Pareto Aksje Norge N
Equity fund
1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
Details
- 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 N 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
- NAV/Price
10 Feb 2026
- Margin rate
- Start date20 Apr 2022
- ISINNO0012459306
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 0,95 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- SalMar ASA7.4%
- Storebrand ASA6.9%
- Leroy Seafood Group ASA6.1%
- Yara International ASA6.0%
- SpareBank 1 Sor Norge ASA4.9%
- SpareBank 1 SMN Depository Receipts4.9%
- Wilh. Wilhelmsen Holding ASA Class A4.9%
- Veidekke ASA4.8%
- Equinor ASA4.6%
- SpareBank 1 Nord-Norge Depository Receipts4.6%