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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

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Share class B:

Minimum investment is 10 million NOK, and the annual management fee is 0.95%.

  • Accumulated return: %
  • Annualised return:
  • NAV: :

Simulated returns from 31.12.2006–31.12.2014 are based on historical returns for unit class A (established 1987), adjusted for management fees for unit class B. Simulated returns and risk figures are provided for illustrative purposes only. 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 hybrid fund seeks quality companies with accomplished management and solid balance sheets, and corporate bonds within the cross over segment. The fund’s equity investments will consist of similar investments as its sister fund, Pareto Investment Fund. Lead portfolio manager is Tore Været.

Tore Været

Tore Været

Senior portfolio manager

Patrick Meum

Patrick Meum

Portfolio manager

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 holdings:

  • Novo Nordisk
  • Troax Group
  • Kitron
  • Nordic Semiconductor
  • Instalco Intressenter

 

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