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Past performance scenarios Meriti Ekorren Global
Fund: Meriti Ekorner Global
ISIN code: A: SE0021020609 / B: SE0021020591
Start date: October 2023 / October 2023
Meriti Ekorner Global class A
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: 5 years
Example of investment = SEK 100,000
Scenarios If you redeem after 1 year If you redeem after 5 years
| Minimum | If you redeem after 5 years (recommended holding period (years)) | ||
| Stress scenario | What you can get back after deducting costs | 49,060 SEK | 37,750 SEK |
| Average return per year | -50,9% | -17,7% | |
| Negative | What you can get back after deducting costs | 83,760 SEK | 102,460 SEK |
| Average return per year | -16,2% | 0,5% | |
| Neutral | What you can get back after deducting costs | 110,510 SEK | 148,860 SEK |
| Average return per year | 10,5% | 8,3% | |
| Positively | What you can get back after deducting costs | 151,060 SEK | 197,760 SEK |
| Average return per year | 51,1% | 14,6% | |
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 December 2021 and January 2024 The neutral scenario occurred for an investment between October 2018 and October 2023 The positive scenario occurred for an investment between October 2016 and October 2021
Meriti Ekorner Global class B
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: 5 years
Example of investment = SEK 100,000
Scenarios If you redeem after 1 year If you redeem after 5 years
| Minimum | If you redeem after 5 years (recommended holding period (years)) | ||
| Stress scenario | What you can get back after deducting costs | 49,050 SEK | 37,750 SEK |
| Average return per year | -50,9% | -17,7% | |
| Negative | What you can get back after deducting costs | 83,760 SEK | 102,540 SEK |
| Average return per year | -16,2% | 0,5% | |
| Neutral | What you can get back after deducting costs | 110,510 SEK | 148,860 SEK |
| Average return per year | 10,5% | 8,3% | |
| Positively | What you can get back after deducting costs | 151,060 SEK | 197,760 SEK |
| Average return per year | 51,1% | 14,6% | |
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 December 2021 and January 2024
The neutral scenario occurred for an investment between October 2018 and October 2023 The positive scenario occurred for an investment between October 2016 and October 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.
