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  1. Monthly reports May 2024

    Most economists agree that policy rates have peaked for both the Fed and the ECB. The question is rather when interest rate cuts can begin to take place. At the moment there is divergence between Europe and the US, where the US economy has proven to be stronger than many expected. Although forecasts are always uncertain, it looks like Europe will lead the way with interest rate cuts. Already in May, the Swedish Riksbank showed the way by lowering the interest rate by 0.25 percentage points to 3.75% for the first time in 8 years. The market is pricing in an ECB rate cut in June, while a possible US interest rate cut is not expected to take place until September.

  2. Monthly reports April 2024

    “Little did you know. Your home’s really only a town you’re just a guest in (take me to Florida) So you work your life away. Just to pay for a timeshare down in Destin (take me to Florida) " Florida, Taylor Swift, 2024

  3. Swing pricing

    Pareto Asset Management AS has established procedures for swing pricing in accordance with the prospectus, to further improve protection of long-term unit holders, and shield existing holders from bearing trading related costs associated with the subscription and redemption of units.

  4. Monthly reports March 2024

    “There are ways to get there. If you care enough for the living. Make a little space. Make a better place.” (Heal the World, Michael Jackson, 1991)

  5. Sustainability report 2023

    One of our obligations as a Swan-labelled fixed income fund is to publish an annual report on the sustainability performance of the fund.

  6. Monthly reports February 2024

    “Saying’, (this is my message to you). Singing’ don’t worry ’bout a thing ‘Cause every little thing gonna be alright.” (Three Little Birds, Bob Marley)

  7. Monthly reports January 2024

    “Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it” (Albert Einstein)

  8. Monthly reports December 2023

    Here in the Nordics, we go through the darkest days of the year in the month of December. The early part of the fourth quarter looked dark in the market as well, but a remarkable turnaround during the months of November and December spread a bit of joy. For the fund, December was also an exceptionally strong performance month for our unitholders.

  9. Monthly reports November 2023

    As for superior returns, we are very happy about the fund’s November return. November 2023 ended with the second-best monthly performance the fund has had since its inception in 2015.

  10. Merger information

    Pareto Asset Management would like to announce that the merger between Pareto Investment Fund (merging fund) and Pareto Aksje Norge (receiving fund) has been completed.