Pareto Nordic Alpha is a flexible fund investing in Nordic shares, through a variable equity exposure and with access to short sales.
The share classes are distinguished by different management fees and minimum investments.
Select period
-Share class A:
The Fund has no minimum investment, and the annual management fee is based on a fixed fee of 1.50% with a performance based element.
Returns until 23.06.2017 are based on the historical performance of Pareto Nordic UCITS - Pareto Nordic Alpha. The funds were merged as at 23.06.2017, where Pareto SICAV-Pareto Nordic Alpha was the receiving fund. 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.
Subscription/Redemption form (pdf)
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.
Pareto Nordic Alpha is managed by Christian Nygaard. The portfolio manager has the opportunity to vary the fund’s exposure to equities to manage risk on the basis of weaker market prospects or higher risks of drawdowns. The fund’s equity exposure can then be reduced.
The goal for the Investment Manager is not to attempt to time short-term market fluctuation, but rather to be prepared for major downturns. Stock selection is the main source of returns in the Fund.
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