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 5,239 EUR 6,853 EUR 6,688
Average return each year -47.6 % -31.5 % -33.1 %
Unfavourable What you might get back after costs EUR 8,263 EUR 8,921 EUR 11,502
Average return each year -17.4 % -10.8 % 15 %
Moderate What you might get back after costs EUR 10,513 EUR 11,908 EUR 14,471
Average return each year 5.1 % 19.1 % 44.7 %
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 31.12.2017 and 31.12.2022.
Moderate scenario: This type of scenario occurred for an investment between 31.01.2021 and 31.01.2026.
Favourable scenario: This type of scenario occurred for an investment between 31.03.2020 and 31.03.2025.



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