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 90,629 SEK 94,791 SEK 93,440
Average return each year -17.6 % -13.8 % -15.1 %
Unfavourable What you might get back after costs SEK 92,541 SEK 94,791 SEK 99,156
Average return each year -15.9 % -13.8 % -9.9 %
Moderate What you might get back after costs SEK 113,471 SEK 116,344 SEK 117,830
Average return each year 3.2 % 5.8 % 7.1 %
Favourable What you might get back after costs SEK 122,547 SEK 126,416 SEK 129,680
Average return each year 11.4 % 14.9 % 17.9 %
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 31.07.2015 and 31.07.2018.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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