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 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%.
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 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.
Fund performance throughout the year was characterised by low volatility combined with solid returns in the Nordic market, in both absolute and relative terms. The fund ended 2019 with positive returns every month and good market growth.
Please fill in your contact details, and we will be in touch shortly.
