Pareto Obligasjon
Pareto Obligasjon is a fixed income fund investing in interest-bearing securities with good credit quality (investment grade), denominated in Norwegian kroner. It is 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 and minimum investments.
Select period
-Share class C:
Minimum investment is 50 million NOK, and the annual management fee is 0.15%.
- Accumulated return: %
- Annualised return:
- NAV: :
Reporting start date: 25.02.2020. Simulated returns from 11.11.2019–24.02.2020 are based on historical returns for unit class A, adjusted for management fees for unit class C. Simulated returns are only intended as an illustration. 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 Obligasjon is managed by Christian Weldingh. Our investment philosophy is based on fundamental analysis focused on creating good risk-adjusted returns. We take into account macroeconomic developments and the structure of the yield curve and exploit differences in credit premiums across sectors.
Christian Weldingh
Senior portfolio manager
Morten Nordahl Vik
Portfolio manager
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