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 54,917 SEK 76,686 SEK 72,643
Average return each year -50.1 % -30.3 % -34 %
Unfavourable What you might get back after costs SEK 96,806 SEK 103,359 SEK 112,702
Average return each year -12 % -6 % 2.5 %
Moderate What you might get back after costs SEK 115,965 SEK 122,489 SEK 128,557
Average return each year 5.4 % 11.4 % 16.9 %
Favourable What you might get back after costs SEK 135,113 SEK 143,090 SEK 152,758
Average return each year 22.8 % 30.1 % 38.9 %
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 31.08.2017 and 31.08.2020.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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