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 Investment Fund A 5 6/13/2019 290,738.64 5.50% 9.30% 13.00% 7.20%
Pareto Investment Fund B 5 6/13/2019 18,253.36 6.40% 10.20% - 11.50%
Pareto Investment Fund C 5 6/13/2019 18,707.33 6.80% 10.70% - 12.00%
Pareto Aksje Norge A 5 6/13/2019 6,668.94 13.80% 5.60% 7.80% 10.80%
Pareto Aksje Norge B 5 6/13/2019 2,174.25 14.30% 5.20% 7.90% 10.80%
Pareto Aksje Norge C 5 6/13/2019 1,470.04 15.20% 6.00% 8.90% 11.60%
Pareto Aksje Norge D 5 6/13/2019 1,498.94 15.70% 6.50% 9.50% 12.20%
Pareto Aksje Norge I 5 6/13/2019 8,040.23 16.00% 6.70% 9.50% 12.40%
Pareto Nordic Equity B 5 6/13/2019 967.00 - - - -
Pareto Nordic Equity C 5 6/13/2019 969.10 - - - -
Pareto Nordic Equity D 5 6/13/2019 972.13 - - - -
Pareto Nordic Equity I 5 6/13/2019 973.93 - - - -
Pareto Global A 5 6/13/2019 2,599.94 8.50% 8.80% 11.60% 7.20%
Pareto Global B 5 6/13/2019 2,183.34 8.40% 8.90% - 12.50%
Pareto Global C 5 6/13/2019 2,257.57 8.80% 9.40% - 13.10%
Pareto Global D 5 6/13/2019 2,343.17 9.30% 9.90% 13.20% 7.00%
Pareto Global I 5 6/13/2019 1,281.84 9.60% - - 6.50%
Alternate text for image

Balanced funds

Balanced funds invest in equities and fixed income. Our investment strategies primarily invest in listed equities and fixed income in the Nordic market.

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 Return A 4 6/13/2019 100,683.77 2.40% 7.10% 11.60% 8.30%
Pareto Nordic Return B 4 6/13/2019 6,584.69 2.70% - - 6.40%
Pareto Nordic Return C 4 6/13/2019 6,523.33 3.20% - - 6.30%
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 3 6/13/2019 1,122.01 6.60% - - 4.40%
Pareto Nordic Corporate Bond B 3 6/13/2019 1,195.75 7.10% - - 5.10%
Pareto Global Corporate Bond C 3 6/13/2019 111.01 2.60% - - 2.50%
Pareto Global Corporate Bond D 3 6/13/2019 113.21 3.00% - - 3.00%
Pareto Global Corporate Bond I 3 6/13/2019 107.48 - - - 2.60%
Pareto Høyrente 2 6/13/2019 1,061.37 3.30% 0.90% 3.20% 3.00%
Pareto Obligasjon 1 6/13/2019 1,006.99 1.10% 1.30% 2.50% 3.90%
Pareto Likviditet 1 6/13/2019 996.82 1.30% 1.40% 2.10% 3.30%
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 Total A 5 5/31/2019 161.76 8.80% - - 5.30%
Pareto Total B 5 5/31/2019 160.25 8.60% - - 5.10%
Pareto Total I 5 5/31/2019 127.64 8.90% - - 7.40%
Pareto Nordic Alpha A 7 6/13/2019 172.31 4.60% 5.10% - 8.60%
Pareto Nordic Alpha B 7 6/13/2019 175.65 5.00% 5.60% - 9.10%
Pareto Nordic Omega B 4 5/31/2019 280.08 - - - -1.00%
Pareto Nordic Omega I 4 5/31/2019 99.63 - - - -0.40%

Our investment philosophy

We are an active fund manager, striving to deliver solid returns to our investors through active investment decisions.

Our portfolio managers have a close relation to your investments, and are continuously pursuing investment cases that will deliver the best long term returns for you.

Do you have any questions?

Would you like us to contact you?

Please fill in your contact details, and we will be in touch shortly.