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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 Aksje Norge A 6 2/22/2024 9,961.11 9.20% 8.00% 7.80% 10.40%
Pareto Aksje Norge B 6 2/22/2024 3,267.43 9.30% 8.20% 7.80% 10.50%
Pareto Aksje Norge C 6 2/22/2024 2,279.60 10.00% 8.90% 8.50% 11.20%
Pareto Aksje Norge D 6 2/22/2024 2,379.22 10.50% 9.50% 9.00% 11.80%
Pareto Aksje Norge I 6 2/22/2024 12,912.18 10.80% 9.70% 9.30% 12.10%
Pareto Nordic Equity B 5 2/22/2024 1,542.23 4.90% 9.00% - 8.50%
Pareto Nordic Equity C 5 2/22/2024 1,571.43 5.30% 9.40% - 8.90%
Pareto Nordic Equity D 5 2/22/2024 1,613.73 5.80% 9.90% - 9.40%
Pareto Nordic Equity I 5 2/22/2024 1,638.81 6.20% 10.20% - 9.70%
Pareto Global A 5 2/22/2024 5,037.88 14.50% 15.20% 11.90% 10.00%
Pareto Global B 6 2/22/2024 4,350.12 14.80% 16.00% 12.40% 10.50%
Pareto Global C 6 2/22/2024 4,572.18 15.20% 16.40% 12.80% 11.00%
Pareto Global D 6 2/22/2024 4,857.98 15.80% 17.00% 13.30% 11.50%
Pareto Global I 6 2/22/2024 2,688.58 16.10% 17.20% 13.60% 11.80%
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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 4 2/22/2024 1,349.24 4.60% 4.20% - 4.20%
Pareto Nordic Corporate Bond B 4 2/22/2024 1,468.57 5.00% 4.60% - 4.80%
Pareto ESG Global Corporate Bond A (EUR) 4 2/22/2024 112.15 0.30% 1.20% - 1.40%
Pareto ESG Global Corporate Bond C 4 2/22/2024 120.77 1.10% 1.90% - 2.10%
Pareto ESG Global Corporate Bond D 4 2/22/2024 125.78 1.50% 2.40% - 2.60%
Pareto ESG Global Corporate Bond I 4 2/22/2024 102.69 -3.60% - - -1.30%
Pareto Nordic Cross Credit R 3 2/22/2024 1,121.25 3.60% - - 3.70%
Pareto Nordic Cross Credit A 3 2/22/2024 1,150.97 3.80% - - 3.40%
Pareto Nordic Cross Credit H 3 2/22/2024 1,158.42 3.90% - - 3.50%
Pareto Likviditet A 1 2/22/2024 1,007.02 2.70% 2.30% 1.90% 3.10%
Pareto Likviditet B 1 2/22/2024 1,010.88 2.80% 2.40% 2.00% 3.20%
Pareto Likviditet C 1 2/22/2024 1,011.94 2.90% 2.40% 2.00% 3.30%
Pareto Obligasjon A 2 2/22/2024 1,036.73 3.10% - - 3.10%
Pareto Obligasjon B 2 2/22/2024 1,029.29 3.20% - - 3.20%
Pareto Obligasjon C 2 2/22/2024 1,021.82 3.30% - - 3.30%

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Documents

Subscription forms

  • Investors who wish to invest are required to submit a subscription form. The form also includes important information about practices and costs associated with transactions in the funds.

  • Investors who wish to invest in Pareto SICAV, including Pareto Nordic Corporate Bond, Pareto Global Corporate Bond, Pareto Nordic Equity and Pareto Nordic Alpha, are required to submit a subscription form and may use this transaction form.

  • Anti Money Laundering legislation requires all financial institutions to conduct an assessment of the risk of being exploited for purposes of money laundering or the financing of terrorism.

  • Anti Money Laundering legislation requires all financial institutions to conduct an assessment of the risk of being exploited for purposes of money laundering or the financing of terrorism.

Other important documents