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 55,245 SEK 77,620 SEK 73,975
Average return each year -49.8 % -29.4 % -32.7 %
Unfavourable What you might get back after costs SEK 96,067 SEK 101,399 SEK 111,252
Average return each year -12.7 % -7.8 % 1.1 %
Moderate What you might get back after costs SEK 114,789 SEK 120,271 SEK 122,925
Average return each year 4.4 % 9.3 % 11.8 %
Favourable What you might get back after costs SEK 132,149 SEK 137,600 SEK 145,877
Average return each year 20.1 % 25.1 % 32.6 %
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 31.07.2020 and 31.07.2023.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



Historic values

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