Performance scenarios

Danske Invest Allocation June Progressive 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 69,582 SEK 88,782 SEK 87,489
Average return each year -36.7 % -19.3 % -20.5 %
Unfavourable What you might get back after costs SEK 94,152 SEK 99,232 SEK 110,027
Average return each year -14.4 % -9.8 % 0 %
Moderate What you might get back after costs SEK 115,706 SEK 121,664 SEK 123,437
Average return each year 5.2 % 10.6 % 12.2 %
Favourable What you might get back after costs SEK 133,669 SEK 138,510 SEK 149,221
Average return each year 21.5 % 25.9 % 35.7 %
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 31.07.2019 and 31.07.2022.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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