Performance scenarios

Danske Invest Allocation June Opportunity Screened Class A-sek h

Date


Recommended holding period: 5 years
Example Investment: SEK 110,000
If you exit after
1 year
If you exit after
3 years
If you exit after
5 years
Stress What you might get back after costs SEK 40,298 SEK 59,042 SEK 53,239
Average return each year -63.4 % -46.3 % -51.6 %
Unfavourable What you might get back after costs SEK 95,900 SEK 113,036 SEK 125,032
Average return each year -12.8 % 2.8 % 13.7 %
Moderate What you might get back after costs SEK 118,498 SEK 141,357 SEK 166,461
Average return each year 7.7 % 28.5 % 51.3 %
Favourable What you might get back after costs SEK 148,316 SEK 178,428 SEK 188,968
Average return each year 34.8 % 62.2 % 71.8 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.03.2015 and 31.03.2020.
Moderate scenario: This type of scenario occurred for an investment between 31.10.2014 and 31.10.2019.
Favourable scenario: This type of scenario occurred for an investment between 31.10.2016 and 31.10.2021.



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