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.
Recommended holding period: 3 years
Example of investment = SEK 100,000
Scenarios If you redeem after 1 year If you redeem after 3 years
| 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.
The negative scenario occurred for an investment between August 2021 and December 2023 The neutral scenario occurred for an investment between July 2014 and July 2017
The positive scenario occurred for an investment between December 2018 and 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.
