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 42,431 SEK 71,548 SEK 70,914
Average return each year -61.4 % -35 % -35.5 %
Unfavourable What you might get back after costs SEK 91,313 SEK 120,863 SEK 145,814
Average return each year -17 % 9.9 % 32.6 %
Moderate What you might get back after costs SEK 121,537 SEK 146,063 SEK 183,704
Average return each year 10.5 % 32.8 % 67 %
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 31.01.2018 and 31.01.2023.
Moderate scenario: This type of scenario occurred for an investment between 30.09.2019 and 30.09.2024.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2016 and 31.12.2021.



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