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The fund is available in two share classes

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

Select period

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Share class I:

Minimum investment is 20 million NOK, and the annual management fee is based on a fixed fee of 0.95 % with a performance based element.

  • 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.

Fund documents

How we invest

Pareto Nordic Omega 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.

Christian Nygaard

Christian Nygaard

Pareto Nordic Alpha / Pareto Nordic Omega

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.

Top five investments:

  • Valmet
  • Scatec Solar
  • Kesko
  • Storebrand
  • Coor Service Management Holding

 

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