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 51,142 SEK 78,680 SEK 79,197
Average return each year -53.5 % -28.5 % -28 %
Unfavourable What you might get back after costs SEK 95,512 SEK 110,050 SEK 141,169
Average return each year -13.2 % 0 % 28.3 %
Moderate What you might get back after costs SEK 118,005 SEK 136,100 SEK 163,997
Average return each year 7.3 % 23.7 % 49.1 %
Favourable What you might get back after costs SEK 146,941 SEK 170,291 SEK 188,920
Average return each year 33.6 % 54.8 % 71.7 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.12.2017 and 31.12.2022.
Moderate scenario: This type of scenario occurred for an investment between 31.10.2019 and 31.10.2024.
Favourable scenario: This type of scenario occurred for an investment between 31.03.2020 and 31.03.2025.



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