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Pareto Investment Fund

Pareto Investment Fund is a flexible equity fund that invests in Norwegian companies across sectors. Minimum 80 per cent of the fund shall be invested in listed companies. The fund is suitable for investors willing to take on equity risk.

The fund is split into three share classes

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

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Share class B:

Minimum investment is 10 million NOK, and the annual management fee is 0.95%.

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

Simulated returns from 31.12.2006–29.11.2013 are based on historical returns for unit class A (established 1985), adjusted for management fees for unit class B. Simulated returns and risk figures are provided for illustrative purposes only. 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. This is marketing communication.

Fund documents

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How we invest

Pareto Investment Fund is managed by senior portfolio manager Patrick Meum. The fund was established as early as 1985 and has been part of the Pareto group since 2010. Pareto Investment Fund has an active management strategy based on fundamental analysis, and the goal is to find companies that are undervalued in the market. The portfolio manager makes a thorough, fundamental analysis that includes assessments of companies' business models, competitive advantages, earnings ability, management, balance sheet, market position and pricing.

Patrick Meum

Patrick Meum

Lead portfolio manager

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