Current results are not an indication for future performances.

Investment line From 12/2018(1)
to 12/2023
2023 2024 current values: updated at 15/03/2024
Performance Single unit value

Assicurativo 1990

Performance

2,32%

2,29%(2)

0,59%(3)
0,57%(4)
0,55%(5)

TFR Revaluation

3,21%

1,61%

 

Assicurativo 2014

Performance

1,97%

2,01%

0,49%(6)

TFR Revaluation

3,21%

1,61%

Assicurativo
2024

Performance

N/A

N/A

0,49%(7)

TFR Revaluation

N/A

N/A

Bilanciato

Performance

4,06%

8,19%

1,58%

18,020

Benchmark

3,94%

9,22%

1,73%

Sviluppo

Performance

6,18%

10,89%

3,10%

22,318

Benchmark

5,98%

11,69%

3,25%

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%), and those issued between 1 January 2010 and 31 December 2013, with a minimum guarantee of 2,5% (net of tax of 2,10%). Please note that for these last ones, the minimum guarantee has been applied following to the costs known as “caricamento implicito” which are charges on returns (equal to 27 basis point) while it has not been applied to those who have the same minimum guarantee (issued between 1/1/2004 and 31/3/2006 and between 1/1/2008 and 31/12/2009) with lower charges on returns.
(3) 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 31/03/2006).
(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 01/04/2006 to 31/12/2009).
(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 from 01/01/2010 to 31/12/2013).
(6) 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 01/01/2014).
(7) 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).

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.