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
  • Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
  • Edmond de Rothschild LPP30, classe L
  • Ethos – Sustainable Balanced 33​ AP
  • Mirabaud – Lemania Pension Fund Mix, classe L
  • Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
  • Edmond de Rothschild – LPP45, Classe L
  • Mirabaud LPP 45+, classe L
  • Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
  • Current year

From 31.12.2024 to 10.12.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
6.37%
6.23%
Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
6.85%
9.93%
Edmond de Rothschild – LPP45, Classe L
4.95%
7.12%
Mirabaud LPP 45+, classe L
4.75%
7.00%
Edmond de Rothschild LPP30, classe L
3.39%
5.18%
Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
2.39%
4.52%
Ethos – Sustainable Balanced 33​ AP
2.08%
5.58%
Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
-0.04%
0.59%
  • Current year

From 31.12.2024 to 10.12.2025

Perfometer
-0.04
0.59
PERFORMANCE
-0.04% Portfolio
0.57% Index
RISK
0.59% Portfolio
1.84% Index
WEATHER
-0.04% Portfolio performance
0.27% Adjusted index performance
  • The performance (-0.04%) is much lower than the one of the index (0.57%).
  • The risk (0.59%) is much lower than the one of the index (1.84%).
     The weather may not be relevant.
  • To assess the quality of the performance (-0.04%), it must be compared to the risk-adjusted performance of the index (0.27%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 10.12.2025

Perfometer
3.39
5.18
PERFORMANCE
3.39% Portfolio
3.30% Index
RISK
5.18% Portfolio
4.51% Index
WEATHER
3.39% Portfolio performance
3.77% Adjusted index performance
  • The performance (3.39%) is a little higher than the one of the index (3.30%).
  • The risk (5.18%) is higher than the one of the index (4.51%).
     The weather may not be relevant.
  • To assess the quality of the performance (3.39%), it must be compared to the risk-adjusted performance of the index (3.77%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 10.12.2025

Perfometer
2.08
5.58
PERFORMANCE
2.08% Portfolio
3.30% Index
RISK
5.58% Portfolio
4.51% Index
WEATHER
2.08% Portfolio performance
4.05% Adjusted index performance
  • The performance (2.08%) is much lower than the one of the index (3.30%).
  • The risk (5.58%) is higher than the one of the index (4.51%).
     The weather may not be relevant.
  • To assess the quality of the performance (2.08%), it must be compared to the risk-adjusted performance of the index (4.05%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 10.12.2025

Perfometer
6.37
6.23
PERFORMANCE
6.37% Portfolio
3.30% Index
RISK
6.23% Portfolio
4.51% Index
WEATHER
6.37% Portfolio performance
4.51% Adjusted index performance
  • The performance (6.37%) is significantly higher than the one of the index (3.30%).
  • The risk (6.23%) is much higher than the one of the index (4.51%).
     The weather may not be relevant.
  • To assess the quality of the performance (6.37%), it must be compared to the risk-adjusted performance of the index (4.51%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year

From 31.12.2024 to 10.12.2025

Perfometer
2.39
4.52
PERFORMANCE
2.39% Portfolio
3.30% Index
RISK
4.52% Portfolio
4.51% Index
WEATHER
2.39% Portfolio performance
3.30% Adjusted index performance
  • The performance (2.39%) is much lower than the one of the index (3.30%).
  • The risk (4.52%) is slightly higher than the one of the index (4.51%). 
  • To assess the quality of the performance (2.39%), it must be compared to the risk-adjusted performance of the index (3.30%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 10.12.2025

Perfometer
4.95
7.12
PERFORMANCE
4.95% Portfolio
5.88% Index
RISK
7.12% Portfolio
7.56% Index
WEATHER
4.95% Portfolio performance
5.54% Adjusted index performance
  • The performance (4.95%) is a little lower than the one of the index (5.88%).
  • The risk (7.12%) is slightly lower than the one of the index (7.56%). 
  • To assess the quality of the performance (4.95%), it must be compared to the risk-adjusted performance of the index (5.54%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 10.12.2025

Perfometer
4.75
7.00
PERFORMANCE
4.75% Portfolio
5.88% Index
RISK
7.00% Portfolio
7.56% Index
WEATHER
4.75% Portfolio performance
5.45% Adjusted index performance
  • The performance (4.75%) is a little lower than the one of the index (5.88%).
  • The risk (7.00%) is slightly lower than the one of the index (7.56%). 
  • To assess the quality of the performance (4.75%), it must be compared to the risk-adjusted performance of the index (5.45%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 10.12.2025

Perfometer
6.85
9.93
PERFORMANCE
6.85% Portfolio
8.45% Index
RISK
9.93% Portfolio
10.98% Index
WEATHER
6.85% Portfolio performance
7.65% Adjusted index performance
  • The performance (6.85%) is a little lower than the one of the index (8.45%).
  • The risk (9.93%) is slightly lower than the one of the index (10.98%). 
  • To assess the quality of the performance (6.85%), it must be compared to the risk-adjusted performance of the index (7.65%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution