Pareto Aksje Norge B
Equity fund
1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet investerer i et begrenset antall aksjer som velges ut fra de 40-50 ledende selskapene på Oslo Børs. Viktige utvalgskriterier for fondets investeringer er selskaper med solid balanse, god historisk avkastning på egenkapital og rimelig prising. Fondet er aktivt forvaltet. Dette innebærer at investeringsbeslutningene tas på bakgrunn av egne analyser. Investeringsfilosofien kan karakteriseres som forsiktig, langsiktig og lite transaksjonsorientert. Vi følger solide og godt drevne selskaper med et langsiktig potensial og investerer som regel i 20-30 av dem.
Investment horizon
- Pareto Aksje Norge B is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
17 Sept 2025
- Start date30 Dec 2005
- ISINNO0010297898
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,80 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Yara International ASA6.1%
- Leroy Seafood Group ASA5.8%
- Equinor ASA5.8%
- Storebrand ASA5.7%
- SalMar ASA5.5%
- SpareBank 1 Sor Norge ASA5.1%
- Veidekke ASA4.9%
- Wilh. Wilhelmsen Holding ASA Class A4.8%
- Subsea 7 SA4.8%
- Borregaard ASA4.8%