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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 4/23/2019 1,019.66 - - - -
Pareto Nordic Equity B (SEK) 5 4/23/2019 1,027.20 - - - -
Pareto Nordic Equity B (EUR) 5 4/23/2019 105.66 - - - -
Pareto Nordic Equity C (NOK) 5 4/23/2019 1,021.37 - - - -
Pareto Nordic Equity D (NOK) 5 4/23/2019 1,023.85 - - - -
Pareto Nordic Equity D (EUR) 5 4/23/2019 106.04 - - - -
Pareto Nordic Equity I (NOK) 5 4/23/2019 1,025.34 - - - -
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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 4/23/2019 1,115.61 6.50% - - 4.50%
Pareto Nordic Corporate Bond A (EUR) 3 4/23/2019 105.05 - - - 2.70%
Pareto Nordic Corporate Bond B (NOK) 3 4/23/2019 1,188.18 7.00% - - 5.20%
Pareto Nordic Corporate Bond C (SEK) 3 4/23/2019 1,019.07 5.00% - - 3.00%
Pareto Nordic Corporate Bond H (EUR) 3 4/23/2019 107.34 - - - 3.40%
Pareto Nordic Corporate Bond H (USD) 3 4/23/2019 113.03 - - - 6.00%
Pareto Nordic Corporate Bond I (GBP) 3 9/5/2018 114.78 - - - 5.20%
Pareto Nordic Corporate Bond I (EUR) 3 4/23/2019 103.28 - - - 2.80%
Pareto Nordic Corporate Bond I (NOK) 3 4/23/2019 1,094.65 - - - 4.80%
Pareto Global Corporate Bond A (SEK) 3 4/23/2019 106.70 1.90% - - 1.60%
Pareto Global Corporate Bond A DIS (SEK) 3 4/23/2019 94.90 - - - -3.70%
Pareto Global Corporate Bond A (EUR) 3 4/23/2019 107.70 1.90% - - 2.20%
Pareto Global Corporate Bond B (SEK) 3 4/23/2019 108.76 2.40% - - 2.10%
Pareto Global Corporate Bond B DIS (SEK) 3 4/23/2019 95.50 - - - -3.30%
Pareto Global Corporate Bond C (NOK) 3 4/23/2019 112.24 3.20% - - 2.90%
Pareto Global Corporate Bond D (NOK) 3 4/23/2019 114.39 3.60% - - 3.30%
Pareto Global Corporate Bond I (SEK) 3 4/23/2019 102.63 - - - 1.20%
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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 4/23/2019 173.91 4.70% 5.90% - 9.00%
Pareto Nordic Alpha B (NOK) 7 4/23/2019 177.15 5.20% 6.40% - 9.40%

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