Performance scenarios

Danske Invest Allocation June Opportunity 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 50,986 SEK 78,673 SEK 78,900
Average return each year -53.6 % -28.5 % -28.3 %
Unfavourable What you might get back after costs SEK 95,628 SEK 110,306 SEK 137,871
Average return each year -13.1 % .3 % 25.3 %
Moderate What you might get back after costs SEK 117,972 SEK 135,330 SEK 163,003
Average return each year 7.2 % 23 % 48.2 %
Favourable What you might get back after costs SEK 146,769 SEK 170,531 SEK 188,687
Average return each year 33.4 % 55 % 71.5 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.07.2015 and 31.07.2020.
Moderate scenario: This type of scenario occurred for an investment between 31.01.2019 and 31.01.2024.
Favourable scenario: This type of scenario occurred for an investment between 31.03.2020 and 31.03.2025.



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