Performance scenarios

Danske Invest Allocation June 50 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 69,230 SEK 87,929 SEK 86,233
Average return each year -37.1 % -20.1 % -21.6 %
Unfavourable What you might get back after costs SEK 94,127 SEK 99,202 SEK 109,447
Average return each year -14.4 % -9.8 % -.5 %
Moderate What you might get back after costs SEK 115,881 SEK 121,876 SEK 125,443
Average return each year 5.3 % 10.8 % 14 %
Favourable What you might get back after costs SEK 133,076 SEK 139,024 SEK 147,897
Average return each year 21 % 26.4 % 34.5 %
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 28.02.2022 and 28.02.2025.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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