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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 2/2/2023 1,386.02 6.80% - - 8.00%
Pareto Nordic Equity B (SEK) 5 2/2/2023 1,316.61 6.40% - - 6.70%
Pareto Nordic Equity B (EUR) 5 2/2/2023 125.80 4.40% - - 5.60%
Pareto Nordic Equity C (NOK) 5 2/2/2023 1,406.98 7.20% - - 8.40%
Pareto Nordic Equity D (NOK) 5 2/2/2023 1,437.34 7.70% - - 8.90%
Pareto Nordic Equity D (SEK) 5 2/2/2023 922.28 - - - -5.30%
Pareto Nordic Equity D (EUR) 5 2/2/2023 130.41 5.30% - - 6.50%
Pareto Nordic Equity I (NOK) 5 2/2/2023 1,455.15 8.10% - - 9.20%
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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 2/2/2023 1,240.87 2.10% 3.00% - 3.60%
Pareto Nordic Corporate Bond A (EUR) 4 2/2/2023 111.95 1.20% 1.80% - 2.00%
Pareto Nordic Corporate Bond B (NOK) 4 2/2/2023 1,344.25 2.50% 3.50% - 4.20%
Pareto Nordic Corporate Bond C (SEK) 4 2/2/2023 1,097.59 1.50% 2.00% - 2.40%
Pareto Nordic Corporate Bond D (SEK) 4 2/2/2023 113.79 1.90% 2.50% - 2.60%
Pareto Nordic Corporate Bond H (EUR) 4 2/2/2023 116.35 1.60% 2.30% - 2.60%
Pareto Nordic Corporate Bond H (USD) 4 2/2/2023 130.74 3.10% 4.30% - 4.70%
Pareto Nordic Corporate Bond H DIS (USD) 4 2/2/2023 97.20 -1.60% - - -0.90%
Pareto Nordic Corporate Bond H (CHF) 4 2/2/2023 105.74 1.20% - - 1.60%
Pareto Nordic Corporate Bond H (GBP) 4 2/2/2023 121.07 - - - 6.90%
Pareto Nordic Corporate Bond I (EUR) 4 2/2/2023 112.75 1.80% - - 2.50%
Pareto Nordic Corporate Bond I DIS (EUR) 4 2/2/2023 945.69 -0.80% - - 0.60%
Pareto Nordic Corporate Bond I (NOK) 4 2/2/2023 1,247.36 2.70% 3.70% - 3.90%
Pareto Nordic Corporate Bond I (SEK) 4 2/2/2023 1,124.06 - - - 4.70%
Pareto ESG Global Corporate Bond A (SEK) 4 2/2/2023 105.63 -0.50% -0.40% - 0.70%
Pareto ESG Global Corporate Bond A DIS (SEK) 4 2/2/2023 84.33 -2.50% -1.60% - -1.60%
Pareto ESG Global Corporate Bond A DIS (USD) 4 2/2/2023 93.81 -2.70% - - -1.70%
Pareto ESG Global Corporate Bond A (EUR) 4 2/2/2023 106.22 -0.60% -0.50% - 0.90%
Pareto ESG Global Corporate Bond B (SEK) 4 2/2/2023 109.50 0.00% 0.00% - 1.20%
Pareto ESG Global Corporate Bond B DIS (SEK) 4 2/2/2023 86.31 -2.00% -1.20% - -1.20%
Pareto ESG Global Corporate Bond C (NOK) 4 2/2/2023 114.02 0.00% 0.40% - 1.70%
Pareto ESG Global Corporate Bond D (NOK) 4 2/2/2023 118.19 0.40% 0.80% - 2.10%
Pareto ESG Global Corporate Bond H (EUR) 4 2/2/2023 101.29 -0.20% - - 0.30%
Pareto ESG Global Corporate Bond H (GBP) 4 2/2/2023 103.07 - - - 1.20%
Pareto ESG Global Corporate Bond H DIS (GBP) 4 2/2/2023 93.02 - - - -3.50%
Pareto ESG Global Corporate Bond H (USD) 3 2/2/2023 107.85 1.10% - - 1.70%
Pareto ESG Global Corporate Bond I (NOK) 4 2/2/2023 96.29 - - - -2.70%
Pareto ESG Global Corporate Bond I (SEK) 4 2/2/2023 104.08 0.20% 0.20% - 0.70%
Pareto Nordic Cross Credit R (NOK) 3 2/2/2023 1,043.21 - - - 2.00%
Pareto Nordic Cross Credit R (SEK) 3 2/2/2023 1,026.63 - - - 1.30%
Pareto Nordic Cross Credit R (EUR) 3 2/2/2023 101.61 - - - 0.80%
Pareto Nordic Cross Credit A (NOK) 3 2/2/2023 1,069.18 2.00% - - 2.10%
Pareto Nordic Cross Credit A (SEK) 3 2/2/2023 1,051.68 1.60% - - 1.60%
Pareto Nordic Cross Credit A (EUR) 3 2/2/2023 108.90 - - - 3.10%
Pareto Nordic Cross Credit H (NOK) 3 2/2/2023 1,074.42 2.10% - - 2.30%
Pareto Nordic Cross Credit H (SEK) 3 2/2/2023 1,007.54 - - - 0.60%
Pareto Nordic Cross Credit H (EUR) 3 2/2/2023 99.97 - - - 0.00%
Pareto Nordic Cross Credit H (USD) 3 2/2/2023 108.61 2.50% - - 2.60%
Pareto Nordic Cross Credit H-I (NOK) 3 2/2/2023 1,075.72 2.20% - - 2.30%
Pareto Nordic Cross Credit H-I (EUR) 3 2/2/2023 103.59 1.10% - - 1.20%
Pareto Nordic Cross Credit H-I DIS (EUR) 3 2/2/2023 98.61 - - - -0.80%
Pareto Nordic Cross Credit I (NOK) 3 2/2/2023 1,079.11 2.30% - - 2.40%
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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 2/2/2023 208.76 4.10% 3.90% 7.20% 7.50%
Pareto Nordic Alpha B (NOK) 7 2/2/2023 216.26 4.60% 4.40% 7.60% 7.90%

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