Top five holdings:
- Storebrand Livsforsikring
- Nordax Group AB
- Swedavia AB
- Statnett
- Collector Bank
Pareto Nordic Cross Credit
Nordic fixed income fund investing in corporate bonds in a wide range of sectors. Low geopolitical risk and an ESG profile. Suitable for investors with an investment horizon of minimum one year.
The fund is available in three share classes
The share classes are distinguished by different management fees, minimum investments and currency.
Select period
-Share class R:
The fund has no minimum investment, and the annual management fee is 0.70%.
- 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 Cross Credit is managed by two senior portfolio managers, based in Oslo and Stockholm. The fund offers attractive diversification features, with relatively high cash yield and short duration. Bonds in the fund are mostly floating-rate notes (FRNs), reducing interest rate sensitivity to a minimum. Lead portfolio manager is Christian Weldingh.
Christian Weldingh
Senior portfolio manager
Gustaf Tegell
Senior portfolio manager
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