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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 3/15/2024 1,579.93 4.70% 9.20% - 8.90%
Pareto Nordic Equity B (SEK) 5 3/15/2024 1,421.35 3.80% 7.00% - 6.80%
Pareto Nordic Equity B (EUR) 5 3/15/2024 135.96 0.30% 5.40% - 5.90%
Pareto Nordic Equity C (NOK) 5 3/15/2024 1,610.21 5.10% 9.60% - 9.30%
Pareto Nordic Equity D (NOK) 5 3/15/2024 1,654.01 5.60% 10.10% - 9.80%
Pareto Nordic Equity D (SEK) 5 3/15/2024 1,005.07 - - - 0.20%
Pareto Nordic Equity D (EUR) 5 3/15/2024 142.30 1.10% 6.30% - 6.90%
Pareto Nordic Equity I (NOK) 5 3/15/2024 1,680.03 6.00% 10.40% - 10.10%
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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 3/15/2024 1,361.97 4.70% 4.30% - 4.30%
Pareto Nordic Corporate Bond A (EUR) 4 3/15/2024 122.17 3.70% 3.30% - 3.00%
Pareto Nordic Corporate Bond A (USD) 4 3/15/2024 107.94 - - - -
Pareto Nordic Corporate Bond B (NOK) 4 3/15/2024 1,482.83 5.20% 4.80% - 4.90%
Pareto Nordic Corporate Bond C (SEK) 4 3/15/2024 1,198.67 4.00% 3.50% - 3.20%
Pareto Nordic Corporate Bond D (SEK) 4 3/15/2024 124.89 4.50% 4.00% - 3.70%
Pareto Nordic Corporate Bond H (EUR) 4 3/15/2024 127.62 4.20% 3.70% - 3.50%
Pareto Nordic Corporate Bond H (USD) 4 3/15/2024 146.17 5.80% 5.60% - 5.60%
Pareto Nordic Corporate Bond H DIS (USD) 4 3/15/2024 101.55 0.70% - - 0.40%
Pareto Nordic Corporate Bond H (CHF) 4 3/15/2024 113.26 3.10% - - 2.70%
Pareto Nordic Corporate Bond H (GBP) 4 3/15/2024 134.77 5.40% - - 7.80%
Pareto Nordic Corporate Bond I (EUR) 4 3/15/2024 123.93 4.40% 3.90% - 3.60%
Pareto Nordic Corporate Bond I DIS (EUR) 4 3/15/2024 990.23 0.40% 1.30% - 1.30%
Pareto Nordic Corporate Bond I (NOK) 4 3/15/2024 1,378.84 5.40% 5.00% - 4.80%
Pareto Nordic Corporate Bond I (SEK) 4 3/15/2024 1,236.40 4.70% - - 5.90%
Pareto ESG Global Corporate Bond A (SEK) 4 3/15/2024 111.63 0.70% 1.30% - 1.20%
Pareto ESG Global Corporate Bond A DIS (SEK) 4 3/15/2024 86.39 -2.20% -0.60% - -1.00%
Pareto ESG Global Corporate Bond A DIS (USD) 4 3/15/2024 96.22 -1.80% - - -0.80%
Pareto ESG Global Corporate Bond A (EUR) 4 3/15/2024 112.18 0.40% 1.20% - 1.40%
Pareto ESG Global Corporate Bond B (SEK) 4 3/15/2024 116.31 1.10% 1.70% - 1.70%
Pareto ESG Global Corporate Bond B DIS (SEK) 4 3/15/2024 88.88 -1.70% -0.10% - -0.50%
Pareto ESG Global Corporate Bond C (NOK) 4 3/15/2024 120.84 1.20% 1.90% - 2.10%
Pareto ESG Global Corporate Bond D (NOK) 4 3/15/2024 125.89 1.60% 2.30% - 2.60%
Pareto ESG Global Corporate Bond H (EUR) 4 3/15/2024 107.45 0.80% 1.60% - 1.30%
Pareto ESG Global Corporate Bond H (GBP) 4 3/15/2024 111.03 2.00% - - 3.00%
Pareto ESG Global Corporate Bond H DIS (GBP) 4 3/15/2024 95.64 -1.80% - - -1.30%
Pareto ESG Global Corporate Bond H (USD) 3 3/15/2024 116.75 2.50% 3.30% - 2.90%
Pareto ESG Global Corporate Bond I (NOK) 4 3/15/2024 102.79 -3.50% - - -1.30%
Pareto ESG Global Corporate Bond I (SEK) 4 3/15/2024 110.78 1.30% 1.90% - 1.50%
Pareto Nordic Cross Credit R (NOK) 3 3/15/2024 1,127.16 3.70% - - 3.80%
Pareto Nordic Cross Credit R (SEK) 3 3/15/2024 1,103.43 3.00% - - 3.10%
Pareto Nordic Cross Credit R (EUR) 3 3/15/2024 109.14 2.70% - - 2.80%
Pareto Nordic Cross Credit A (NOK) 3 3/15/2024 1,157.14 3.90% - - 3.50%
Pareto Nordic Cross Credit A (SEK) 3 3/15/2024 1,132.25 3.20% - - 2.90%
Pareto Nordic Cross Credit A (EUR) 3 3/15/2024 117.18 2.90% - - 4.10%
Pareto Nordic Cross Credit H (NOK) 3 3/15/2024 1,164.73 4.10% - - 3.60%
Pareto Nordic Cross Credit H (SEK) 3 3/15/2024 1,086.81 - - - 3.40%
Pareto Nordic Cross Credit H (EUR) 3 3/15/2024 107.77 1.50% - - 1.80%
Pareto Nordic Cross Credit H (USD) 3 3/15/2024 119.35 4.70% - - 4.20%
Pareto Nordic Cross Credit H-I (NOK) 3 3/15/2024 1,166.70 4.10% - - 3.60%
Pareto Nordic Cross Credit H-I (EUR) 3 3/15/2024 111.71 3.10% - - 2.70%
Pareto Nordic Cross Credit H-I DIS (EUR) 3 3/15/2024 102.27 - - - 0.80%
Pareto Nordic Cross Credit I (NOK) 3 3/15/2024 1,171.67 4.20% - - 3.80%
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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

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