Performance scenarios

Danske Invest Allocation June Balanced 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 80,431 SEK 94,127 SEK 93,161
Average return each year -26.9 % -14.4 % -15.3 %
Unfavourable What you might get back after costs SEK 93,148 SEK 96,824 SEK 104,038
Average return each year -15.3 % -12 % -5.4 %
Moderate What you might get back after costs SEK 113,931 SEK 118,734 SEK 119,060
Average return each year 3.6 % 7.9 % 8.2 %
Favourable What you might get back after costs SEK 127,034 SEK 132,139 SEK 138,754
Average return each year 15.5 % 20.1 % 26.1 %
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 31.05.2019 and 31.05.2022.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



Historic values

Loading data...

Info

Noget gik galt.

Warning

Noget gik galt.

Error

Noget gik galt.