Whilst under UCITS KIIDs, investors are provided with past performance disclosure, PRIIPs regulation prescribes displaying forward-looking performance scenarios, showing various possible outcomes, accompanied by disclaimer that it does not guarantee the future performance.
| INVESTMENT [ ] SCENARIOS | [1] YEARS | [5] YEARS | [10] YEARS RECOMMENDED HOLDING PERIOD |
|
|---|---|---|---|---|
| Stress Scenario | What you might get back after costs Average return each year | [ ] [ ] | [ ] [ ] | [ ] [ ] |
| Unfavourable Scenario | What you might get back after costs Average return each year The scenario occurred between xx/yy and aa/zz. | [ ] [ ] | [ ] [ ] | [ ] [ ] |
| Moderate Scenario* | What you might get back after costs Average return each year The scenario occurred between xx/yy and aa/zz. | [ ] [ ] | [ ] [ ] | [ ] [ ] |
| Favourable Scenario | What you might get back after costs Average return each year The scenario occurred between xx/yy and aa/zz. | [ ] [ ] | [ ] [ ] | [ ] [ ] |
* The interim scenario is only required where the Recommend Holding Period is 10 years or more.
