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 |
| 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% | |