Determine your investment profile

Universal Life offers a simple process to determine your investment profile and identify the combination of investment funds that best suits your needs.

* The outcome is a generic investment profile that is consistent with your responses. The final choice of a pension investment fund is your sole responsibility and Universal Life Insurance Public Company Ltd assumes no responsibility.

Your investment profile is assessed as:
Conservative
Conservative - Very low investment risk

Your investment profile aims for investment returns comparable to those of Euro denominated money market instruments. Your profile’s main investment goal is capital protection.

Conservative
Defensive
Defensive - Low investment risk

Your investment profile aims for moderate long term capital appreciation by holding primarily income investments. Your profile’s main investment goal is capital protection while capital appreciation is considered a secondary goal.

Defensive
Balanced
Balanced - Medium investment risk

Your investment profile aims for satisfactory long term capital appreciation by holding both growth and income investments. Your investment goal is a combination of capital appreciation and capital protection.

Balanced
Dynamic
Dynamic - High investment risk

Your investment profile aims for high long term capital appreciation by holding primarily growth investments. Your profile’s main investment goal is long term capital appreciation, with tolerance for fluctuations in the value of your investment.

Dynamic
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Investment performance projection tool

Investment performance projection tool

Determine the investment performance of your Pension plan.

Find out more