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The fund is available in three share classes

The share classes are distinguished by different management fees and minimum investments.

Select period


Share class D:

Minimum investment is 50 million NOK, and the annual management fee is 0.55%.

  • Accumulated return: %
  • Annualised return:
  • NAV: :

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on, market developments, the portfolio manager’s skill, the fund’s risk profile, as well as fees for subscription, management and redemption. Returns may become negative as a result of negative price developments.

Fund documents

How we invest

Pareto Global Corporate Bond is managed by Stefan Ericson and Mathias Lundmark. The fund is an actively managed, Nordic Swan Ecolabelled fixed income fund that meets tough demands on sustainability. Lead portfolio manager is Stefan Ericson.

Stefan Ericson

Stefan Ericson

Head of fixed income / Branch manager Stockholm

Mathias Lundmark

Mathias Lundmark

Portfolio manager

The companies in the fund will have broad global sales or be a leading niche player with a strong market position. The portfolio is broadly diversified in both sector and geography. 

A Nordic Swan Ecolabelled fund is a sustainably-labelled alternative for savers and investors that are committed to the impact on the world of tomorrow, and an instrument for fund management companies to show that their funds fulfil stringent requirements.


Top five holdings:

  • Upm Kymmene
  • Scan Global
  • Iqvia
  • Jacob Holm
  • Techem

Total holdings (as of 30.06.2020) 

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