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The fund is split into three share classes

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

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Share class B:

Minimum investment is 1 million NOK, and the annual management fee is based on a fixed fee of 1.00% 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. This is marketing communication.

Fund documents

How we invest

Pareto Total is managed by Bård Johannessen and Oddmund Nicolaisen Enæs. The investment team manage the fund with a long-term view, and have the flexibility and opportunity to invest in companies across countries and sectors, and between asset classes. This offers the manager the opportunity to act independently and to a certain degree counter cyclical. Moderate access to gearing increases the opportunities to generate returns in times of uncertainty and low valuations. Lead portfolio manager is Bård Johannessen.

Bård Johannessen

Bård Johannessen

Lead portfolio manager

Oddmund Nicolaisen Enæs

Oddmund Nicolaisen Enæs

Portfolio manager

Top five holdings:

  • Roche Holding AG
  • Deere & Co
  • The Walt Disney Company
  • Novo Nordisk AS
  • BMW 

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