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Past performance scenarios Meriti Neutral
Finserve Nordic AB, org no. 556695-9499
Fund: Meriti Neutral
ISIN code: A: SE0021020633 / B: SE0021020641
Start date: October 2023 / October 2023
Past results are not a reliable indication of future results. The markets may develop quite differently in the future.
Meriti Neutral 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 | 68,020 SEK | 61,830 SEK |
| Average return per year | -32,0% | -9,2% | |
| Negative | What you can get back after deducting costs | 90,040 SEK | 88,880 SEK |
| Average return per year | -10,0% | -2,3% | |
| Neutral | What you can get back after deducting costs | 101,900 SEK | 103,210 SEK |
| Average return per year | 1,9% | 0,6% | |
| Positively | What you can get back after deducting costs | 118,910 SEK | 123,770 SEK |
| Average return per year | 18,9% | 4,4% | |
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 December 2015 and January 2021 The neutral scenario occurred for an investment between December 2018 and December 2023 The positive scenario occurred for an investment between December 2013 and December 2018
Meriti Neutral class B
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 | 68,010 SEK | 61,830 SEK |
| Average return per year | -32,0% | -9,2% | |
| Negative | What you can get back after deducting costs | 90,040 SEK | 88,880 SEK |
| Average return per year | -10,0% | -2,3% | |
| Neutral | What you can get back after deducting costs | 101,900 SEK | 103,240 SEK |
| Average return per year | 1,9% | 0,6% | |
| Positively | What you can get back after deducting costs | 118,910 SEK | 123,770 SEK |
| Average return per year | 18,9% | 4,4% | |
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 December 2015 and January 2021
The neutral scenario occurred for an investment between December 2018 and December 2023 The positive scenario occurred for an investment between December 2013 and December 2018
Risk information: Historical returns are no 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 full amount invested. The value of the fund can vary greatly due to its composition and the management methods used by the fund company. Information brochures and fact sheets can be ordered from Finserve Nordic AB, Tel: +46-(0)8 520 279 97 or downloaded from https://finserve.se
