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 Edmond de Rothschild CH - LPP 75 Units -L-
  • Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
  • Current year
  • 2025

From 31.12.2025 to 13.02.2026

Weather graph
Weather list
Name
 
Perf
Risk
Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
0.20%
0.23%
Mirabaud – Lemania Pension Fund Mix, classe L
1.14%
2.92%
Ethos – Sustainable Balanced 33​ AP
1.09%
3.28%
Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
1.27%
2.43%
Uts Edmond de Rothschild CH - LPP 75 Units -L-
1.73%
5.80%
Mirabaud LPP 45+, classe L
1.07%
4.28%
Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
1.10%
5.03%
Edmond de Rothschild LPP30, classe L
0.67%
3.25%
Edmond de Rothschild – LPP45, Classe L
0.82%
4.56%

From 31.12.2024 to 31.12.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
7.28%
6.06%
Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
7.79%
9.69%
Mirabaud LPP 45+, classe L
5.23%
6.84%
Edmond de Rothschild – LPP45, Classe L
5.28%
6.95%
Edmond de Rothschild LPP30, classe L
3.57%
5.07%
Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
2.76%
4.44%
Ethos – Sustainable Balanced 33​ AP
2.27%
5.43%
Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
-0.11%
0.58%
  • Current year
  • 2025

From 31.12.2025 to 13.02.2026

Perfometer
0.20
0.23
PERFORMANCE
0.20% Portfolio
0.72% Index
RISK
0.23% Portfolio
0.89% Index
WEATHER
0.20% Portfolio performance
0.18% Adjusted index performance
  • The performance (0.20%) is much lower than the one of the index (0.72%).
  • The risk (0.23%) is lower than the one of the index (0.89%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.20%), it must be compared to the risk-adjusted performance of the index (0.18%). This represents a slight outperformance and explains the clear weather.
Performance evolution

From 31.12.2024 to 31.12.2025

Perfometer
-0.11
0.58
PERFORMANCE
-0.11% Portfolio
0.51% Index
RISK
0.58% Portfolio
1.83% Index
WEATHER
-0.11% Portfolio performance
0.25% Adjusted index performance
  • The performance (-0.11%) is much lower than the one of the index (0.51%).
  • The risk (0.58%) is much lower than the one of the index (1.83%).
     The weather may not be relevant.
  • To assess the quality of the performance (-0.11%), it must be compared to the risk-adjusted performance of the index (0.25%). This represents a very big underperformance and explains the stormy weather.
Performance evolution
  • Current year
  • 2025

From 31.12.2025 to 13.02.2026

Perfometer
0.67
3.25
PERFORMANCE
0.67% Portfolio
0.87% Index
RISK
3.25% Portfolio
2.52% Index
WEATHER
0.67% Portfolio performance
1.12% Adjusted index performance
  • The performance (0.67%) is a little lower than the one of the index (0.87%).
  • The risk (3.25%) is higher than the one of the index (2.52%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.67%), it must be compared to the risk-adjusted performance of the index (1.12%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 31.12.2024 to 31.12.2025

Perfometer
3.57
5.07
PERFORMANCE
3.57% Portfolio
3.53% Index
RISK
5.07% Portfolio
4.41% Index
WEATHER
3.57% Portfolio performance
4.05% Adjusted index performance
  • The performance (3.57%) is a little higher than the one of the index (3.53%).
  • The risk (5.07%) is higher than the one of the index (4.41%).
     The weather may not be relevant.
  • To assess the quality of the performance (3.57%), it must be compared to the risk-adjusted performance of the index (4.05%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year
  • 2025

From 31.12.2025 to 13.02.2026

Perfometer
1.09
3.28
PERFORMANCE
1.09% Portfolio
0.87% Index
RISK
3.28% Portfolio
2.52% Index
WEATHER
1.09% Portfolio performance
1.13% Adjusted index performance
  • The performance (1.09%) is a little higher than the one of the index (0.87%).
  • The risk (3.28%) is higher than the one of the index (2.52%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.09%), it must be compared to the risk-adjusted performance of the index (1.13%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution

From 31.12.2024 to 31.12.2025

Perfometer
2.27
5.43
PERFORMANCE
2.27% Portfolio
3.53% Index
RISK
5.43% Portfolio
4.41% Index
WEATHER
2.27% Portfolio performance
4.32% Adjusted index performance
  • The performance (2.27%) is much lower than the one of the index (3.53%).
  • The risk (5.43%) is higher than the one of the index (4.41%).
     The weather may not be relevant.
  • To assess the quality of the performance (2.27%), it must be compared to the risk-adjusted performance of the index (4.32%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year
  • 2025

From 31.12.2025 to 13.02.2026

Perfometer
1.14
2.92
PERFORMANCE
1.14% Portfolio
0.87% Index
RISK
2.92% Portfolio
2.52% Index
WEATHER
1.14% Portfolio performance
1.01% Adjusted index performance
  • The performance (1.14%) is a little higher than the one of the index (0.87%).
  • The risk (2.92%) is slightly higher than the one of the index (2.52%). 
  • To assess the quality of the performance (1.14%), it must be compared to the risk-adjusted performance of the index (1.01%). This represents a slight outperformance and explains the clear weather.
Performance evolution

From 31.12.2024 to 31.12.2025

Perfometer
7.28
6.06
PERFORMANCE
7.28% Portfolio
3.53% Index
RISK
6.06% Portfolio
4.41% Index
WEATHER
7.28% Portfolio performance
4.82% Adjusted index performance
  • The performance (7.28%) is significantly higher than the one of the index (3.53%).
  • The risk (6.06%) is much higher than the one of the index (4.41%).
     The weather may not be relevant.
  • To assess the quality of the performance (7.28%), it must be compared to the risk-adjusted performance of the index (4.82%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year
  • 2025

From 31.12.2025 to 13.02.2026

Perfometer
1.27
2.43
PERFORMANCE
1.27% Portfolio
0.87% Index
RISK
2.43% Portfolio
2.52% Index
WEATHER
1.27% Portfolio performance
0.84% Adjusted index performance
  • The performance (1.27%) is a little higher than the one of the index (0.87%).
  • The risk (2.43%) is slightly lower than the one of the index (2.52%). 
  • To assess the quality of the performance (1.27%), it must be compared to the risk-adjusted performance of the index (0.84%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2024 to 31.12.2025

Perfometer
2.76
4.44
PERFORMANCE
2.76% Portfolio
3.53% Index
RISK
4.44% Portfolio
4.41% Index
WEATHER
2.76% Portfolio performance
3.56% Adjusted index performance
  • The performance (2.76%) is much lower than the one of the index (3.53%).
  • The risk (4.44%) is slightly higher than the one of the index (4.41%). 
  • To assess the quality of the performance (2.76%), it must be compared to the risk-adjusted performance of the index (3.56%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year
  • 2025

From 31.12.2025 to 13.02.2026

Perfometer
0.82
4.56
PERFORMANCE
0.82% Portfolio
1.28% Index
RISK
4.56% Portfolio
3.91% Index
WEATHER
0.82% Portfolio performance
1.49% Adjusted index performance
  • The performance (0.82%) is a little lower than the one of the index (1.28%).
  • The risk (4.56%) is slightly higher than the one of the index (3.91%). 
  • To assess the quality of the performance (0.82%), it must be compared to the risk-adjusted performance of the index (1.49%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 31.12.2024 to 31.12.2025

Perfometer
5.28
6.95
PERFORMANCE
5.28% Portfolio
6.46% Index
RISK
6.95% Portfolio
7.37% Index
WEATHER
5.28% Portfolio performance
6.10% Adjusted index performance
  • The performance (5.28%) is a little lower than the one of the index (6.46%).
  • The risk (6.95%) is slightly lower than the one of the index (7.37%). 
  • To assess the quality of the performance (5.28%), it must be compared to the risk-adjusted performance of the index (6.10%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year
  • 2025

From 31.12.2025 to 13.02.2026

Perfometer
1.07
4.28
PERFORMANCE
1.07% Portfolio
1.28% Index
RISK
4.28% Portfolio
3.91% Index
WEATHER
1.07% Portfolio performance
1.40% Adjusted index performance
  • The performance (1.07%) is a little lower than the one of the index (1.28%).
  • The risk (4.28%) is slightly higher than the one of the index (3.91%). 
  • To assess the quality of the performance (1.07%), it must be compared to the risk-adjusted performance of the index (1.40%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 31.12.2024 to 31.12.2025

Perfometer
5.23
6.84
PERFORMANCE
5.23% Portfolio
6.46% Index
RISK
6.84% Portfolio
7.37% Index
WEATHER
5.23% Portfolio performance
6.01% Adjusted index performance
  • The performance (5.23%) is much lower than the one of the index (6.46%).
  • The risk (6.84%) is slightly lower than the one of the index (7.37%). 
  • To assess the quality of the performance (5.23%), it must be compared to the risk-adjusted performance of the index (6.01%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2025 to 13.02.2026

Perfometer
1.73
5.80
PERFORMANCE
1.73% Portfolio
0.88% Index
RISK
5.80% Portfolio
5.74% Index
WEATHER
1.73% Portfolio performance
0.89% Adjusted index performance
  • The performance (1.73%) is a little higher than the one of the index (0.88%).
  • The risk (5.80%) is slightly higher than the one of the index (5.74%). 
  • To assess the quality of the performance (1.73%), it must be compared to the risk-adjusted performance of the index (0.89%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year
  • 2025

From 31.12.2025 to 13.02.2026

Perfometer
1.10
5.03
PERFORMANCE
1.10% Portfolio
0.88% Index
RISK
5.03% Portfolio
5.74% Index
WEATHER
1.10% Portfolio performance
0.77% Adjusted index performance
  • The performance (1.10%) is a little higher than the one of the index (0.88%).
  • The risk (5.03%) is slightly lower than the one of the index (5.74%). 
  • To assess the quality of the performance (1.10%), it must be compared to the risk-adjusted performance of the index (0.77%). This represents a slight outperformance and explains the clear weather.
Performance evolution

From 31.12.2024 to 31.12.2025

Perfometer
7.79
9.69
PERFORMANCE
7.79% Portfolio
8.87% Index
RISK
9.69% Portfolio
10.71% Index
WEATHER
7.79% Portfolio performance
8.04% Adjusted index performance
  • The performance (7.79%) is a little lower than the one of the index (8.87%).
  • The risk (9.69%) is slightly lower than the one of the index (10.71%). 
  • To assess the quality of the performance (7.79%), it must be compared to the risk-adjusted performance of the index (8.04%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution