Performance scenarios

Danske Invest Allocation June Moderate 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 77,582 SEK 91,568 SEK 88,513
Average return each year -29.5 % -16.8 % -19.5 %
Unfavourable What you might get back after costs SEK 96,233 SEK 99,353 SEK 103,300
Average return each year -12.5 % -9.7 % -6.1 %
Moderate What you might get back after costs SEK 112,524 SEK 115,846 SEK 119,154
Average return each year 2.3 % 5.3 % 8.3 %
Favourable What you might get back after costs SEK 123,771 SEK 123,253 SEK 129,021
Average return each year 12.5 % 12 % 17.3 %
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 30.09.2017 and 30.09.2020.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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