Within the framework of lemania pension solutions, the investment of pension savings takes the form of 3 risk budgets to choose from. These risk budgets are essentially distinguished by the share invested in equities, thus offering different levels of expected returns and risks.

  • Lemania Weather
  • Edmond de Rothschild LPP30, classe L
  • Ethos – Sustainable Balanced 33​ AP
  • Mirabaud – Lemania Pension Fund Mix, classe L
  • Mirabaud – Lemania Pension Fund Mix, classe N
  • Edmond de Rothschild – LPP45, Classe L
  • Mirabaud LPP 45+, classe L
  • Current year

From 31.12.2024 to 26.03.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
1.79%
4.57%
Mirabaud – Lemania Pension Fund Mix, classe N
1.36%
4.57%
Mirabaud LPP 45+, classe L
0.82%
5.61%
Edmond de Rothschild – LPP45, Classe L
0.20%
5.77%
Ethos – Sustainable Balanced 33​ AP
0.08%
5.63%
Edmond de Rothschild LPP30, classe L
-0.26%
4.91%
  • Current year

From 31.12.2024 to 26.03.2025

Perfometer
-0.26
4.91
PERFORMANCE
-0.26% Portfolio
0.71% Index
RISK
4.91% Portfolio
3.57% Index
WEATHER
-0.26% Portfolio performance
0.93% Adjusted index performance
  • The performance (-0.26%) is much lower than the one of the index (0.71%).
  • The risk (4.91%) is higher than the one of the index (3.57%).
     The weather may not be relevant.
  • To assess the quality of the performance (-0.26%), it must be compared to the risk-adjusted performance of the index (0.93%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 26.03.2025

Perfometer
0.08
5.63
PERFORMANCE
0.08% Portfolio
0.71% Index
RISK
5.63% Portfolio
3.57% Index
WEATHER
0.08% Portfolio performance
1.06% Adjusted index performance
  • The performance (0.08%) is much lower than the one of the index (0.71%).
  • The risk (5.63%) is much higher than the one of the index (3.57%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.08%), it must be compared to the risk-adjusted performance of the index (1.06%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 26.03.2025

Perfometer
1.79
4.57
PERFORMANCE
1.79% Portfolio
0.71% Index
RISK
4.57% Portfolio
3.57% Index
WEATHER
1.79% Portfolio performance
0.87% Adjusted index performance
  • The performance (1.79%) is much higher than the one of the index (0.71%).
  • The risk (4.57%) is higher than the one of the index (3.57%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.79%), it must be compared to the risk-adjusted performance of the index (0.87%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year

From 31.12.2024 to 26.03.2025

Perfometer
1.36
4.57
PERFORMANCE
1.36% Portfolio
0.71% Index
RISK
4.57% Portfolio
3.57% Index
WEATHER
1.36% Portfolio performance
0.88% Adjusted index performance
  • The performance (1.36%) is much higher than the one of the index (0.71%).
  • The risk (4.57%) is higher than the one of the index (3.57%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.36%), it must be compared to the risk-adjusted performance of the index (0.88%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year

From 31.12.2024 to 26.03.2025

Perfometer
0.20
5.77
PERFORMANCE
0.20% Portfolio
1.76% Index
RISK
5.77% Portfolio
5.23% Index
WEATHER
0.20% Portfolio performance
1.93% Adjusted index performance
  • The performance (0.20%) is much lower than the one of the index (1.76%).
  • The risk (5.77%) is slightly higher than the one of the index (5.23%). 
  • To assess the quality of the performance (0.20%), it must be compared to the risk-adjusted performance of the index (1.93%). This represents a very big underperformance and explains the stormy weather.
Performance evolution
  • Current year

From 31.12.2024 to 26.03.2025

Perfometer
0.82
5.61
PERFORMANCE
0.82% Portfolio
1.76% Index
RISK
5.61% Portfolio
5.23% Index
WEATHER
0.82% Portfolio performance
1.88% Adjusted index performance
  • The performance (0.82%) is a little lower than the one of the index (1.76%).
  • The risk (5.61%) is slightly higher than the one of the index (5.23%). 
  • To assess the quality of the performance (0.82%), it must be compared to the risk-adjusted performance of the index (1.88%). This represents a big underperformance and explains the rainy weather.
Performance evolution
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