Performance scenarios

Danske Invest Allocation June Equity 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 42,381 SEK 78,291 SEK 79,485
Average return each year -61.5 % -28.8 % -27.7 %
Unfavourable What you might get back after costs SEK 91,313 SEK 120,863 SEK 141,566
Average return each year -17 % 9.9 % 28.7 %
Moderate What you might get back after costs SEK 120,293 SEK 142,927 SEK 181,405
Average return each year 9.4 % 29.9 % 64.9 %
Favourable What you might get back after costs SEK 155,926 SEK 192,164 SEK 216,577
Average return each year 41.8 % 74.7 % 96.9 %
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 28.02.2019 and 29.02.2024.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2016 and 31.12.2021.



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