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Past performance scenarios Being and Investment Active Value Fund
Finserve Nordic AB, org no. 556695-9499
Fund: Being and Investment Active Value Fund
ISIN code: A: SE0019891672 / D: SE0020179786 / E: SE0020845998
Start date: July 2023
The fund is newly launched and therefore has no previous performance scenarios to report at this time, but applies proxy indices. Read more in the fund's fact sheet.
Past results are not a reliable indication of future results. The markets may develop quite differently in the future.
Being and Investment Active Value Fund class A
| Recommended holding period (years) Investment example | 5 years 100,000 SEK | ||
| If you redeem after 1 year | If you redeem after 5 years (Recommended holding period (years)) | ||
| Scenarios | |||
| Minimal Stress | There is no guaranteed minimum return. You may lose all or part of your investment. | ||
| What you can get back after deducting costs Average return per year | 52,200 SEK -47.8 % | 45,300 SEK -14.6 % | |
| Negative | What you can get back after deducting costs Average return per year | 90,700 SEK -9.3 % | 100 100 SEK 0.0 % |
| Neutral | What you can get back after deducting costs Average return per year | 114,900 SEK 14.9 % | 190,900 SEK 13.8 % |
| Positively | What you can get back after deducting costs Average return per year | 140,900 SEK 40.9 % | 226,800 SEK 17.8 % |
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 product over the past 10 years. The scenarios shown are based on past performance and certain assumptions. Markets may develop very differently in the future. The stress scenario shows what you could get back under extreme market conditions. Performance scenarios are only shown for the recommended holding period. The figures include all costs of the product itself, but may not include all costs you pay to your advisor or distributor/and the costs of 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 negative scenario occurred for an investment between 2021.12-2022.12. The neutral scenario occurred for an investment between 2018.11-2022.12. The positive scenario occurred for an investment between 2018.08-2022.12.
Being and Investment Active Value Fund class D
| Recommended holding period (years) Investment example | 5 years 100,000 SEK | ||
| If you redeem after 1 year | If you redeem after 5 years (Recommended holding period (years)) | ||
| Scenarios | |||
| Minimal Stress | There is no guaranteed minimum return. You may lose all or part of your investment. | ||
| What you can get back after deducting costs Average return per year | 52,200 SEK -47.8 % | 45,300 SEK -14.6 % | |
| Negative | What you can get back after deducting costs Average return per year | 90,700 SEK -9.3 % | 100 100 SEK 0.0 % |
| Neutral | What you can get back after deducting costs Average return per year | 114,900 SEK 14.9 % | 190,900 SEK 13.8 % |
| Positively | What you can get back after deducting costs Average return per year | 140,900 SEK 40.9 % | 226,800 SEK 17.8 % |
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 product over the past 10 years. The scenarios shown are based on past performance and certain assumptions. Markets may develop very differently in the future. The stress scenario shows what you could get back under extreme market conditions. Performance scenarios are only shown for the recommended holding period. The figures include all costs of the product itself, but may not include all costs you pay to your advisor or distributor/and the costs of 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 negative scenario occurred for an investment between 2021.12-2022.12. The neutral scenario occurred for an investment between 2018.11-2022.12. The positive scenario occurred for an investment between 2018.08-2022.12.
Being and Investment Active Value Fund class E
| Recommended holding period (years) Investment example | 5 years 100,000 SEK | ||
| If you redeem after 1 year | If you redeem after 5 years (Recommended holding period (years)) | ||
| Scenarios | |||
| Minimal Stress | There is no guaranteed minimum return. You may lose all or part of your investment. | ||
| What you can get back after deducting costs Average return per year | 52,200 SEK -47.8 % | 45,300 SEK -14.6 % | |
| Negative | What you can get back after deducting costs Average return per year | 90,700 SEK -9.3 % | 100 100 SEK 0.0 % |
| Neutral | What you can get back after deducting costs Average return per year | 114,900 SEK 14.9 % | 190,900 SEK 13.8 % |
| Positively | What you can get back after deducting costs Average return per year | 140,900 SEK 40.9 % | 226,800 SEK 17.8 % |
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 product over the past 10 years. The scenarios shown are based on past performance and certain assumptions. Markets may develop very differently in the future. The stress scenario shows what you could get back under extreme market conditions. Performance scenarios are only shown for the recommended holding period. The figures include all costs of the product itself, but may not include all costs you pay to your advisor or distributor/and the costs of 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 negative scenario occurred for an investment between 2021.12-2022.12. The neutral scenario occurred for an investment between 2018.11-2022.12. The positive scenario occurred for an investment between 2018.08-2022.12.
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.
