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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 4/8/2021 1,448.26 - - - 16.40%
Pareto Nordic Equity B (SEK) 5 4/8/2021 1,344.34 - - - 12.90%
Pareto Nordic Equity B (EUR) 5 4/8/2021 142.56 - - - 16.10%
Pareto Nordic Equity C (NOK) 5 4/8/2021 1,460.73 - - - 16.80%
Pareto Nordic Equity D (NOK) 5 4/8/2021 1,478.75 - - - 17.40%
Pareto Nordic Equity D (EUR) 5 4/8/2021 145.49 - - - 17.00%
Pareto Nordic Equity I (NOK) 5 4/8/2021 1,489.14 - - - 17.80%
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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 4/8/2021 1,192.54 3.70% 5.50% - 4.10%
Pareto Nordic Corporate Bond A (EUR) 4 4/8/2021 110.11 2.50% - - 2.50%
Pareto Nordic Corporate Bond B (NOK) 4 4/8/2021 1,281.33 4.10% 6.00% - 4.70%
Pareto Nordic Corporate Bond C (SEK) 4 4/8/2021 1,070.74 2.50% 4.20% - 2.80%
Pareto Nordic Corporate Bond D (SEK) 4 4/8/2021 110.13 3.00% - - 3.00%
Pareto Nordic Corporate Bond H (EUR) 4 4/8/2021 113.52 2.90% - - 3.20%
Pareto Nordic Corporate Bond H (USD) 4 4/8/2021 124.02 5.20% - - 5.40%
Pareto Nordic Corporate Bond H DIS (USD) 4 4/8/2021 98.97 - - - -0.70%
Pareto Nordic Corporate Bond H (CHF) 4 4/8/2021 103.85 - - - 2.20%
Pareto Nordic Corporate Bond H (GBP) 4 4/8/2021 115.60 - - - 14.60%
Pareto Nordic Corporate Bond I (EUR) 4 4/8/2021 109.62 3.10% - - 3.00%
Pareto Nordic Corporate Bond I DIS (EUR) 4 4/8/2021 976.28 - - - 2.30%
Pareto Nordic Corporate Bond I (NOK) 4 4/8/2021 1,184.88 4.30% - - 4.40%
Pareto Nordic Corporate Bond I (SEK) 4 4/8/2021 1,084.32 - - - -
Pareto ESG Global Corporate Bond A (SEK) 4 4/8/2021 109.93 1.00% 1.90% - 1.60%
Pareto ESG Global Corporate Bond A DIS (SEK) 4 4/8/2021 92.08 0.60% - - 0.10%
Pareto ESG Global Corporate Bond A DIS (USD) 4 4/8/2021 101.17 - - - 0.60%
Pareto ESG Global Corporate Bond A (EUR) 4 4/8/2021 111.39 1.10% 2.00% - 2.10%
Pareto ESG Global Corporate Bond B (SEK) 4 4/8/2021 113.04 1.50% 2.40% - 2.00%
Pareto ESG Global Corporate Bond B DIS (SEK) 4 4/8/2021 93.46 1.00% - - 0.50%
Pareto ESG Global Corporate Bond C (NOK) 4 4/8/2021 117.26 1.90% 3.00% - 2.70%
Pareto ESG Global Corporate Bond D (NOK) 4 4/8/2021 120.55 2.40% 3.40% - 3.10%
Pareto ESG Global Corporate Bond H (EUR) 4 4/8/2021 105.34 - - - 2.00%
Pareto ESG Global Corporate Bond H (GBP) 4 4/8/2021 105.12 - - - -
Pareto ESG Global Corporate Bond H DIS (GBP) 4 4/8/2021 100.71 - - - -
Pareto ESG Global Corporate Bond H (USD) 3 4/8/2021 108.92 - - - 3.40%
Pareto ESG Global Corporate Bond I (NOK) 4 4/8/2021 114.85 2.60% - - 3.00%
Pareto ESG Global Corporate Bond I (SEK) 4 4/8/2021 107.06 1.60% - - 1.70%
Pareto Nordic Cross Credit A (NOK) 3 4/8/2021 1,034.41 - - - 2.50%
Pareto Nordic Cross Credit A (SEK) 3 4/8/2021 1,032.58 - - - 2.40%
Pareto Nordic Cross Credit A (EUR) 3 4/8/2021 107.91 - - - -
Pareto Nordic Cross Credit H (NOK) 3 4/8/2021 1,036.64 - - - 2.70%
Pareto Nordic Cross Credit H (EUR) 3 4/8/2021 103.18 - - - 2.30%
Pareto Nordic Cross Credit H (USD) 3 4/8/2021 104.42 - - - 3.20%
Pareto Nordic Cross Credit H-I (NOK) 3 4/8/2021 1,037.13 - - - 2.70%
Pareto Nordic Cross Credit H-I (EUR) 3 4/8/2021 102.30 - - - 1.80%
Pareto Nordic Cross Credit I (NOK) 3 4/8/2021 1,038.53 - - - 2.80%
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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
Pareto Nordic Alpha A (NOK) 7 4/8/2021 215.73 8.30% 7.30% - 9.60%
Pareto Nordic Alpha B (NOK) 7 4/8/2021 221.35 8.80% 7.70% - 10.00%

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