PRIIP Scenarios & Performance

 

Recommended holding period

Years

If you exit after

year

years

Example Investment:

Example Investment

Scenarios

Minimum

Stress

Unfavourable

Moderate

Favourable

There is no minimum guaranteed return. You could lose some or all of your investment

What you might get back after costs

Average return each year

Download Performance Scenarios (Excel)

Recommended holding period 5 Years

Example Investment: EUR 10,000

This chart shows the fund’s performance as the percentage loss or gain per year over the last years against its benchmark. It can help you to assess how the fund has been managed in the past and compare it to its benchmark.

 

Material Changes

If you exit after 1 year

If you exit after 5 year

 

 

Fund benchmark changed.

Fund name changed.

Fund investment policy changed.

Fund merger occurred.

Fund objective changed.

Fund performance target changed.

Fund currency changed.

Performance was achieved under circumstances that no longer apply.

 

Change in Benchmark

Name Change

Change in Investment Policy

Merger

Change in Objective

Change in Performance Target

Change In Currency