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The fund is split into three share classes

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

Select period

 - 

Share class A:

Minimum investment is 2000 NOK, and the annual management fee is 1.20 %.

  • Pareto Nordic Return A
  • 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 Return is managed by Tore Været and Patrick Meum. The portfolio managers also manage Pareto Investment Fund, and the fund’s equity investments will as such consist of similar investments as its sister fund.

Tore Været

Tore Været

Pareto Investment Fund / Pareto Nordic Return / Pareto Nordic Equity

Patrick Meum

Patrick Meum

Pareto Investment Fund / Pareto Nordic Return / Pareto Nordic Equity

The Nordic countries (Norway, Sweden, Denmark and Finland) complement each other and have a rich and varied business community that provides reasonable risk dispersion. They also provide exposure to global and emerging markets, with Nordic standards on corporate governance and limited political risk.

Top five investments:

  • Grieg Seafood
  • Scatec Solar
  • Norwegian Finans Holding
  • Danske Bank
  • Instalco Intressenter

 

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