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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 9/28/2020 1,145.24 - - - 7.40%
Pareto Nordic Equity B (SEK) 5 9/28/2020 1,006.07 - - - 0.30%
Pareto Nordic Equity B (EUR) 5 9/28/2020 102.75 - - - 1.50%
Pareto Nordic Equity C (NOK) 5 9/28/2020 1,152.96 - - - 7.70%
Pareto Nordic Equity D (NOK) 5 9/28/2020 1,164.10 - - - 8.30%
Pareto Nordic Equity D (EUR) 5 9/28/2020 104.39 - - - 2.30%
Pareto Nordic Equity I (NOK) 5 9/28/2020 1,170.50 - - - 8.60%
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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 9/28/2020 1,129.51 2.30% - - 3.40%
Pareto Nordic Corporate Bond A (EUR) 4 9/28/2020 104.78 1.00% - - 1.40%
Pareto Nordic Corporate Bond B (NOK) 4 9/28/2020 1,210.77 2.80% - - 4.00%
Pareto Nordic Corporate Bond C (SEK) 4 9/28/2020 1,017.15 1.00% - - 2.00%
Pareto Nordic Corporate Bond D (SEK) 4 9/28/2020 104.38 - - - 1.60%
Pareto Nordic Corporate Bond H (EUR) 4 9/28/2020 107.76 1.50% - - 2.10%
Pareto Nordic Corporate Bond H (USD) 4 9/28/2020 117.15 4.00% - - 4.60%
Pareto Nordic Corporate Bond H DIS (USD) 4 9/28/2020 96.37 - - - -
Pareto Nordic Corporate Bond H (CHF) 4 9/28/2020 98.73 - - - -1.10%
Pareto Nordic Corporate Bond H (GBP) 4 9/28/2020 109.34 - - - -
Pareto Nordic Corporate Bond I (EUR) 4 9/28/2020 103.96 - - - 1.50%
Pareto Nordic Corporate Bond I DIS (EUR) 4 9/28/2020 953.13 - - - 1.20%
Pareto Nordic Corporate Bond I (NOK) 4 9/28/2020 1,118.49 3.00% - - 3.40%
Pareto Nordic Corporate Bond I (SEK) 4 9/28/2020 1,026.57 - - - -
Pareto Global Corporate Bond A (SEK) 4 9/28/2020 105.14 -0.90% 1.10% - 0.90%
Pareto Global Corporate Bond A DIS (SEK) 4 9/28/2020 89.91 - - - -1.00%
Pareto Global Corporate Bond A DIS (USD) 4 9/28/2020 98.99 - - - -0.70%
Pareto Global Corporate Bond A (EUR) 4 9/28/2020 106.18 -0.90% - - 1.30%
Pareto Global Corporate Bond B (SEK) 4 9/28/2020 107.86 -0.40% 1.60% - 1.40%
Pareto Global Corporate Bond B DIS (SEK) 4 9/28/2020 91.05 - - - -0.50%
Pareto Global Corporate Bond C (NOK) 4 9/28/2020 111.95 0.20% 2.30% - 2.10%
Pareto Global Corporate Bond D (NOK) 4 9/28/2020 114.83 0.60% 2.70% - 2.50%
Pareto Global Corporate Bond H (EUR) 4 9/28/2020 100.18 - - - 0.10%
Pareto Global Corporate Bond H (GBP) 4 9/28/2020 100.21 - - - -
Pareto Global Corporate Bond H (USD) 3 9/28/2020 103.62 - - - 1.80%
Pareto Global Corporate Bond I (NOK) 4 9/28/2020 109.29 0.80% - - 2.20%
Pareto Global Corporate Bond I (SEK) 4 9/28/2020 102.05 -0.20% - - 0.60%
Pareto Nordic Cross Credit A (NOK) 3 9/28/2020 1,010.28 - - - -
Pareto Nordic Cross Credit A (SEK) 3 9/28/2020 1,011.62 - - - -
Pareto Nordic Cross Credit A (EUR) 3 9/28/2020 105.88 - - - -
Pareto Nordic Cross Credit H (NOK) 3 9/28/2020 1,011.66 - - - -
Pareto Nordic Cross Credit H (EUR) 3 9/28/2020 101.18 - - - -
Pareto Nordic Cross Credit H (USD) 3 9/28/2020 101.93 - - - -
Pareto Nordic Cross Credit H-I (NOK) 3 9/28/2020 1,011.91 - - - -
Pareto Nordic Cross Credit H-I (EUR) 3 9/28/2020 100.29 - - - -
Pareto Nordic Cross Credit I (NOK) 3 9/28/2020 1,012.75 - - - -
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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 9/28/2020 201.15 5.50% 6.10% - 9.30%
Pareto Nordic Alpha B (NOK) 7 9/28/2020 205.92 5.90% 6.60% - 9.70%

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