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 1/21/2022 1,446.73 13.20% - - 12.10%
Pareto Nordic Equity B (SEK) 5 1/21/2022 1,374.04 12.50% - - 10.40%
Pareto Nordic Equity B (EUR) 5 1/21/2022 142.44 11.90% - - 11.80%
Pareto Nordic Equity C (NOK) 5 1/21/2022 1,463.32 13.60% - - 12.50%
Pareto Nordic Equity D (NOK) 5 1/21/2022 1,487.22 14.20% - - 13.10%
Pareto Nordic Equity D (SEK) 5 1/21/2022 954.08 - - - -
Pareto Nordic Equity D (EUR) 5 1/21/2022 146.36 12.80% - - 12.80%
Pareto Nordic Equity I (NOK) 5 1/21/2022 1,501.11 14.50% - - 13.40%
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 1/21/2022 1,232.83 4.20% 4.40% - 4.10%
Pareto Nordic Corporate Bond A (EUR) 4 1/21/2022 113.06 3.10% - - 2.70%
Pareto Nordic Corporate Bond B (NOK) 4 1/21/2022 1,329.32 4.60% 4.90% - 4.70%
Pareto Nordic Corporate Bond C (SEK) 4 1/21/2022 1,102.10 3.30% 3.30% - 2.90%
Pareto Nordic Corporate Bond D (SEK) 4 1/21/2022 113.74 3.80% - - 3.20%
Pareto Nordic Corporate Bond H (EUR) 4 1/21/2022 116.97 3.60% - - 3.30%
Pareto Nordic Corporate Bond H (USD) 4 1/21/2022 128.55 5.30% - - 5.30%
Pareto Nordic Corporate Bond H DIS (USD) 4 1/21/2022 99.65 - - - -0.20%
Pareto Nordic Corporate Bond H (CHF) 4 1/21/2022 106.81 - - - 2.70%
Pareto Nordic Corporate Bond H (GBP) 4 1/21/2022 119.69 - - - 10.20%
Pareto Nordic Corporate Bond I (EUR) 4 1/21/2022 113.12 3.80% - - 3.20%
Pareto Nordic Corporate Bond I DIS (EUR) 4 1/21/2022 983.25 2.30% - - 2.00%
Pareto Nordic Corporate Bond I (NOK) 4 1/21/2022 1,231.11 4.80% - - 4.50%
Pareto Nordic Corporate Bond I (SEK) 4 1/21/2022 1,121.56 - - - 7.80%
Pareto ESG Global Corporate Bond A (SEK) 4 1/21/2022 110.73 2.20% 1.20% - 1.50%
Pareto ESG Global Corporate Bond A DIS (SEK) 4 1/21/2022 90.96 1.10% - - -0.20%
Pareto ESG Global Corporate Bond A DIS (USD) 4 1/21/2022 99.96 - - - 0.00%
Pareto ESG Global Corporate Bond A (EUR) 4 1/21/2022 111.87 2.20% 1.20% - 1.90%
Pareto ESG Global Corporate Bond B (SEK) 4 1/21/2022 114.26 2.70% 1.60% - 2.00%
Pareto ESG Global Corporate Bond B DIS (SEK) 4 1/21/2022 92.67 1.50% - - 0.20%
Pareto ESG Global Corporate Bond C (NOK) 4 1/21/2022 118.46 2.90% 2.00% - 2.50%
Pareto ESG Global Corporate Bond D (NOK) 4 1/21/2022 122.23 3.30% 2.50% - 3.00%
Pareto ESG Global Corporate Bond H (EUR) 4 1/21/2022 106.16 2.60% - - 1.80%
Pareto ESG Global Corporate Bond H (GBP) 4 1/21/2022 106.47 - - - 4.50%
Pareto ESG Global Corporate Bond H DIS (GBP) 4 1/21/2022 99.73 - - - -0.50%
Pareto ESG Global Corporate Bond H (USD) 3 1/21/2022 110.44 4.10% - - 3.00%
Pareto ESG Global Corporate Bond I (NOK) 4 1/21/2022 99.39 - - - -
Pareto ESG Global Corporate Bond I (SEK) 4 1/21/2022 108.39 2.90% - - 1.70%
Pareto Nordic Cross Credit R (NOK) 3 1/21/2022 1,031.06 - - - 2.90%
Pareto Nordic Cross Credit R (SEK) 3 1/21/2022 1,025.10 - - - 2.40%
Pareto Nordic Cross Credit R (EUR) 3 1/21/2022 102.12 - - - 2.00%
Pareto Nordic Cross Credit A (NOK) 3 1/21/2022 1,054.93 - - - 2.50%
Pareto Nordic Cross Credit A (SEK) 3 1/21/2022 1,048.42 - - - 2.20%
Pareto Nordic Cross Credit A (EUR) 3 1/21/2022 109.29 - - - 5.20%
Pareto Nordic Cross Credit H (NOK) 3 1/21/2022 1,058.48 - - - 2.70%
Pareto Nordic Cross Credit H (SEK) 3 1/21/2022 1,002.53 - - - -
Pareto Nordic Cross Credit H (EUR) 3 1/21/2022 100.18 - - - -
Pareto Nordic Cross Credit H (USD) 3 1/21/2022 106.53 - - - 3.00%
Pareto Nordic Cross Credit H-I (NOK) 3 1/21/2022 1,059.28 - - - 2.70%
Pareto Nordic Cross Credit H-I (EUR) 3 1/21/2022 103.76 - - - 1.80%
Pareto Nordic Cross Credit H-I DIS (EUR) 3 1/21/2022 99.99 - - - -
Pareto Nordic Cross Credit I (NOK) 3 1/21/2022 1,061.54 - - - 2.80%
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
Pareto Nordic Alpha A (NOK) 7 1/21/2022 209.72 7.40% 5.70% - 8.40%
Pareto Nordic Alpha B (NOK) 7 1/21/2022 216.03 7.90% 6.20% - 8.80%

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.