Top five holdings:
- Wallenius Wilhelmsen ASA
- Nordax Group AB
- Media and Games Invest
- Kistefos AS
- Bulk Infrastructure
Pareto Nordic Corporate Bond
The fund has a well-diversified portfolio of Nordic high-yield bonds with a strong risk adjusted performance. It is suitable for investors with an investment horizon of minimum two years.
The fund is available in two share classes
The share classes are distinguished by different management fees and minimum investments.
Select period
-Share class B:
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. This is marketing communication.
Fund documents
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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.
How we invest
Pareto Nordic Corporate Bond is managed by Øyvind Hamre and Stefan Ericson. It is actively managed and widely diversified in both the sector and geography in the Nordic market. The investment management is fundamental, with thorough credit analysis. The goal is to generate a good return while controlling liquidity risk. All positions are currency hedged to Norwegian kroner. Lead portfolio manager is Øyvind Hamre.
Øyvind Hamre
Lead portfolio manager
Stefan Ericson
Lead portfolio manager / Branch manager Stockholm
Thomas Larsen
Portfolio manager
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