Performance scenarios

Danske Invest Allocation June Opportunity Screened Class A-sek h

Date


Recommended holding period: 5 years
Example Investment: SEK 110,000
If you exit after
1 year
If you exit after
3 years
If you exit after
5 years
Stress What you might get back after costs SEK 51,224 SEK 82,763 SEK 84,476
Average return each year -53.4 % -24.8 % -23.2 %
Unfavourable What you might get back after costs SEK 95,453 SEK 110,198 SEK 131,471
Average return each year -13.2 % .2 % 19.5 %
Moderate What you might get back after costs SEK 117,835 SEK 134,437 SEK 160,089
Average return each year 7.1 % 22.2 % 45.5 %
Favourable What you might get back after costs SEK 146,505 SEK 170,232 SEK 188,642
Average return each year 33.2 % 54.8 % 71.5 %
Unfavourable scenario: This type of scenario occurred for an investment between 30.04.2015 and 30.04.2020.
Moderate scenario: This type of scenario occurred for an investment between 31.07.2017 and 31.07.2022.
Favourable scenario: This type of scenario occurred for an investment between 31.03.2020 and 31.03.2025.



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