Performance scenarios

Danske Invest Allocation June Moderate 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 77,619 SEK 91,656 SEK 88,641
Average return each year -29.4 % -16.7 % -19.4 %
Unfavourable What you might get back after costs SEK 96,422 SEK 99,730 SEK 104,434
Average return each year -12.3 % -9.3 % -5.1 %
Moderate What you might get back after costs SEK 112,757 SEK 116,219 SEK 118,894
Average return each year 2.5 % 5.7 % 8.1 %
Favourable What you might get back after costs SEK 122,334 SEK 124,311 SEK 130,791
Average return each year 11.2 % 13 % 18.9 %
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 28.02.2017 and 29.02.2020.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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