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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 4/2/2020 824.98 - - - -12.70%
Pareto Nordic Equity B (SEK) 5 4/2/2020 737.06 - - - -19.30%
Pareto Nordic Equity B (EUR) 5 4/2/2020 72.53 - - - -21.00%
Pareto Nordic Equity C (NOK) 5 4/2/2020 829.10 - - - -12.40%
Pareto Nordic Equity D (NOK) 5 4/2/2020 835.09 - - - -11.90%
Pareto Nordic Equity D (EUR) 5 4/2/2020 73.39 - - - -20.30%
Pareto Nordic Equity I (NOK) 5 4/2/2020 838.47 - - - -11.70%
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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 4/2/2020 975.36 -1.50% - - 0.40%
Pareto Nordic Corporate Bond A (EUR) 3 4/2/2020 90.67 - - - -3.40%
Pareto Nordic Corporate Bond B (NOK) 3 4/2/2020 1,043.23 -1.10% - - 1.00%
Pareto Nordic Corporate Bond C (SEK) 3 4/2/2020 879.79 -2.90% - - -1.00%
Pareto Nordic Corporate Bond D (SEK) 3 4/2/2020 90.08 - - - -4.50%
Pareto Nordic Corporate Bond H (EUR) 3 4/2/2020 93.04 -2.40% - - -2.30%
Pareto Nordic Corporate Bond H (USD) 3 4/2/2020 100.64 0.10% - - 0.20%
Pareto Nordic Corporate Bond H DIS (USD) 3 4/2/2020 85.22 - - - -
Pareto Nordic Corporate Bond H (CHF) 3 4/2/2020 85.39 - - - -
Pareto Nordic Corporate Bond H (GBP) 3 - - - -
Pareto Nordic Corporate Bond I (EUR) 3 4/2/2020 89.68 - - - -5.00%
Pareto Nordic Corporate Bond I DIS (EUR) 3 4/2/2020 840.76 - - - -7.80%
Pareto Nordic Corporate Bond I (NOK) 3 4/2/2020 962.82 - - - -1.30%
Pareto Global Corporate Bond A (SEK) 3 4/2/2020 92.95 -4.10% -1.40% - -1.40%
Pareto Global Corporate Bond A DIS (SEK) 3 4/2/2020 80.72 - - - -6.90%
Pareto Global Corporate Bond A DIS (USD) 3 4/2/2020 88.90 - - - -
Pareto Global Corporate Bond A (EUR) 3 4/2/2020 93.99 -4.10% - - -1.40%
Pareto Global Corporate Bond B (SEK) 3 4/2/2020 95.14 -3.70% -1.00% - -1.00%
Pareto Global Corporate Bond B DIS (SEK) 3 4/2/2020 81.57 - - - -6.50%
Pareto Global Corporate Bond C (NOK) 3 4/2/2020 98.92 -3.00% -0.20% - -0.20%
Pareto Global Corporate Bond D (NOK) 3 4/2/2020 101.23 -2.50% 0.20% - 0.20%
Pareto Global Corporate Bond H (EUR) 3 4/2/2020 88.50 - - - -7.60%
Pareto Global Corporate Bond H (USD) 3 4/2/2020 91.06 - - - -5.80%
Pareto Global Corporate Bond I (NOK) 3 4/2/2020 96.26 -2.40% - - -1.00%
Pareto Global Corporate Bond I (SEK) 3 4/2/2020 89.94 -3.50% - - -3.40%
Pareto Nordic Cross Credit A (NOK) 2 4/2/2020 935.43 - - - -
Pareto Nordic Cross Credit A (SEK) 2 4/2/2020 937.97 - - - -
Pareto Nordic Cross Credit A (EUR) 2 - - - -
Pareto Nordic Cross Credit H (NOK) 2 4/2/2020 936.00 - - - -
Pareto Nordic Cross Credit H (EUR) 2 4/2/2020 93.83 - - - -
Pareto Nordic Cross Credit H (USD) 2 4/2/2020 94.08 - - - -
Pareto Nordic Cross Credit H-I (NOK) 2 4/2/2020 936.07 - - - -
Pareto Nordic Cross Credit H-I (EUR) 2 4/2/2020 92.99 - - - -
Pareto Nordic Cross Credit I (NOK) 2 4/2/2020 936.39 - - - -
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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 4/2/2020 174.51 2.20% 2.10% - 7.80%
Pareto Nordic Alpha B (NOK) 7 4/2/2020 178.29 2.70% 2.60% - 8.20%

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