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
  • Ethos-Sustain. Balanced 33 E
  • Mirabaud Preservation Z
  • Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
  • Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 17.04.2021 to 16.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
-4.72%
4.46%
Ethos-Sustain. Balanced 33 E
-7.72%
5.90%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
-10.56%
6.42%
Mirabaud Preservation Z
-2.29%
0.87%

From 31.12.2023 to 16.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
2.78%
2.89%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
0.96%
2.56%
Ethos-Sustain. Balanced 33 E
0.79%
3.13%
Mirabaud Preservation Z
0.30%
0.69%

From 31.12.2022 to 31.12.2023

Weather graph
Weather list
Name
 
Perf
Risk
Ethos-Sustain. Balanced 33 E
5.00%
4.12%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
3.69%
3.89%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
2.92%
4.73%
Mirabaud Preservation Z
1.65%
0.74%

From 31.12.2021 to 31.12.2022

Weather graph
Weather list
Name
 
Perf
Risk
Ethos-Sustain. Balanced 33 E
-14.27%
8.48%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
-11.84%
5.73%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
-18.93%
8.32%
Mirabaud Preservation Z
-3.85%
1.11%

From 01.11.2018 to 16.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
6.80%
5.00%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
2.86%
7.33%
Ethos-Sustain. Balanced 33 E
1.77%
6.18%
Mirabaud Preservation Z
-2.39%
0.85%
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 17.04.2021 to 16.04.2024

Perfometer
-7.72
5.90
PERFORMANCE
-7.72% Portfolio
-8.85% Index
RISK
5.90% Portfolio
4.53% Index
WEATHER
-7.72% Portfolio performance
-11.90% Adjusted index performance
  • The performance (-7.72%) is much higher than the one of the index (-8.85%).
  • The risk (5.90%) is higher than the one of the index (4.53%).
     The weather may not be relevant.
  • To assess the quality of the performance (-7.72%), it must be compared to the risk-adjusted performance of the index (-11.90%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2023 to 16.04.2024

Perfometer
0.79
3.13
PERFORMANCE
0.79% Portfolio
1.32% Index
RISK
3.13% Portfolio
2.71% Index
WEATHER
0.79% Portfolio performance
1.45% Adjusted index performance
  • The performance (0.79%) is a little lower than the one of the index (1.32%).
  • The risk (3.13%) is slightly higher than the one of the index (2.71%). 
  • To assess the quality of the performance (0.79%), it must be compared to the risk-adjusted performance of the index (1.45%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 31.12.2022 to 31.12.2023

Perfometer
5.00
4.12
PERFORMANCE
5.00% Portfolio
2.70% Index
RISK
4.12% Portfolio
4.00% Index
WEATHER
5.00% Portfolio performance
2.74% Adjusted index performance
  • The performance (5.00%) is significantly higher than the one of the index (2.70%).
  • The risk (4.12%) is slightly higher than the one of the index (4.00%). 
  • To assess the quality of the performance (5.00%), it must be compared to the risk-adjusted performance of the index (2.74%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2021 to 31.12.2022

Perfometer
-14.27
8.48
PERFORMANCE
-14.27% Portfolio
-13.30% Index
RISK
8.48% Portfolio
5.80% Index
WEATHER
-14.27% Portfolio performance
-19.33% Adjusted index performance
  • The performance (-14.27%) is much lower than the one of the index (-13.30%).
  • The risk (8.48%) is much higher than the one of the index (5.80%).
     The weather may not be relevant.
  • To assess the quality of the performance (-14.27%), it must be compared to the risk-adjusted performance of the index (-19.33%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 01.11.2018 to 16.04.2024

Perfometer
1.77
6.18
PERFORMANCE
1.77% Portfolio
-0.16% Index
RISK
6.18% Portfolio
5.37% Index
WEATHER
1.77% Portfolio performance
-0.09% Adjusted index performance
  • The performance (1.77%) is significantly higher than the one of the index (-0.16%).
  • The risk (6.18%) is higher than the one of the index (5.37%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.77%), it must be compared to the risk-adjusted performance of the index (-0.09%). This represents a slight outperformance and explains the clear weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 17.04.2021 to 16.04.2024

Perfometer
-2.29
0.87
PERFORMANCE
-2.29% Portfolio
-8.85% Index
RISK
0.87% Portfolio
4.53% Index
WEATHER
-2.29% Portfolio performance
-0.77% Adjusted index performance
  • The performance (-2.29%) is significantly higher than the one of the index (-8.85%).
  • The risk (0.87%) is much lower than the one of the index (4.53%).
     The weather may not be relevant.
  • To assess the quality of the performance (-2.29%), it must be compared to the risk-adjusted performance of the index (-0.77%). This represents a very big underperformance and explains the stormy weather.
Performance evolution

From 31.12.2023 to 16.04.2024

Perfometer
0.30
0.69
PERFORMANCE
0.30% Portfolio
1.32% Index
RISK
0.69% Portfolio
2.71% Index
WEATHER
0.30% Portfolio performance
0.69% Adjusted index performance
  • The performance (0.30%) is much lower than the one of the index (1.32%).
  • The risk (0.69%) is much lower than the one of the index (2.71%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.30%), it must be compared to the risk-adjusted performance of the index (0.69%). This represents a very big underperformance and explains the stormy weather.
Performance evolution

From 31.12.2022 to 31.12.2023

Perfometer
1.65
0.74
PERFORMANCE
1.65% Portfolio
2.70% Index
RISK
0.74% Portfolio
4.00% Index
WEATHER
1.65% Portfolio performance
1.69% Adjusted index performance
  • The performance (1.65%) is much lower than the one of the index (2.70%).
  • The risk (0.74%) is much lower than the one of the index (4.00%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.65%), it must be compared to the risk-adjusted performance of the index (1.69%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution

From 31.12.2021 to 31.12.2022

Perfometer
-3.85
1.11
PERFORMANCE
-3.85% Portfolio
-13.30% Index
RISK
1.11% Portfolio
5.80% Index
WEATHER
-3.85% Portfolio performance
-2.74% Adjusted index performance
  • The performance (-3.85%) is significantly higher than the one of the index (-13.30%).
  • The risk (1.11%) is much lower than the one of the index (5.80%).
     The weather may not be relevant.
  • To assess the quality of the performance (-3.85%), it must be compared to the risk-adjusted performance of the index (-2.74%). This represents a very big underperformance and explains the stormy weather.
Performance evolution

From 01.11.2018 to 16.04.2024

Perfometer
-2.39
0.85
PERFORMANCE
-2.39% Portfolio
-0.16% Index
RISK
0.85% Portfolio
5.37% Index
WEATHER
-2.39% Portfolio performance
-0.57% Adjusted index performance
  • The performance (-2.39%) is significantly lower than the one of the index (-0.16%).
  • The risk (0.85%) is much lower than the one of the index (5.37%).
     The weather may not be relevant.
  • To assess the quality of the performance (-2.39%), it must be compared to the risk-adjusted performance of the index (-0.57%). This represents a very big underperformance and explains the stormy weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 17.04.2021 to 16.04.2024

Perfometer
-4.72
4.46
PERFORMANCE
-4.72% Portfolio
-8.85% Index
RISK
4.46% Portfolio
4.53% Index
WEATHER
-4.72% Portfolio performance
-8.70% Adjusted index performance
  • The performance (-4.72%) is significantly higher than the one of the index (-8.85%).
  • The risk (4.46%) is slightly lower than the one of the index (4.53%). 
  • To assess the quality of the performance (-4.72%), it must be compared to the risk-adjusted performance of the index (-8.70%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2023 to 16.04.2024

Perfometer
0.96
2.56
PERFORMANCE
0.96% Portfolio
1.32% Index
RISK
2.56% Portfolio
2.71% Index
WEATHER
0.96% Portfolio performance
1.27% Adjusted index performance
  • The performance (0.96%) is a little lower than the one of the index (1.32%).
  • The risk (2.56%) is slightly lower than the one of the index (2.71%). 
  • To assess the quality of the performance (0.96%), it must be compared to the risk-adjusted performance of the index (1.27%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 31.12.2022 to 31.12.2023

Perfometer
3.69
3.89
PERFORMANCE
3.69% Portfolio
2.70% Index
RISK
3.89% Portfolio
4.00% Index
WEATHER
3.69% Portfolio performance
2.67% Adjusted index performance
  • The performance (3.69%) is much higher than the one of the index (2.70%).
  • The risk (3.89%) is slightly lower than the one of the index (4.00%). 
  • To assess the quality of the performance (3.69%), it must be compared to the risk-adjusted performance of the index (2.67%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2021 to 31.12.2022

Perfometer
-11.84
5.73
PERFORMANCE
-11.84% Portfolio
-13.30% Index
RISK
5.73% Portfolio
5.80% Index
WEATHER
-11.84% Portfolio performance
-13.15% Adjusted index performance
  • The performance (-11.84%) is much higher than the one of the index (-13.30%).
  • The risk (5.73%) is slightly lower than the one of the index (5.80%). 
  • To assess the quality of the performance (-11.84%), it must be compared to the risk-adjusted performance of the index (-13.15%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 01.11.2018 to 16.04.2024

Perfometer
6.80
5.00
PERFORMANCE
6.80% Portfolio
-0.16% Index
RISK
5.00% Portfolio
5.37% Index
WEATHER
6.80% Portfolio performance
-0.20% Adjusted index performance
  • The performance (6.80%) is significantly higher than the one of the index (-0.16%).
  • The risk (5.00%) is slightly lower than the one of the index (5.37%). 
  • To assess the quality of the performance (6.80%), it must be compared to the risk-adjusted performance of the index (-0.20%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 17.04.2021 to 16.04.2024

Perfometer
-10.56
6.42
PERFORMANCE
-10.56% Portfolio
-8.61% Index
RISK
6.42% Portfolio
6.73% Index
WEATHER
-10.56% Portfolio performance
-8.17% Adjusted index performance
  • The performance (-10.56%) is much lower than the one of the index (-8.61%).
  • The risk (6.42%) is slightly lower than the one of the index (6.73%). 
  • To assess the quality of the performance (-10.56%), it must be compared to the risk-adjusted performance of the index (-8.17%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 31.12.2023 to 16.04.2024

Perfometer
2.78
2.89
PERFORMANCE
2.78% Portfolio
2.57% Index
RISK
2.89% Portfolio
3.44% Index
WEATHER
2.78% Portfolio performance
2.24% Adjusted index performance
  • The performance (2.78%) is a little higher than the one of the index (2.57%).
  • The risk (2.89%) is slightly lower than the one of the index (3.44%). 
  • To assess the quality of the performance (2.78%), it must be compared to the risk-adjusted performance of the index (2.24%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2022 to 31.12.2023

Perfometer
2.92
4.73
PERFORMANCE
2.92% Portfolio
3.27% Index
RISK
4.73% Portfolio
5.73% Index
WEATHER
2.92% Portfolio performance
2.95% Adjusted index performance
  • The performance (2.92%) is a little lower than the one of the index (3.27%).
  • The risk (4.73%) is slightly lower than the one of the index (5.73%). 
  • To assess the quality of the performance (2.92%), it must be compared to the risk-adjusted performance of the index (2.95%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution

From 31.12.2021 to 31.12.2022

Perfometer
-18.93
8.32
PERFORMANCE
-18.93% Portfolio
-15.22% Index
RISK
8.32% Portfolio
8.84% Index
WEATHER
-18.93% Portfolio performance
-14.35% Adjusted index performance
  • The performance (-18.93%) is significantly lower than the one of the index (-15.22%).
  • The risk (8.32%) is slightly lower than the one of the index (8.84%). 
  • To assess the quality of the performance (-18.93%), it must be compared to the risk-adjusted performance of the index (-14.35%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 01.11.2018 to 16.04.2024

Perfometer
2.86
7.33
PERFORMANCE
2.86% Portfolio
4.86% Index
RISK
7.33% Portfolio
7.86% Index
WEATHER
2.86% Portfolio performance
4.49% Adjusted index performance
  • The performance (2.86%) is much lower than the one of the index (4.86%).
  • The risk (7.33%) is slightly lower than the one of the index (7.86%). 
  • To assess the quality of the performance (2.86%), it must be compared to the risk-adjusted performance of the index (4.49%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
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