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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 9/30/2022 1,134.56 3.90% - - 3.30%
Pareto Nordic Equity B (SEK) 5 9/30/2022 1,064.92 1.80% - - 1.60%
Pareto Nordic Equity B (EUR) 5 9/30/2022 105.77 1.30% - - 1.50%
Pareto Nordic Equity C (NOK) 5 9/30/2022 1,150.35 4.20% - - 3.60%
Pareto Nordic Equity D (NOK) 5 9/30/2022 1,173.16 4.80% - - 4.20%
Pareto Nordic Equity D (SEK) 5 9/30/2022 743.76 - - - -22.60%
Pareto Nordic Equity D (EUR) 5 9/30/2022 109.33 2.20% - - 2.30%
Pareto Nordic Equity I (NOK) 5 9/30/2022 1,186.50 5.10% - - 4.50%
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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 9/30/2022 1,186.08 1.30% 2.40% - 3.10%
Pareto Nordic Corporate Bond A (EUR) 4 9/30/2022 107.70 0.40% 1.20% - 1.40%
Pareto Nordic Corporate Bond B (NOK) 4 9/30/2022 1,282.89 1.80% 2.90% - 3.70%
Pareto Nordic Corporate Bond C (SEK) 4 9/30/2022 1,053.88 0.60% 1.30% - 2.00%
Pareto Nordic Corporate Bond D (SEK) 4 9/30/2022 109.09 1.10% - - 1.90%
Pareto Nordic Corporate Bond H (EUR) 4 9/30/2022 111.77 0.80% 1.70% - 2.00%
Pareto Nordic Corporate Bond H (USD) 4 9/30/2022 124.33 2.20% 3.60% - 4.00%
Pareto Nordic Corporate Bond H DIS (USD) 4 9/30/2022 94.41 - - - -1.90%
Pareto Nordic Corporate Bond H (CHF) 4 9/30/2022 101.98 0.50% - - 0.60%
Pareto Nordic Corporate Bond H (GBP) 4 9/30/2022 115.60 - - - 5.90%
Pareto Nordic Corporate Bond I (EUR) 4 9/30/2022 108.23 1.00% - - 1.70%
Pareto Nordic Corporate Bond I DIS (EUR) 4 9/30/2022 924.33 -1.00% - - 0.10%
Pareto Nordic Corporate Bond I (NOK) 4 9/30/2022 1,189.65 2.00% 3.00% - 3.30%
Pareto Nordic Corporate Bond I (SEK) 4 9/30/2022 1,076.87 - - - 3.40%
Pareto ESG Global Corporate Bond A (SEK) 4 9/30/2022 98.54 -2.30% -1.80% - -0.20%
Pareto ESG Global Corporate Bond A DIS (SEK) 4 9/30/2022 79.82 -3.90% - - -2.90%
Pareto ESG Global Corporate Bond A DIS (USD) 4 9/30/2022 88.33 -4.50% - - -3.50%
Pareto ESG Global Corporate Bond A (EUR) 4 9/30/2022 99.27 -2.50% -1.90% - -0.10%
Pareto ESG Global Corporate Bond B (SEK) 4 9/30/2022 102.00 -1.90% -1.40% - 0.30%
Pareto ESG Global Corporate Bond B DIS (SEK) 4 9/30/2022 81.57 -3.40% - - -2.40%
Pareto ESG Global Corporate Bond C (NOK) 4 9/30/2022 105.94 -1.80% -1.00% - 0.80%
Pareto ESG Global Corporate Bond D (NOK) 4 9/30/2022 109.65 -1.40% -0.50% - 1.20%
Pareto ESG Global Corporate Bond H (EUR) 4 9/30/2022 94.51 -2.10% - - -1.40%
Pareto ESG Global Corporate Bond H (GBP) 4 9/30/2022 95.62 - - - -2.10%
Pareto ESG Global Corporate Bond H DIS (GBP) 4 9/30/2022 87.95 - - - -7.10%
Pareto ESG Global Corporate Bond H (USD) 3 9/30/2022 99.60 -0.80% - - -0.10%
Pareto ESG Global Corporate Bond I (NOK) 4 9/30/2022 89.28 - - - -10.50%
Pareto ESG Global Corporate Bond I (SEK) 4 9/30/2022 96.88 -1.70% -1.20% - -0.60%
Pareto Nordic Cross Credit R (NOK) 3 9/30/2022 1,012.15 - - - 0.70%
Pareto Nordic Cross Credit R (SEK) 3 9/30/2022 1,000.26 - - - 0.00%
Pareto Nordic Cross Credit R (EUR) 3 9/30/2022 99.17 - - - -0.50%
Pareto Nordic Cross Credit A (NOK) 3 9/30/2022 1,036.77 - - - 1.30%
Pareto Nordic Cross Credit A (SEK) 3 9/30/2022 1,024.07 - - - 0.80%
Pareto Nordic Cross Credit A (EUR) 3 9/30/2022 106.24 - - - 2.50%
Pareto Nordic Cross Credit H (NOK) 3 9/30/2022 1,041.32 - - - 1.40%
Pareto Nordic Cross Credit H (SEK) 3 9/30/2022 980.65 - - - -1.90%
Pareto Nordic Cross Credit H (EUR) 3 9/30/2022 97.48 - - - -
Pareto Nordic Cross Credit H (USD) 3 9/30/2022 104.89 - - - 1.70%
Pareto Nordic Cross Credit H-I (NOK) 3 9/30/2022 1,042.43 - - - 1.50%
Pareto Nordic Cross Credit H-I (EUR) 3 9/30/2022 100.99 - - - 0.40%
Pareto Nordic Cross Credit H-I DIS (EUR) 3 9/30/2022 96.73 - - - -2.40%
Pareto Nordic Cross Credit I (NOK) 3 9/30/2022 1,045.36 - - - 1.60%
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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 9/30/2022 173.18 -0.20% 0.10% - 5.70%
Pareto Nordic Alpha B (NOK) 7 9/30/2022 179.07 0.20% 0.60% - 6.10%

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