Performance scenarios

Danske Invest Allocation June Balanced 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 59,368 SEK 80,589 SEK 76,671
Average return each year -46 % -26.7 % -30.3 %
Unfavourable What you might get back after costs SEK 96,350 SEK 100,970 SEK 108,394
Average return each year -12.4 % -8.2 % -1.5 %
Moderate What you might get back after costs SEK 114,056 SEK 118,600 SEK 122,528
Average return each year 3.7 % 7.8 % 11.4 %
Favourable What you might get back after costs SEK 128,002 SEK 131,269 SEK 139,483
Average return each year 16.4 % 19.3 % 26.8 %
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 30.09.2017 and 30.09.2020.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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