Performance scenarios

Danske Invest Allocation June 50 Class A-sek

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 68,675 SEK 86,482 SEK 84,111
Average return each year -37.6 % -21.4 % -23.5 %
Unfavourable What you might get back after costs SEK 93,926 SEK 99,101 SEK 109,718
Average return each year -14.6 % -9.9 % -.3 %
Moderate What you might get back after costs SEK 115,891 SEK 122,296 SEK 126,014
Average return each year 5.4 % 11.2 % 14.6 %
Favourable What you might get back after costs SEK 133,042 SEK 140,062 SEK 149,293
Average return each year 20.9 % 27.3 % 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 28.02.2022 and 28.02.2025.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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