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 15.05.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
1.58%
9.20%
Mirabaud – Lemania Pension Fund Mix, classe N
1.17%
9.24%
Edmond de Rothschild – LPP45, Classe L
0.51%
10.48%
Edmond de Rothschild LPP30, classe L
0.31%
7.60%
Mirabaud LPP 45+, classe L
0.30%
10.33%
Ethos – Sustainable Balanced 33​ AP
0.00%
8.35%
  • Current year

From 31.12.2024 to 15.05.2025

Perfometer
0.31
7.60
PERFORMANCE
0.31% Portfolio
0.48% Index
RISK
7.60% Portfolio
6.61% Index
WEATHER
0.31% Portfolio performance
0.54% Adjusted index performance
  • The performance (0.31%) is a little lower than the one of the index (0.48%).
  • The risk (7.60%) is higher than the one of the index (6.61%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.31%), it must be compared to the risk-adjusted performance of the index (0.54%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 15.05.2025

Perfometer
0.00
8.35
PERFORMANCE
0.00% Portfolio
0.48% Index
RISK
8.35% Portfolio
6.61% Index
WEATHER
0.00% Portfolio performance
0.58% Adjusted index performance
  • The performance (0.00%) is a little lower than the one of the index (0.48%).
  • The risk (8.35%) is much higher than the one of the index (6.61%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.00%), it must be compared to the risk-adjusted performance of the index (0.58%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 15.05.2025

Perfometer
1.58
9.20
PERFORMANCE
1.58% Portfolio
0.48% Index
RISK
9.20% Portfolio
6.61% Index
WEATHER
1.58% Portfolio performance
0.62% Adjusted index performance
  • The performance (1.58%) is much higher than the one of the index (0.48%).
  • The risk (9.20%) is much higher than the one of the index (6.61%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.58%), it must be compared to the risk-adjusted performance of the index (0.62%). This represents a slight outperformance and explains the clear weather.
Performance evolution
  • Current year

From 31.12.2024 to 15.05.2025

Perfometer
1.17
9.24
PERFORMANCE
1.17% Portfolio
0.48% Index
RISK
9.24% Portfolio
6.61% Index
WEATHER
1.17% Portfolio performance
0.62% Adjusted index performance
  • The performance (1.17%) is much higher than the one of the index (0.48%).
  • The risk (9.24%) is much higher than the one of the index (6.61%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.17%), it must be compared to the risk-adjusted performance of the index (0.62%). This represents a slight outperformance and explains the clear weather.
Performance evolution
  • Current year

From 31.12.2024 to 15.05.2025

Perfometer
0.51
10.48
PERFORMANCE
0.51% Portfolio
1.12% Index
RISK
10.48% Portfolio
11.07% Index
WEATHER
0.51% Portfolio performance
1.07% Adjusted index performance
  • The performance (0.51%) is a little lower than the one of the index (1.12%).
  • The risk (10.48%) is slightly lower than the one of the index (11.07%). 
  • To assess the quality of the performance (0.51%), it must be compared to the risk-adjusted performance of the index (1.07%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 15.05.2025

Perfometer
0.30
10.33
PERFORMANCE
0.30% Portfolio
1.12% Index
RISK
10.33% Portfolio
11.07% Index
WEATHER
0.30% Portfolio performance
1.05% Adjusted index performance
  • The performance (0.30%) is a little lower than the one of the index (1.12%).
  • The risk (10.33%) is slightly lower than the one of the index (11.07%). 
  • To assess the quality of the performance (0.30%), it must be compared to the risk-adjusted performance of the index (1.05%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
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