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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 7/15/2020 1,087.89 - - - 5.10%
Pareto Nordic Equity B (SEK) 5 7/15/2020 975.19 - - - -1.50%
Pareto Nordic Equity B (EUR) 5 7/15/2020 101.80 - - - 1.10%
Pareto Nordic Equity C (NOK) 5 7/15/2020 1,094.43 - - - 5.40%
Pareto Nordic Equity D (NOK) 5 7/15/2020 1,103.87 - - - 6.00%
Pareto Nordic Equity D (EUR) 5 7/15/2020 103.26 - - - 2.00%
Pareto Nordic Equity I (NOK) 5 7/15/2020 1,109.28 - - - 6.30%
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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 7/15/2020 1,102.24 2.10% - - 3.00%
Pareto Nordic Corporate Bond A (EUR) 3 7/15/2020 102.38 0.80% - - 0.80%
Pareto Nordic Corporate Bond B (NOK) 3 7/15/2020 1,180.44 2.50% - - 3.60%
Pareto Nordic Corporate Bond C (SEK) 3 7/15/2020 993.11 0.70% - - 1.60%
Pareto Nordic Corporate Bond D (SEK) 3 7/15/2020 101.81 - - - 0.70%
Pareto Nordic Corporate Bond H (EUR) 3 7/15/2020 105.20 1.30% - - 1.50%
Pareto Nordic Corporate Bond H (USD) 3 7/15/2020 114.17 3.80% - - 4.00%
Pareto Nordic Corporate Bond H DIS (USD) 3 7/15/2020 93.92 - - - -
Pareto Nordic Corporate Bond H (CHF) 3 7/15/2020 96.44 - - - -
Pareto Nordic Corporate Bond H (GBP) 3 7/15/2020 106.55 - - - -
Pareto Nordic Corporate Bond I (EUR) 3 7/15/2020 101.45 - - - 0.60%
Pareto Nordic Corporate Bond I DIS (EUR) 3 7/15/2020 930.12 - - - 0.00%
Pareto Nordic Corporate Bond I (NOK) 3 7/15/2020 1,090.05 2.70% - - 2.80%
Pareto Global Corporate Bond A (SEK) 3 7/15/2020 103.38 -1.20% 0.60% - 0.60%
Pareto Global Corporate Bond A DIS (SEK) 3 7/15/2020 88.40 - - - -1.70%
Pareto Global Corporate Bond A DIS (USD) 3 7/15/2020 97.21 - - - -2.20%
Pareto Global Corporate Bond A (EUR) 3 7/15/2020 104.49 -1.20% - - 1.00%
Pareto Global Corporate Bond B (SEK) 3 7/15/2020 105.95 -0.70% 1.10% - 1.10%
Pareto Global Corporate Bond B DIS (SEK) 3 7/15/2020 89.44 - - - -1.30%
Pareto Global Corporate Bond C (NOK) 3 7/15/2020 110.06 -0.10% 1.80% - 1.80%
Pareto Global Corporate Bond D (NOK) 3 7/15/2020 112.78 0.40% 2.30% - 2.30%
Pareto Global Corporate Bond H (EUR) 3 7/15/2020 98.49 - - - -0.80%
Pareto Global Corporate Bond H (USD) 3 7/15/2020 101.67 - - - 0.90%
Pareto Global Corporate Bond I (NOK) 3 7/15/2020 107.30 0.60% - - 1.80%
Pareto Global Corporate Bond I (SEK) 3 7/15/2020 100.21 -0.60% - - 0.10%
Pareto Nordic Cross Credit A (NOK) 2 7/15/2020 993.19 - - - -
Pareto Nordic Cross Credit A (SEK) 2 7/15/2020 995.15 - - - -
Pareto Nordic Cross Credit A (EUR) 2 7/15/2020 104.23 - - - -
Pareto Nordic Cross Credit H (NOK) 2 7/15/2020 994.23 - - - -
Pareto Nordic Cross Credit H (EUR) 2 7/15/2020 99.56 - - - -
Pareto Nordic Cross Credit H (USD) 2 7/15/2020 100.13 - - - -
Pareto Nordic Cross Credit H-I (NOK) 2 7/15/2020 994.40 - - - -
Pareto Nordic Cross Credit H-I (EUR) 2 7/15/2020 98.68 - - - -
Pareto Nordic Cross Credit I (NOK) 2 7/15/2020 995.02 - - - -
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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 7/15/2020 192.20 3.80% 4.00% - 8.90%
Pareto Nordic Alpha B (NOK) 7 7/15/2020 196.58 4.20% 4.40% - 9.30%

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