UniLife-Regular-Premium-CF-Balanced-Fund
Recommended Holding Period: 20 years
Investment Amount: 1000(€)
| If you exit after 1 year | If you exit after 10 years | If you exit after 20 years | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reference Month" | Scenarios | Stress | Unfavorable | Moderate | Favorable | Stress | Unfavorable | Moderate | Favorable | Stress | Unfavorable | Moderate | Favorable |
| 30/11/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 530.00 | 530.00 | 1,010.00 | 1,440.00 | 7,490.00 | 7,490.00 | 9,850.00 | 11,370.00 | 14,850.00 | 14,850.00 | 19,960.00 | 21,080.00 | |
| Average Performance | -47.00% | -47.00% | 1.00% | 44.00% | -5.33% | -5.33% | -0.27% | 2.32% | -2.93% | -2.93% | -0.02% | 0.50% | |
| 31/10/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 540.00 | 540.00 | 1,010.00 | 1,430.00 | 7,240.00 | 7,240.00 | 9,810.00 | 11,370.00 | 14,050.00 | 14,050.00 | 19,940.00 | 21,080.00 | |
| Average Performance | -46.00% | -46.00% | 1.00% | 43.00% | -5.97% | -5.97% | -0.35% | 2.32% | -3.50% | -3.50% | -0.03% | 0.50% | |
| 30/09/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 430.00 | 430.00 | 1,010.00 | 1,440.00 | 6,580.00 | 6,580.00 | 9,850.00 | 11,370.00 | 12,920.00 | 12,920.00 | 19,960.00 | 21,080.00 | |
| Average Performance | -57.00% | -57.00% | 1.00% | 44.00% | -7.78% | -7.78% | -0.27% | 2.32% | -4.38% | -4.38% | -0.02% | 0.50% | |
| 29/08/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 430.00 | 430.00 | 1,010.00 | 1,440.00 | 6,350.00 | 6,350.00 | 9,810.00 | 11,510.00 | 12,610.00 | 12,610.00 | 19,900.00 | 21,280.00 | |
| Average Performance | -57.00% | -57.00% | 1.00% | 44.00% | -8.46% | -8.46% | -0.35% | 2.54% | -4.64% | -4.64% | -0.05% | 0.59% | |
| 31/07/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 430.00 | 430.00 | 1,010.00 | 1,430.00 | 6,380.00 | 6,380.00 | 9,790.00 | 11,370.00 | 12,560.00 | 12,560.00 | 19,940.00 | 21,080.00 | |
| Average Performance | -57.00% | -57.00% | 1.00% | 43.00% | -8.37% | -8.37% | -0.39% | 2.32% | -4.68% | -4.68% | -0.03% | 0.50% | |
| 30/06/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 430.00 | 430.00 | 1,010.00 | 1,440.00 | 0.00 | 6,000.00 | 9,810.00 | 11,370.00 | 0.00 | 12,090.00 | 19,900.00 | 21,080.00 | |
| Average Performance | -57.00% | -57.00% | 1.00% | 44.00% | -100.00% | -9.55% | -0.35% | 2.32% | -100.00% | -5.09% | -0.05% | 0.50% | |
| 31/05/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 430.00 | 430.00 | 1,010.00 | 1,430.00 | 5,800.00 | 5,800.00 | 9,780.00 | 11,370.00 | 11,630.00 | 11,630.00 | 19,890.00 | 21,080.00 | |
| Average Performance | -57.00% | -57.00% | 1.00% | 43.00% | -10.21% | -10.21% | -0.40% | 2.32% | -5.51% | -5.51% | -0.05% | 0.50% | |
| 30/04/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 430.00 | 430.00 | 1,010.00 | 1,440.00 | 5,780.00 | 5,780.00 | 9,790.00 | 11,370.00 | 11,570.00 | 11,570.00 | 19,800.00 | 21,080.00 | |
| Average Performance | -57.00% | -57.00% | 1.00% | 44.00% | -10.27% | -10.27% | -0.39% | 2.32% | -5.57% | -5.57% | -0.10% | 0.50% | |
| 31/03/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 430.00 | 430.00 | 1,010.00 | 1,430.00 | 5,800.00 | 5,800.00 | 9,770.00 | 11,370.00 | 11,570.00 | 11,570.00 | 19,730.00 | 21,080.00 | |
| Average Performance | -57.00% | -57.00% | 1.00% | 43.00% | -10.21% | -10.21% | -0.42% | 2.32% | -5.57% | -5.57% | -0.13% | 0.50% | |
| 28/02/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 410.00 | 410.00 | 1,010.00 | 1,440.00 | 5,680.00 | 5,680.00 | 9,770.00 | 11,510.00 | 11,010.00 | 11,010.00 | 19,760.00 | 21,240.00 | |
| Average Performance | -59.00% | -59.00% | 1.00% | 44.00% | -10.61% | -10.61% | -0.42% | 2.54% | -6.11% | -6.11% | -0.12% | 0.57% | |
| 01/01/2025 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 410.00 | 410.00 | 1,000.00 | 1,430.00 | 5,460.00 | 5,460.00 | 9,740.00 | 11,370.00 | 11,210.00 | 11,210.00 | 19,590.00 | 21,080.00 | |
| Average Performance | -59.00% | -59.00% | 0.00% | 43.00% | -11.38% | -11.38% | -0.48% | 2.32% | -5.91% | -5.91% | -0.20% | 0.50% | |
| 31/12/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 410.00 | 410.00 | 1,000.00 | 1,430.00 | 5,460.00 | 5,460.00 | 9,740.00 | 11,370.00 | 11,210.00 | 11,210.00 | 19,590.00 | 21,080.00 | |
| Average Performance | -59.00% | -59.00% | 0.00% | 43.00% | -11.38% | -11.38% | -0.48% | 2.32% | -5.91% | -5.91% | -0.20% | 0.50% | |
| 30/11/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 1,440.00 | 5,130.00 | 5,130.00 | 9,730.00 | 11,370.00 | 10,190.00 | 10,620.00 | 19,590.00 | 21,080.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 44.00% | -12.61% | -12.61% | -0.50% | 2.32% | -6.98% | -6.51% | -0.20% | 0.50% | |
| 31/10/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 1,430.00 | 5,050.00 | 5,050.00 | 9,540.00 | 11,130.00 | 9,880.00 | 10,290.00 | 18,790.00 | 20,160.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 43.00% | -12.92% | -12.92% | -0.86% | 1.94% | -7.34% | -6.87% | -0.60% | 0.08% | |
| 30/09/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 1,440.00 | 5,040.00 | 5,040.00 | 9,520.00 | 11,130.00 | 9,880.00 | 10,290.00 | 18,740.00 | 20,160.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 44.00% | -12.96% | -12.96% | -0.90% | 1.94% | -7.34% | -6.87% | -0.62% | 0.08% | |
| 31/08/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 1,430.00 | 5,050.00 | 5,050.00 | 9,510.00 | 11,130.00 | 9,880.00 | 10,290.00 | 18,730.00 | 19,980.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 43.00% | -12.92% | -12.92% | -0.92% | 1.94% | -7.34% | -6.87% | -0.63% | -0.01% | |
| 31/07/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 1,430.00 | 5,050.00 | 5,050.00 | 9,510.00 | 11,130.00 | 9,870.00 | 10,290.00 | 18,720.00 | 19,980.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 43.00% | -12.92% | -12.92% | -0.92% | 1.94% | -7.35% | -6.87% | -0.63% | -0.01% | |
| 30/06/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 1,670.00 | 5,040.00 | 5,040.00 | 9,500.00 | 11,130.00 | 9,870.00 | 10,290.00 | 18,710.00 | 19,900.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 67.00% | -12.96% | -12.96% | -0.93% | 1.94% | -7.35% | -6.87% | -0.64% | -0.05% | |
| 31/05/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 2,080.00 | 5,050.00 | 5,050.00 | 9,490.00 | 11,130.00 | 9,920.00 | 10,290.00 | 18,680.00 | 19,900.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 108.00% | -12.92% | -12.92% | -0.95% | 1.94% | -7.29% | -6.87% | -0.65% | -0.05% | |
| 30/04/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 2,130.00 | 5,040.00 | 5,040.00 | 9,500.00 | 11,130.00 | 9,910.00 | 10,290.00 | 18,600.00 | 19,850.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 113.00% | -12.96% | -12.96% | -0.93% | 1.94% | -7.30% | -6.87% | -0.70% | -0.07% | |
| 31/03/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 2,130.00 | 5,050.00 | 5,050.00 | 9,470.00 | 11,130.00 | 9,920.00 | 10,290.00 | 18,430.00 | 19,900.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 113.00% | -12.92% | -12.92% | -0.99% | 1.94% | -7.29% | -6.87% | -0.79% | -0.05% | |
| 29/02/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 2,520.00 | 5,040.00 | 5,040.00 | 9,480.00 | 11,270.00 | 9,870.00 | 10,350.00 | 18,160.00 | 19,860.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 152.00% | -12.96% | -12.96% | -0.97% | 2.16% | -7.35% | -6.80% | -0.93% | -0.07% | |
| 31/01/2024 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 370.00 | 370.00 | 1,000.00 | 2,590.00 | 5,050.00 | 5,050.00 | 9,470.00 | 11,130.00 | 9,870.00 | 10,290.00 | 18,080.00 | 19,900.00 | |
| Average Performance | -63.00% | -63.00% | 0.00% | 159.00% | -12.92% | -12.92% | -0.99% | 1.94% | -7.35% | -6.87% | -0.97% | -0.05% | |
| 31/12/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 320.00 | 320.00 | 950.00 | 3,110.00 | 4,860.00 | 4,860.00 | 9,120.00 | 10,760.00 | 9,670.00 | 10,040.00 | 17,360.00 | 19,550.00 | |
| Average Performance | -68.00% | -68.00% | -5.00% | 211.00% | -13.68% | -13.68% | -1.68% | 1.33% | -7.58% | -7.15% | -1.37% | -0.22% | |
| 30/11/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 320.00 | 320.00 | 950.00 | 3,540.00 | 4,860.00 | 4,860.00 | 9,130.00 | 10,770.00 | 9,660.00 | 10,040.00 | 17,390.00 | 19,500.00 | |
| Average Performance | -68.00% | -68.00% | -5.00% | 254.00% | -13.68% | -13.68% | -1.66% | 1.34% | -7.59% | -7.15% | -1.35% | -0.24% | |
| 31/10/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 330.00 | 330.00 | 960.00 | 3,550.00 | 2,730.00 | 5,100.00 | 9,650.00 | 11,440.00 | 6,040.00 | 10,980.00 | 19,240.00 | 21,920.00 | |
| Average Performance | -67.00% | -67.00% | -4.00% | 255.00% | -25.80% | -12.73% | -0.65% | 2.43% | -13.53% | -6.14% | -0.37% | 0.87% | |
| 30/09/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 330.00 | 330.00 | 960.00 | 3,550.00 | 2,730.00 | 5,100.00 | 9,650.00 | 11,450.00 | 6,040.00 | 10,980.00 | 18,890.00 | 21,850.00 | |
| Average Performance | -67.00% | -67.00% | -4.00% | 255.00% | -25.80% | -12.73% | -0.65% | 2.45% | -13.53% | -6.14% | -0.55% | 0.84% | |
| 31/08/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 330.00 | 330.00 | 960.00 | 3,550.00 | 2,730.00 | 5,100.00 | 9,650.00 | 11,440.00 | 6,040.00 | 10,980.00 | 19,240.00 | 21,920.00 | |
| Average Performance | -67.00% | -67.00% | -4.00% | 255.00% | -25.80% | -12.73% | -0.65% | 2.43% | -13.53% | -6.14% | -0.37% | 0.87% | |
| 31/07/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 330.00 | 330.00 | 960.00 | 3,550.00 | 2,730.00 | 5,100.00 | 9,650.00 | 11,440.00 | 6,040.00 | 10,980.00 | 19,380.00 | 21,920.00 | |
| Average Performance | -67.00% | -67.00% | -4.00% | 255.00% | -25.80% | -12.73% | -0.65% | 2.43% | -13.53% | -6.14% | -0.30% | 0.87% | |
| 30/06/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 330.00 | 330.00 | 970.00 | 3,550.00 | 2,730.00 | 5,100.00 | 9,660.00 | 11,450.00 | 6,040.00 | 10,980.00 | 19,420.00 | 21,850.00 | |
| Average Performance | -67.00% | -67.00% | -3.00% | 255.00% | -25.80% | -12.73% | -0.63% | 2.45% | -13.53% | -6.14% | -0.28% | 0.84% | |
| 31/05/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 330.00 | 330.00 | 960.00 | 3,550.00 | 2,730.00 | 5,100.00 | 9,650.00 | 11,440.00 | 6,040.00 | 10,980.00 | 19,380.00 | 21,920.00 | |
| Average Performance | -67.00% | -67.00% | -4.00% | 255.00% | -25.80% | -12.73% | -0.65% | 2.43% | -13.53% | -6.14% | -0.30% | 0.87% | |
| 30/04/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 330.00 | 330.00 | 970.00 | 3,550.00 | 2,730.00 | 5,100.00 | 9,660.00 | 11,450.00 | 6,040.00 | 10,980.00 | 19,420.00 | 21,850.00 | |
| Average Performance | -67.00% | -67.00% | -3.00% | 255.00% | -25.80% | -12.73% | -0.63% | 2.45% | -13.53% | -6.14% | -0.28% | 0.84% | |
| 31/03/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 330.00 | 330.00 | 970.00 | 3,550.00 | 2,730.00 | 5,100.00 | 9,650.00 | 11,440.00 | 6,040.00 | 10,980.00 | 19,380.00 | 21,920.00 | |
| Average Performance | -67.00% | -67.00% | -3.00% | 255.00% | -25.80% | -12.73% | -0.65% | 2.43% | -13.53% | -6.14% | -0.30% | 0.87% | |
| 28/02/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 330.00 | 330.00 | 970.00 | 3,550.00 | 2,730.00 | 5,100.00 | 9,680.00 | 11,910.00 | 6,120.00 | 11,050.00 | 19,420.00 | 21,850.00 | |
| Average Performance | -67.00% | -67.00% | -3.00% | 255.00% | -25.80% | -12.73% | -0.59% | 3.15% | -13.35% | -6.07% | -0.28% | 0.84% | |
| 31/01/2023 | Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | |||||||||||
| Amount (€) | 330.00 | 330.00 | 970.00 | 3,550.00 | 2,730.00 | 5,100.00 | 9,650.00 | 12,070.00 | 6,040.00 | 10,980.00 | 19,380.00 | 21,920.00 | |
| Average Performance | -67.00% | -67.00% | -3.00% | 255.00% | -25.80% | -12.73% | -0.65% | 3.39% | -13.53% | -6.14% | -0.30% | 0.87% | |