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Version status: Amended | Document consolidation status: Updated to reflect all known changes
Version date: 1 January 2023 - onwards
  Version 4 of 4    

Annex V Methodology for the presentation of performance scenarios

Part 1 General presentation specifications

1. The performance scenarios shall be presented in a way that is accurate, fair, clear and not misleading, and that is likely to be understood by the average retail investor.

2. In all cases, the following narrative explanations from Part 2 of this Annex shall be included:

(a) element A;

(b) element B, which shall appear prominently above the performance scenario table or graph.

3. For all PRIIPs except Category 1 PRIIPs referred to in point 30 of Annex IV:

(a) element C in Part 2 of this Annex shall appear prominently above the performance scenario table;

(b) information on the minimum investment return shall be stated within the performance scenario table and where appropriate element G in Part 2 of this Annex shall be included. Where a minimum return is guaranteed that minimum return shall be stated in monetary amounts for the holding periods for which the guarantee applies. Where no minimum return is guaranteed, or where the guarantee is o

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