Performance scenarios

Danske Invest Allocation June Moderate Screened Class A-sek h

Date


Recommended holding period: 3 years
Example Investment: SEK 110,000
If you exit after
1 year
If you exit after
2 years
If you exit after
3 years
Stress What you might get back after costs SEK 90,639 SEK 94,785 SEK 93,469
Average return each year -17.6 % -13.8 % -15 %
Unfavourable What you might get back after costs SEK 92,449 SEK 94,785 SEK 98,876
Average return each year -16 % -13.8 % -10.1 %
Moderate What you might get back after costs SEK 113,271 SEK 116,379 SEK 116,862
Average return each year 3 % 5.8 % 6.2 %
Favourable What you might get back after costs SEK 122,617 SEK 126,493 SEK 129,355
Average return each year 11.5 % 15 % 17.6 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.12.2019 and 31.12.2022.
Moderate scenario: This type of scenario occurred for an investment between 31.05.2022 and 31.05.2025.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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