Performance scenarios

Danske Invest Allocation June 20 Class A-sek

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 89,962 SEK 93,962 SEK 91,402
Average return each year -18.2 % -14.6 % -16.9 %
Unfavourable What you might get back after costs SEK 92,577 SEK 94,878 SEK 99,131
Average return each year -15.8 % -13.7 % -9.9 %
Moderate What you might get back after costs SEK 112,893 SEK 116,891 SEK 119,224
Average return each year 2.6 % 6.3 % 8.4 %
Favourable What you might get back after costs SEK 122,553 SEK 128,105 SEK 130,841
Average return each year 11.4 % 16.5 % 18.9 %
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 31.05.2016 and 31.05.2019.
Favourable scenario: This type of scenario occurred for an investment between 28.02.2023 and 28.02.2026.



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