Skip to main content
Aksjefond logo

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 6/20/2024 1,759.12 5.80% 12.50% - 10.50%
Pareto Nordic Equity B (SEK) 5 6/20/2024 1,607.87 5.80% 10.30% - 8.80%
Pareto Nordic Equity B (EUR) 5 6/20/2024 154.95 2.70% 9.20% - 8.20%
Pareto Nordic Equity C (NOK) 5 6/20/2024 1,794.47 6.20% 12.90% - 10.90%
Pareto Nordic Equity D (NOK) 5 6/20/2024 1,845.80 6.70% 13.50% - 11.50%
Pareto Nordic Equity D (SEK) 5 6/20/2024 1,139.51 - - - 4.60%
Pareto Nordic Equity D (EUR) 5 6/20/2024 162.55 3.60% 10.10% - 9.10%
Pareto Nordic Equity I (NOK) 5 6/20/2024 1,876.26 7.00% 13.80% - 11.80%
Alternate text for image

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 6/20/2024 1,387.10 4.70% 4.30% - 4.40%
Pareto Nordic Corporate Bond A (EUR) 4 6/20/2024 124.23 3.70% 3.30% - 3.10%
Pareto Nordic Corporate Bond A (USD) 4 6/20/2024 110.21 - - - -
Pareto Nordic Corporate Bond B (NOK) 4 6/20/2024 1,511.99 5.20% 4.80% - 4.90%
Pareto Nordic Corporate Bond C (SEK) 4 6/20/2024 1,217.36 3.90% 3.50% - 3.30%
Pareto Nordic Corporate Bond D (SEK) 4 6/20/2024 126.99 4.40% 4.00% - 3.80%
Pareto Nordic Corporate Bond H (EUR) 4 6/20/2024 129.93 4.20% 3.80% - 3.70%
Pareto Nordic Corporate Bond H (USD) 4 6/20/2024 149.43 5.90% 5.50% - 5.70%
Pareto Nordic Corporate Bond H DIS (USD) 4 6/20/2024 101.86 0.50% - - 0.40%
Pareto Nordic Corporate Bond H (CHF) 4 6/20/2024 114.54 2.90% - - 2.80%
Pareto Nordic Corporate Bond H (GBP) 4 6/20/2024 137.67 5.50% - - 7.80%
Pareto Nordic Corporate Bond I (EUR) 4 6/20/2024 126.24 4.40% 4.00% - 3.80%
Pareto Nordic Corporate Bond I DIS (EUR) 4 6/20/2024 992.73 0.10% 1.10% - 1.30%
Pareto Nordic Corporate Bond I (NOK) 4 6/20/2024 1,406.67 5.40% 5.00% - 4.90%
Pareto Nordic Corporate Bond I (SEK) 4 6/20/2024 1,257.79 4.60% - - 6.00%
Pareto ESG Global Corporate Bond A (SEK) 4 6/20/2024 112.79 0.60% 1.40% - 1.30%
Pareto ESG Global Corporate Bond A DIS (SEK) 4 6/20/2024 86.32 -2.30% -0.70% - -0.90%
Pareto ESG Global Corporate Bond A DIS (USD) 4 6/20/2024 96.17 -1.90% -0.80% - -0.70%
Pareto ESG Global Corporate Bond A (EUR) 4 6/20/2024 113.38 0.40% 1.20% - 1.50%
Pareto ESG Global Corporate Bond B (SEK) 4 6/20/2024 117.66 1.10% 1.80% - 1.80%
Pareto ESG Global Corporate Bond B DIS (SEK) 4 6/20/2024 88.83 -1.90% -0.30% - -0.50%
Pareto ESG Global Corporate Bond C (NOK) 4 6/20/2024 122.30 1.20% 1.90% - 2.20%
Pareto ESG Global Corporate Bond D (NOK) 4 6/20/2024 127.56 1.60% 2.40% - 2.70%
Pareto ESG Global Corporate Bond H (EUR) 4 6/20/2024 108.73 0.80% 1.70% - 1.50%
Pareto ESG Global Corporate Bond H (GBP) 4 6/20/2024 112.74 2.10% - - 3.20%
Pareto ESG Global Corporate Bond H DIS (GBP) 4 6/20/2024 95.65 -2.00% - - -1.20%
Pareto ESG Global Corporate Bond H (USD) 3 6/20/2024 118.61 2.60% 3.30% - 3.00%
Pareto ESG Global Corporate Bond I (NOK) 4 6/20/2024 104.21 - - - 1.50%
Pareto ESG Global Corporate Bond I (SEK) 4 6/20/2024 112.12 1.30% 2.00% - 1.60%
Pareto Nordic Cross Credit R (NOK) 3 6/20/2024 1,147.79 4.00% - - 4.00%
Pareto Nordic Cross Credit R (SEK) 3 6/20/2024 1,121.43 3.30% - - 3.40%
Pareto Nordic Cross Credit R (EUR) 3 6/20/2024 110.96 3.00% - - 3.00%
Pareto Nordic Cross Credit A (NOK) 3 6/20/2024 1,178.84 4.20% - - 3.70%
Pareto Nordic Cross Credit A (SEK) 3 6/20/2024 1,151.20 3.50% - - 3.10%
Pareto Nordic Cross Credit A (EUR) 3 6/20/2024 119.19 3.20% - - 4.30%
Pareto Nordic Cross Credit A DIS (EUR) 3 6/20/2024 101.35 - - - -
Pareto Nordic Cross Credit H (NOK) 3 6/20/2024 1,187.06 4.40% - - 3.80%
Pareto Nordic Cross Credit H (SEK) 3 6/20/2024 1,105.42 - - - 3.70%
Pareto Nordic Cross Credit H (EUR) 3 6/20/2024 109.65 - - - 3.40%
Pareto Nordic Cross Credit H (USD) 3 6/20/2024 121.93 5.00% - - 4.40%
Pareto Nordic Cross Credit H-I (NOK) 3 6/20/2024 1,189.18 4.40% - - 3.90%
Pareto Nordic Cross Credit H-I (EUR) 3 6/20/2024 113.68 3.40% - - 2.90%
Pareto Nordic Cross Credit H-I DIS (EUR) 3 6/20/2024 102.68 0.80% - - 0.90%
Pareto Nordic Cross Credit I (NOK) 3 6/20/2024 1,194.56 4.50% - - 4.00%
Pareto Nordic Cross Credit I (EUR) 3 6/20/2024 101.81 - - - -
Pareto Nordic Cross Credit H (CHF) 3 6/20/2024 103.25 - - - -
Alternate text for image

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

I would like to invest

Would you like to invest with us or know more about our services? Please fill in your contact details, and we will be in touch shortly.