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Equity funds

Our equity funds have a minimum of 80 per cent of the capital invested in equity markets. The funds in this category are suitable for anyone with a long-term investment horizon of 5 years or more.

Fund / Share class Risk 1-7 Date updated Rate Average last 3 years Average last 5 years Average last 10 years Since inception
Pareto Aksje Norge B 6 10/18/2021 2,927.82 8.30% 13.10% 10.00% 11.10%
Pareto Nordic Equity B 5 10/18/2021 1,405.15 - - - 12.20%
Pareto Nordic Equity D 5 10/18/2021 973.55 - - - -
Pareto Global B 6 10/18/2021 3,317.65 14.20% 12.00% 12.50% 8.90%
Pareto Global I 6 10/18/2021 1,943.43 17.80% 14.30% 15.50% 11.30%
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Fixed income funds

Our fixed income funds invest interest bearing financial instruments issued by Norwegian and international companies, municipalities and institutions. The funds in this category are suitable for anyone with a short- to medium term investment horizon of 6 months to 3 years.

Fund / Share class Risk 1-7 Date updated Rate Average last 3 years Average last 5 years Average last 10 years Since inception
Pareto ESG Global Corporate Bond A 4 10/18/2021 111.15 1.50% 1.40% - 1.60%
Pareto ESG Global Corporate Bond A DIS (SEK) 4 10/18/2021 91.90 0.60% - - 0.00%
Pareto ESG Global Corporate Bond A DIS (USD) 4 10/18/2021 100.90 - - - 0.40%
Pareto ESG Global Corporate Bond B 4 10/18/2021 114.55 1.90% 1.80% - 2.10%
Pareto ESG Global Corporate Bond B DIS (SEK) 4 10/18/2021 93.51 1.00% - - 0.50%
Pareto Nordic Corporate Bond C 4 10/18/2021 1,096.77 2.80% 3.70% - 3.00%
Pareto Nordic Corporate Bond D 4 10/18/2021 113.06 3.30% - - 3.30%
Pareto Nordic Cross Credit A 3 10/18/2021 1,045.64 - - - 2.40%
Quote: «Although it’s easy to forget, a share of stock is not a lottery ticket. It’s a part ownership of a business.» -Peter Lynch

Our investment philosophy

We are an active fund manager, striving to deliver solid returns to our investors through active investment decisions.

Our portfolio managers have a close relation to your investments, and are continuously pursuing investment cases that will deliver the best long term returns for you.