Performance scenarios

Danske Invest 2040 Fund D

Date


Recommended holding period: 5 years
Example Investment: EUR 10,000
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 EUR 3,915 EUR 5,530 EUR 4,945
Average return each year -60.9 % -44.7 % -50.5 %
Unfavourable What you might get back after costs EUR 8,343 EUR 9,005 EUR 9,406
Average return each year -16.6 % -10 % -5.9 %
Moderate What you might get back after costs EUR 10,480 EUR 12,037 EUR 13,140
Average return each year 4.8 % 20.4 % 31.4 %
Favourable What you might get back after costs EUR 14,377 EUR 15,696 EUR 16,160
Average return each year 43.8 % 57 % 61.6 %
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 31.05.2014 and 31.05.2019.
Favourable scenario: This type of scenario occurred for an investment between 30.06.2016 and 30.06.2021.



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