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 40,499 SEK 59,985 SEK 54,667
Average return each year -63.2 % -45.5 % -50.3 %
Unfavourable What you might get back after costs SEK 96,433 SEK 113,226 SEK 125,719
Average return each year -12.3 % 2.9 % 14.3 %
Moderate What you might get back after costs SEK 119,132 SEK 142,189 SEK 168,828
Average return each year 8.3 % 29.3 % 53.5 %
Favourable What you might get back after costs SEK 149,966 SEK 180,471 SEK 192,369
Average return each year 36.3 % 64.1 % 74.9 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.03.2015 and 31.03.2020.
Moderate scenario: This type of scenario occurred for an investment between 31.10.2014 and 31.10.2019.
Favourable scenario: This type of scenario occurred for an investment between 31.10.2016 and 31.10.2021.



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