Past performance scenarios Exelity

Finserve Nordic AB, org no. 556695-9499
Fund: Exelity
ISIN code: SE0016843817
Start date: November 2020

What you get from this product depends on future market performance. Future market performance is uncertain and cannot be predicted with precision. The negative, neutral and positive scenarios show the worst, average and best performance of the Proxy index that is considered relevant to the product and calculated over the last 10 years. The scenarios shown are based on past performance and on certain assumptions. Markets may develop completely differently in the future.

The scenarios presented are an estimate of future results based on past experience and are not an exact indicator. What you get will vary depending on how the market develops and how long you hold the investment/product.

Rekommenderad innehavstid: 3 år

Example of investment = SEK 100,000

Scenarios                                                                                                                                  Om du löser in efter 1 år                                                                Om du löser in efter 3 år

Minimum	If you redeem after 5 years (recommended holding period (years))
Stress scenario	What you can get back after deducting costs	57.040 SEK	55.070 SEK
	Average return per year	-43,0%	-18,0%
Negative	What you can get back after deducting costs	65.320 SEK	82.570 SEK
	Average return per year	-34,7%	-6,2%
Neutral	What you can get back after deducting costs	109.830 SEK	128.930 SEK
	Average return per year	9,8%	8,8%
Positively	What you can get back after deducting costs	144,850 SEK	178.860 SEK
	Average return per year	44,8%	21,4%

The figures shown include all costs of the product itself, but may not include any costs you pay to your advisor or distributor. The figures do not take into account your personal tax situation, which may also affect how much you get back.

The stress scenario shows what you could get back under extreme market conditions. This type of scenario occurred for an investment between 2020 and 2021.

Det negativa scenariot inträffade för en investering mellan augusti 2021 och december 2023 Det neutrala scenariot inträffade för en investering mellan juli 2014 och juli 2017

Det positiva scenariot inträffade för en investering mellan december 2018 och december 2021

Risk information: Historical returns are not a guarantee of future returns. The money you invest in funds can both increase and decrease in value and it is not certain that you will get back the entire amount invested. The fund's value can vary greatly due to its composition and the management methods the fund company uses. Information brochures and fact sheets can be ordered from Finserve Nordic AB, Tel: +46-(0)8 520 279 97 or downloaded from: www.finservestage.wpenginepowered.com.