Current results are not an indication for future performances.

Investiment line 2026 current values:
updated at 15/04/2026		 2025 Performances(1) last five years (end of 2020/ end of 2025)
Performances  Single unit value

Assicurativo
1990

Investment line

0,77%(3)

2,20%(2)(6)

2,22%

TFR Revaluation

 

1,92%

3,44%

Assicurativo
2014

Investment line

0,74%(4)

2,13%

1,95%

TFR Revaluation

1,92%

3,44%

Assicurativo
2024

Investment line

0,77%(5)

2,21%

N/A

TFR Revaluation

1,92%

N/A

Prudente

Investment line

1,49%

10,195

0,45%(7)

N/A

Benchmark

1,49%

0,69%(7)

N/A

Bilanciato

Investment line

2,37%

20,751

6,89%

3,14%

Benchmark

2,71%

7,33%

3,19%

Sviluppo

Investment line

3,21%

27,100

10,02%

5,74%

Benchmark

3,27%

10,32%

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 3,34%), those issued later but within 31 December 2003 with a minimum guarantee of 3% (net of tax of 2.51%).
(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 from 01/01/1990 to 31/12/2013). For inactive pensionable members only, the following rate is applied on pro rata time basis, for the revaluation of the allowances at the date in question: 0,73%.
(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). For inactive pensionable members only, the following rate is applied on pro rata time basis, for the revaluation of the allowances at the date in question: 0,70%.
(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). For inactive pensionable members only, the following rate is applied on pro rata time basis, for the revaluation of the allowances at the date in question: 0,73%.
(6) Only to inactive pensionable members, for the annual revaluation of the allowances, the following rate was applied: 2,47%, except for policies issued within 31 December 1998 with a minimum guarantee of 4% (net of tax of 3,34%) and those issued within 31 December 2003 with a minimum guarantee of 3% (net of tax of 2,51%).
(7)The returns indicated are not annual but calculated starting from 1 September 2025, the launch date of the Prudent fund.

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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.