Performance scenarios

Investeringsforeningen Danske Invest Horisont Pension 2030, klass 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 87,355 SEK 97,457 SEK 100,073
Average return each year -20.6 % -11.4 % -9 %
Unfavourable What you might get back after costs SEK 94,944 SEK 104,492 SEK 108,743
Average return each year -13.7 % -5 % -1.1 %
Moderate What you might get back after costs SEK 113,558 SEK 121,285 SEK 129,184
Average return each year 3.2 % 10.3 % 17.4 %
Favourable What you might get back after costs SEK 134,151 SEK 142,391 SEK 144,202
Average return each year 22 % 29.4 % 31.1 %
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 31.01.2015 and 31.01.2020.
Favourable scenario: This type of scenario occurred for an investment between 31.10.2016 and 31.10.2021.



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