Performance scenarios

Danske Invest Compass 75 Fund G

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 5,123 EUR 7,381 EUR 7,269
Average return each year -48.8 % -26.2 % -27.3 %
Unfavourable What you might get back after costs EUR 8,366 EUR 9,211 EUR 11,313
Average return each year -16.3 % -7.9 % 13.1 %
Moderate What you might get back after costs EUR 10,384 EUR 11,509 EUR 13,677
Average return each year 3.8 % 15.1 % 36.8 %
Favourable What you might get back after costs EUR 13,599 EUR 14,846 EUR 15,711
Average return each year 36 % 48.5 % 57.1 %
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 31.01.2017 and 31.01.2022.
Favourable scenario: This type of scenario occurred for an investment between 31.03.2020 and 31.03.2025.



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