023 102.35 0.50% 0.40% - 0.50%
Pareto ESG Global Corporate Bond H (GBP) 4 9/21/2023 105.12 1.40% - - 1.60%
Pareto ESG Global Corporate Bond H DIS (GBP) 4 9/21/2023 92.67 - - - -2.80%
Pareto ESG Global Corporate Bond H (USD) 3 9/21/2023 110.33 1.90% 1.90% - 2.00%
Pareto ESG Global Corporate Bond I (NOK) 4 9/21/2023 97.65 - - - -1.20%
Pareto ESG Global Corporate Bond I (SEK) 4 9/21/2023 105.48 0.90% 0.60% - 0.80%
Pareto Nordic Cross Credit R (NOK) 3 9/21/2023 1,085.85 - - - 3.10%
Pareto Nordic Cross Credit R (SEK) 3 9/21/2023 1,066.43 - - - 2.40%
Pareto Nordic Cross Credit R (EUR) 3 9/21/2023 105.44 - - - 2.00%
Pareto Nordic Cross Credit A (NOK) 3 9/21/2023 1,113.93 3.30% - - 2.90%
Pareto Nordic Cross Credit A (SEK) 3 9/21/2023 1,093.48 2.60% - - 2.40%
Pareto Nordic Cross Credit A (EUR) 3 9/21/2023 113.12 2.20% - - 3.70%
Pareto Nordic Cross Credit H (NOK) 3 9/21/2023 1,120.45 3.40% - - 3.00%
Pareto Nordic Cross Credit H (SEK) 3 9/21/2023 1,048.95 - - - 2.40%
Pareto Nordic Cross Credit H (EUR) 3 9/21/2023 103.95 - - - 2.00%
Pareto Nordic Cross Credit H (USD) 3 9/21/2023 114.31 3.90% - - 3.60%
Pareto Nordic Cross Credit H-I (NOK) 3 9/21/2023 1,122.11 3.50% - - 3.10%
Pareto Nordic Cross Credit H-I (EUR) 3 9/21/2023 107.74 2.40% - - 2.00%
Pareto Nordic Cross Credit H-I DIS (EUR) 3 9/21/2023 100.56 - - - 0.20%
Pareto Nordic Cross Credit I (NOK) 3 9/21/2023 1,126.35 3.60% - - 3.20%
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Other funds

This category includes alternative funds, which combine long-term holdings in solid international companies and opportunistic fixed income investments with short sales and gearing.

Fund / Share class Risk 1-7 Date updated Rate Average last 3 years Average last 5 years Average last 10 years Since inception

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