Performance scenarios

Danske Invest Allocation June 20 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 90,641 SEK 94,747 SEK 93,479
Average return each year -17.6 % -13.9 % -15 %
Unfavourable What you might get back after costs SEK 92,525 SEK 94,747 SEK 98,783
Average return each year -15.9 % -13.9 % -10.2 %
Moderate What you might get back after costs SEK 112,893 SEK 116,361 SEK 116,640
Average return each year 2.6 % 5.8 % 6 %
Favourable What you might get back after costs SEK 122,443 SEK 126,126 SEK 128,966
Average return each year 11.3 % 14.7 % 17.2 %
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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