Current results are not an indication for future performances.

Investiment line 2025 current values:
updated at 15/04/2025		 2024 Performances(1) last five years (end of 2019/ end of 2024)
Performances  Single unit value

Assicurativo
1990

Investment line

0,72%(3)

2,34%(2)

2,26%

TFR Revaluation

 

1,93%

3,30%

Assicurativo
2014

Investment line

0,71%(4)

2,03%

1,93%

TFR Revaluation

1,93%

3,30%

Assicurativo
2024

Investment line

0,74%(5)

2,10%

N/A

TFR Revaluation

1,93%

N/A

Bilanciato

Investment line

-1,21%

18,734

6,90%

3,04%

Benchmark

-1,13%

7,05%

3,01%

Sviluppo

Investment line

-2,92%

23,168

10,25%

5,12%

Benchmark

-2,51%

10,51%

5,08%

Performances of investment lines are net of management costs and taxes, TFR and Benchmark values are net of tax.

(1) Average annual performances in the five-year period of reference.
(2) Except for policies issued within 31 December 1998 with a minimum guarantee of 4% (net of tax of 3,34%), those issued later but within 31 December 2003 with a minimum guarantee of 3% (net of tax of 2.51%).
(3) Applicable rate to inactive pensionable members, calculated on pro rata time basis, for the revaluation of the allowances at the date in question: 0,84% (valid for the policies issued up to 31/03/2006); 0,81% (valid for the policies issued from 01/04/2006 to 31/12/2009); 0,78% (valid for the policies issued from 01/01/2010 to 31/12/2013).
(4) Applicable rate, calculated on pro rata time basis, for the revaluation of the allowances at the date in question (valid for the policies issued from 01/01/2014 to 31/12/2023).
(5) Applicable rate, calculated on pro rata time basis, for the revaluation of the allowances at the date in question (valid for the policies issued up to 01/01/2024).

Export historical values of Insurance investment plans
Export historical values of financial portfolios

WARNING

  • Please note that the value of the single units of the financial investments may vary significantly; however, considering the context of the pension investment, performances have to be evaluated on a longer time horizon.