Performance scenarios

Danske Invest Allocation June 80 Class A-sek

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 50,730 SEK 76,869 SEK 76,196
Average return each year -53.9 % -30.1 % -30.7 %
Unfavourable What you might get back after costs SEK 95,592 SEK 110,267 SEK 141,380
Average return each year -13.1 % .2 % 28.5 %
Moderate What you might get back after costs SEK 118,254 SEK 136,316 SEK 164,744
Average return each year 7.5 % 23.9 % 49.8 %
Favourable What you might get back after costs SEK 146,796 SEK 170,006 SEK 188,711
Average return each year 33.5 % 54.6 % 71.6 %
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 31.03.2019 and 31.03.2024.
Favourable scenario: This type of scenario occurred for an investment between 31.03.2020 and 31.03.2025.



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