Performance scenarios

Danske Invest Allocation June Progressive 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 69,769 SEK 89,266 SEK 88,205
Average return each year -36.6 % -18.8 % -19.8 %
Unfavourable What you might get back after costs SEK 94,042 SEK 99,277 SEK 109,711
Average return each year -14.5 % -9.7 % -.3 %
Moderate What you might get back after costs SEK 115,918 SEK 121,864 SEK 124,937
Average return each year 5.4 % 10.8 % 13.6 %
Favourable What you might get back after costs SEK 133,632 SEK 138,550 SEK 148,852
Average return each year 21.5 % 26 % 35.3 %
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 31.07.2017 and 31.07.2020.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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