Performance scenarios

Danske Invest Allocation Horisont Balanserad Class SA

Date


Recommended holding period: 3 years
Example Investment: SEK 110,000
If you exit after
1 year
If you exit after
2 years
If you exit after
3 years
Stress What you might get back after costs SEK 66,785 SEK 85,073 SEK 82,587
Average return each year -39.3 % -22.7 % -24.9 %
Unfavourable What you might get back after costs SEK 96,688 SEK 106,748 SEK 114,352
Average return each year -12.1 % -3 % 4 %
Moderate What you might get back after costs SEK 116,245 SEK 121,242 SEK 129,392
Average return each year 5.7 % 10.2 % 17.6 %
Favourable What you might get back after costs SEK 134,133 SEK 137,913 SEK 153,718
Average return each year 21.9 % 25.4 % 39.7 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.03.2017 and 31.03.2020.
Moderate scenario: This type of scenario occurred for an investment between 30.04.2020 and 30.04.2023.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



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