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 55,632 SEK 78,733 SEK 75,575
Average return each year -49.4 % -28.4 % -31.3 %
Unfavourable What you might get back after costs SEK 96,412 SEK 102,335 SEK 112,631
Average return each year -12.4 % -7 % 2.4 %
Moderate What you might get back after costs SEK 115,511 SEK 121,482 SEK 124,441
Average return each year 5 % 10.4 % 13.1 %
Favourable What you might get back after costs SEK 132,564 SEK 139,206 SEK 148,144
Average return each year 20.5 % 26.6 % 34.7 %
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 30.06.2017 and 30.06.2020.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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