EN 
SE
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 fund 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 fund over the past 10 years (RHP + 7 years). Markets could develop very differently in the future. These scenarios occurred for an investment between 2012-2022. The stress scenario shows what you could get back under extreme market conditions. The figures include all costs of the product itself, but may not include all costs you pay to your advisor or distributor.
The scenario calculation outcomes occurred during the following periods:
The Negative scenario occurred for an investment between October 2020 and December 2022
The Neutral scenario occurred for an investment between May 2015 and May 2020
The Positive scenario occurred for an investment between May 2012 and May 2017
| Recommended Holding Period: 3 years Example of Investment: SEK 100,000 Proxy period of SSVX3M has been used for calculation of scenario outcomes | If you redeem after 1 year | If you redeem after 3 years (RHP) | |
| Scenarios | |||
| Minimum | There is no guaranteed minimum return. You may lose all or part of your investment. | ||
| Stress | What you can get back after deducting costs | -90 170,00 SEK | 0 SEK* |
| Average return per year | -9,83% | -100% | |
| Negative | What you can get back after deducting costs | -89,730.00 SEK | -87,590.35 kr |
| Average return per year | -10,27% | -12,41% | |
| Neutral | What you can get back after deducting costs | 108,760.00 SEK | 124,731.60 SEK |
| Average return per year | 8,76% | 24,73% | |
| Positively | What you can get back after deducting costs | 129,120.09 kr | 156,133.08 kr |
| Average return per year | 29,12% | 56,13% | |
*When investing in the Fund, the entire (-100%) invested amount may be lost.
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.
