Pareto Nordic Equity D NOK

The sub-fund aims to achieve the best possible return over the long term, relative to the risk taken by the sub-fund.

The sub-fund primarily invests in equities listed on a stock exchange or other regulated market in the Nordic region. It acquires stocks of companies with no particular focus on an industrial sector or the market capitalisation of companies. Additionally, the sub-fund may invest up to 20% of its assets in Fixed Income Instruments, primarily Sovereign Bonds and to a lesser extent in Convertible Bonds.

Investors should be aware that the sub-fund is actively managed without reference to a benchmark, and may use financial derivatives for both investment and hedging purposes. While the purpose of investing in derivatives is not to achieve leverage, transactions in FDIs may leverage the sub-fund due to the inherent leverage in such instruments. Additionally, the sub-fund may not invest more than 10% of its net assets in UCITS or other UCIs with similar investment policy.

https://paretoam.com/en/luxembourg/our-funds/pareto-nordic-equity-b-nok/