Performance scenarios

Danske Invest Allocation June Equity 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 32,315 SEK 51,503 SEK 45,089
Average return each year -70.6 % -53.2 % -59 %
Unfavourable What you might get back after costs SEK 91,313 SEK 120,863 SEK 131,445
Average return each year -17 % 9.9 % 19.5 %
Moderate What you might get back after costs SEK 117,504 SEK 141,507 SEK 167,408
Average return each year 6.8 % 28.6 % 52.2 %
Favourable What you might get back after costs SEK 155,926 SEK 192,164 SEK 216,577
Average return each year 41.8 % 74.7 % 96.9 %
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 31.07.2018 and 31.07.2023.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2016 and 31.12.2021.



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