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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 6/22/2022 1,211.55 7.50% - - 5.40%
Pareto Nordic Equity B (SEK) 5 6/22/2022 1,133.57 4.80% - - 3.50%
Pareto Nordic Equity B (EUR) 5 6/22/2022 114.86 4.70% - - 3.90%
Pareto Nordic Equity C (NOK) 5 6/22/2022 1,227.22 7.90% - - 5.80%
Pareto Nordic Equity D (NOK) 5 6/22/2022 1,249.85 8.50% - - 6.30%
Pareto Nordic Equity D (SEK) 5 6/22/2022 789.86 - - - -
Pareto Nordic Equity D (EUR) 5 6/22/2022 118.44 5.60% - - 4.80%
Pareto Nordic Equity I (NOK) 5 6/22/2022 1,263.07 8.80% - - 6.60%
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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 6/22/2022 1,181.03 1.70% 2.80% - 3.20%
Pareto Nordic Corporate Bond A (EUR) 4 6/22/2022 107.68 0.70% 1.60% - 1.50%
Pareto Nordic Corporate Bond B (NOK) 4 6/22/2022 1,275.85 2.10% 3.20% - 3.80%
Pareto Nordic Corporate Bond C (SEK) 4 6/22/2022 1,051.46 0.90% 1.70% - 2.00%
Pareto Nordic Corporate Bond D (SEK) 4 6/22/2022 108.71 1.30% - - 1.90%
Pareto Nordic Corporate Bond H (EUR) 4 6/22/2022 111.61 1.10% 2.10% - 2.10%
Pareto Nordic Corporate Bond H (USD) 4 6/22/2022 123.29 2.60% 4.00% - 4.00%
Pareto Nordic Corporate Bond H DIS (USD) 4 6/22/2022 94.62 - - - -2.10%
Pareto Nordic Corporate Bond H (CHF) 4 6/22/2022 101.86 - - - 0.60%
Pareto Nordic Corporate Bond H (GBP) 4 6/22/2022 114.81 - - - 6.30%
Pareto Nordic Corporate Bond I (EUR) 4 6/22/2022 108.02 1.30% - - 1.80%
Pareto Nordic Corporate Bond I DIS (EUR) 4 6/22/2022 930.92 -0.40% - - 0.30%
Pareto Nordic Corporate Bond I (NOK) 4 6/22/2022 1,182.51 2.30% 3.40% - 3.30%
Pareto Nordic Corporate Bond I (SEK) 4 6/22/2022 1,072.62 - - - 3.70%
Pareto ESG Global Corporate Bond A (SEK) 4 6/22/2022 101.49 -1.30% -1.10% - 0.20%
Pareto ESG Global Corporate Bond A DIS (SEK) 4 6/22/2022 82.81 -2.60% - - -2.20%
Pareto ESG Global Corporate Bond A DIS (USD) 4 6/22/2022 91.26 -3.10% - - -2.80%
Pareto ESG Global Corporate Bond A (EUR) 4 6/22/2022 102.43 -1.40% -1.10% - 0.40%
Pareto ESG Global Corporate Bond B (SEK) 4 6/22/2022 104.92 -0.80% -0.70% - 0.70%
Pareto ESG Global Corporate Bond B DIS (SEK) 4 6/22/2022 84.52 -2.10% - - -1.80%
Pareto ESG Global Corporate Bond C (NOK) 4 6/22/2022 108.92 -0.70% -0.30% - 1.20%
Pareto ESG Global Corporate Bond D (NOK) 4 6/22/2022 112.59 -0.20% 0.20% - 1.60%
Pareto ESG Global Corporate Bond H (EUR) 4 6/22/2022 97.39 -0.90% - - -0.70%
Pareto ESG Global Corporate Bond H (GBP) 4 6/22/2022 98.09 - - - -1.00%
Pareto ESG Global Corporate Bond H DIS (GBP) 4 6/22/2022 91.07 - - - -6.20%
Pareto ESG Global Corporate Bond H (USD) 3 6/22/2022 101.86 0.30% - - 0.50%
Pareto ESG Global Corporate Bond I (NOK) 4 6/22/2022 91.63 - - - -
Pareto ESG Global Corporate Bond I (SEK) 4 6/22/2022 99.61 -0.60% -0.50% - -0.10%
Pareto Nordic Cross Credit R (NOK) 3 6/22/2022 1,007.71 - - - 0.50%
Pareto Nordic Cross Credit R (SEK) 3 6/22/2022 997.00 - - - -0.20%
Pareto Nordic Cross Credit R (EUR) 3 6/22/2022 99.20 - - - -0.50%
Pareto Nordic Cross Credit A (NOK) 3 6/22/2022 1,031.78 - - - 1.20%
Pareto Nordic Cross Credit A (SEK) 3 6/22/2022 1,020.32 - - - 0.80%
Pareto Nordic Cross Credit A (EUR) 3 6/22/2022 106.23 - - - 2.80%
Pareto Nordic Cross Credit H (NOK) 3 6/22/2022 1,035.90 - - - 1.40%
Pareto Nordic Cross Credit H (SEK) 3 6/22/2022 976.44 - - - -
Pareto Nordic Cross Credit H (EUR) 3 6/22/2022 97.43 - - - -
Pareto Nordic Cross Credit H (USD) 3 6/22/2022 104.07 - - - 1.60%
Pareto Nordic Cross Credit H-I (NOK) 3 6/22/2022 1,036.87 - - - 1.40%
Pareto Nordic Cross Credit H-I (EUR) 3 6/22/2022 100.93 - - - 0.40%
Pareto Nordic Cross Credit H-I DIS (EUR) 3 6/22/2022 96.97 - - - -2.70%
Pareto Nordic Cross Credit I (NOK) 3 6/22/2022 1,039.50 - - - 1.50%
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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 6/22/2022 185.29 2.50% 1.70% - 6.60%
Pareto Nordic Alpha B (NOK) 7 6/22/2022 191.30 3.00% 2.20% - 7.10%

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