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 54,729 SEK 76,134 SEK 71,858
Average return each year -50.2 % -30.8 % -34.7 %
Unfavourable What you might get back after costs SEK 96,226 SEK 102,709 SEK 112,244
Average return each year -12.5 % -6.6 % 2 %
Moderate What you might get back after costs SEK 115,965 SEK 121,918 SEK 127,958
Average return each year 5.4 % 10.8 % 16.3 %
Favourable What you might get back after costs SEK 134,316 SEK 141,772 SEK 151,564
Average return each year 22.1 % 28.9 % 37.8 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.03.2017 and 31.03.2020.
Moderate scenario: This type of scenario occurred for an investment between 30.11.2017 and 30.11.2020.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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