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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 12/6/2018 971.15 - - - -
Pareto Nordic Equity B (SEK) 5 12/6/2018 943.08 - - - -
Pareto Nordic Equity C (NOK) 5 12/6/2018 971.44 - - - -
Pareto Nordic Equity D (NOK) 5 12/6/2018 971.94 - - - -
Pareto Nordic Equity I (NOK) 5 12/6/2018 972.25 - - - -
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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) 3 12/6/2018 1,085.07 4.20% - - 4.10%
Pareto Nordic Corporate Bond A (EUR) 3 12/6/2018 102.79 - - - 1.90%
Pareto Nordic Corporate Bond B (NOK) 3 12/6/2018 1,153.70 4.70% - - 4.80%
Pareto Nordic Corporate Bond C (SEK) 3 12/6/2018 996.76 2.70% - - 2.60%
Pareto Nordic Corporate Bond H (EUR) 3 12/6/2018 104.85 - - - 2.80%
Pareto Nordic Corporate Bond H (USD) 3 12/6/2018 109.15 - - - 5.20%
Pareto Nordic Corporate Bond I (GBP) 3 9/5/2018 114.78 - - - 5.20%
Pareto Nordic Corporate Bond I (EUR) 3 12/6/2018 100.81 - - - -
Pareto Global Corporate Bond A (SEK) 3 12/6/2018 102.75 0.80% - - 0.70%
Pareto Global Corporate Bond A (EUR) 3 12/6/2018 103.82 - - - 1.30%
Pareto Global Corporate Bond B (SEK) 3 12/6/2018 104.56 1.30% - - 1.20%
Pareto Global Corporate Bond C (NOK) 3 12/6/2018 107.61 2.00% - - 2.00%
Pareto Global Corporate Bond D (NOK) 3 12/6/2018 109.48 2.50% - - 2.50%
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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
Pareto Nordic Alpha A (NOK) 7 12/6/2018 167.72 2.40% 6.20% - 8.90%
Pareto Nordic Alpha B (NOK) 7 12/6/2018 170.49 2.90% 6.70% - 9.30%

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