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 90,875 SEK 94,741 SEK 94,180
Average return each year -17.4 % -13.9 % -14.4 %
Unfavourable What you might get back after costs SEK 92,370 SEK 94,741 SEK 98,828
Average return each year -16 % -13.9 % -10.2 %
Moderate What you might get back after costs SEK 113,050 SEK 116,135 SEK 116,635
Average return each year 2.8 % 5.6 % 6 %
Favourable What you might get back after costs SEK 122,553 SEK 126,486 SEK 129,457
Average return each year 11.4 % 15 % 17.7 %
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 31.12.2015 and 31.12.2018.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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