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Pareto Nordic Return A

Ranked 83 out of 152 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

Patrick Meum

Tore Været

Tore Vaeret is a portfolio manager at Pareto Asset Management based in Oslo. He joined the firm in 2007 and previously worked at Folketrygdfondet. He deals in Norwegian equities, using a stock picking investment style. Tore graduated from the University of Oslo and the University of Saint Gall in Switzerland with a degree in Economics and Business Administration.

Objective

The fund is a balanced fund with discretionary allocation between equities and fixed income. The fund invests mainly in securities listed on a stock exchange or other regulated market in the north. The Fund is actively managed. This implies that investment decisions are made on the basis of its own analyzes. The investment philosophy is based on analyzes of economic conditions, industry-specific factors and individual companies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible Other over : 30/11/2017 - 30/11/2018
  • Rank 83/152 Total Return
  • Rank 120/152 Standard Deviation
  • Rank 85/152 Max Drawdown
Fund Name Currency Loss
83 Global International Gl Active Alloctn A EUR Cap USD

-15.0%

84 Nowo Fund USD

-15.0%

85 Pareto Nordic Return A USD

-15.0%

85 Swedbank Robur Kapitaltrygg USD

-15.0%

87 Quesada Balanserad A USD

-15.1%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1% 0.3% 2.0%
2017 17.2% -0.1% 8.9% 10.9% -2.9%
2016 8.3% 3.7% -0.2% 7.4% -2.6%
2015 3.3% 1.7% 5.1% -7.3% 4.2%
2014 -4.7% 5.5% 2.5% -5.1% -7.2%
2013 21.2% 2.5% -4.0% 15.5% 6.8%
2012 27.7% 19.6% -8.6% 11.8% 4.5%
2011 -22.5% 1.3% -1.7% -26.1% 5.3%
2010 23.8% 2.4% -22.8% 27.5% 22.8%
2009 84.4% 4.4% 21.8% 28.2% 13.2%
2008 -45.2% -0.9% 4.9% -28.4% -26.4%
2007 20.2% 6.2% 7.6% 4.5% 0.7%
2006 18.3% 8.5% 1.7% -4.6% 12.4%
2005 11.9% 1.7% 1.8% 10.9% -2.6%
2004 30.5% 4.7% 0.5% 4.5% 18.7%
2003 33.4% -7.6% 14.0% 7.5% 17.8%
2002 10.1% 8.5% 4.6% -12.5% 10.8%
2001 -8.0% -2.2% -1.0% -12.7% 8.9%
2000 7.0% 3.1% 2.0% 7.8% -5.6%
1999 30.8% 4.9% 5.6% 5.3% 12.1%
1998 -38.4% 3.6% -14.6% -25.3% -6.7%
1997 22.0% 11.0% -5.7% 22.8% -5.1%
1996 26.7% 4.0% 2.9% 2.7% 15.2%
1995 21.0% 10.1% 6.7% 3.4% -0.5%
1994 10.8% 5.2% 0.2% -0.7% 5.8%
1993 19.6% 8.2% 2.1% 9.2% -0.8%
1992 -9.6% -5.6% 9.7% 2.3% -14.6%
1991 6.5% -10.0% -3.5% 10.9% 10.5%
1990 17.4% 3.1% 3.5% 5.5% 4.4%
1989 14.4% 0.2% -0.5% 7.1% 7.2%
1988 4.3% 2.1% -3.9% -1.9% 8.2%
1987 6.8% 0.8% 9.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date19/02/1987
  • Share Class size755Mn
  • Base currencyNOK
  • ISIN NO0010040504

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.20%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).