For the insurance investment lines, data on capital as indicated on members’ areas are to yet updated
with the performances below because they are currently under the annual revaluation process 

Current results are not an indication for future performances.

Investiment line 2025 2024 Performances(1) last five years (end of 2020/ end of 2025)
Performances  Single unit value

Assicurativo
1990

Investment line

2,20%(2)(3)

2,34%(2)

2,22%

TFR Revaluation

1,92% 

1,93%

3,44%

Assicurativo
2014

Investment line

2,13%

2,03%

1,95%

TFR Revaluation

1,92%

1,93%

3,44%

Assicurativo
2024

Investment line

2,21%

2,10%

N/A

TFR Revaluation

1,92%

1,93%

N/A

Prudente

Investment line

0,45%(4)

10,045

N/A

N/A

Benchmark

0,69%(4)

N/A

N/A

Bilanciato

Investment line

6,89%

20,270

6,90%

3,14%

Benchmark

7,33%

7,05%

3,19%

Sviluppo

Investment line

10,02%

26,256

10,25%

5,74%

Benchmark

10,32%

10,51%

5,72%

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 3,36%), those issued later but within 31 December 2003 with a minimum guarantee of 3% (net of tax of 2.52%)

(3) Applicable rate to inactive pensionable members for the annual revaluation of the allowances: 2,47%, except for policies issued within 31 December 1998 with a minimum guarantee of 4% (net of tax of 3,36%), those issued later but within 31 December 2003 with a minimum guarantee of 3% (net of tax of 2.52%)

(4) Returns are not annual but rather calculated starting from 1 September 2025, the launch date of Prudente line. 

Export historical values of Insurance investment plans
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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.