Performance scenarios

Danske Invest Allocation June 80 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 51,492 SEK 80,414 SEK 82,130
Average return each year -53.2 % -26.9 % -25.3 %
Unfavourable What you might get back after costs SEK 95,675 SEK 110,161 SEK 141,360
Average return each year -13 % .1 % 28.5 %
Moderate What you might get back after costs SEK 118,288 SEK 136,109 SEK 163,916
Average return each year 7.5 % 23.7 % 49 %
Favourable What you might get back after costs SEK 146,828 SEK 170,018 SEK 188,446
Average return each year 33.5 % 54.6 % 71.3 %
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 28.02.2019 and 29.02.2024.
Favourable scenario: This type of scenario occurred for an investment between 31.03.2020 and 31.03.2025.



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