Performance scenarios

Danske Invest 2040 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 5,392 EUR 7,176 EUR 7,208
Average return each year -46.1 % -28.2 % -27.9 %
Unfavourable What you might get back after costs EUR 8,263 EUR 8,921 EUR 11,110
Average return each year -17.4 % -10.8 % 11.1 %
Moderate What you might get back after costs EUR 10,431 EUR 11,720 EUR 14,113
Average return each year 4.3 % 17.2 % 41.1 %
Favourable What you might get back after costs EUR 14,231 EUR 15,538 EUR 16,943
Average return each year 42.3 % 55.4 % 69.4 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.07.2015 and 31.07.2020.
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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