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 – LPP 45
- Mirabaud LPP 45+, classe L
- Current year
From 31.12.2024 to 18.03.2025
Weather graph
Weather list
Name
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe N
1.36%
4.60%
Mirabaud – Lemania Pension Fund Mix, classe L
1.31%
4.59%
Mirabaud LPP 45+, classe L
0.46%
5.74%
Ethos – Sustainable Balanced 33 AP
-0.12%
5.77%
Edmond de Rothschild – LPP 45
-0.25%
5.86%
Edmond de Rothschild LPP30, classe L
-0.60%
5.00%
- Current year
From 31.12.2024 to 18.03.2025
Perfometer
-0.60
5.00
PERFORMANCE
-0.60%
Portfolio
0.57%
Index
RISK
5.00%
Portfolio
3.66%
Index
WEATHER
-0.60%
Portfolio performance
0.74%
Adjusted index performance
- The performance (-0.60%) is much lower than the one of the index (0.57%).
- The risk (5.00%) is higher than the one of the index (3.66%).
The weather may not be relevant. - To assess the quality of the performance (-0.60%), it must be compared to the risk-adjusted performance of the index (0.74%). This represents a big underperformance and explains the rainy weather.
Performance evolution
- Current year
From 31.12.2024 to 18.03.2025
Perfometer
-0.12
5.77
PERFORMANCE
-0.12%
Portfolio
0.57%
Index
RISK
5.77%
Portfolio
3.66%
Index
WEATHER
-0.12%
Portfolio performance
0.84%
Adjusted index performance
- The performance (-0.12%) is much lower than the one of the index (0.57%).
- The risk (5.77%) is much higher than the one of the index (3.66%).
The weather may not be relevant. - To assess the quality of the performance (-0.12%), it must be compared to the risk-adjusted performance of the index (0.84%). This represents a big underperformance and explains the rainy weather.
Performance evolution
- Current year
From 31.12.2024 to 18.03.2025
Perfometer
1.31
4.59
PERFORMANCE
1.31%
Portfolio
0.57%
Index
RISK
4.59%
Portfolio
3.66%
Index
WEATHER
1.31%
Portfolio performance
0.69%
Adjusted index performance
- The performance (1.31%) is much higher than the one of the index (0.57%).
- The risk (4.59%) is higher than the one of the index (3.66%). The weather may not be relevant.
- To assess the quality of the performance (1.31%), it must be compared to the risk-adjusted performance of the index (0.69%). This represents a big outperformance and explains the sunny weather.
Performance evolution
- Current year
From 31.12.2024 to 18.03.2025
Perfometer
1.36
4.60
PERFORMANCE
1.36%
Portfolio
0.57%
Index
RISK
4.60%
Portfolio
3.66%
Index
WEATHER
1.36%
Portfolio performance
0.69%
Adjusted index performance
- The performance (1.36%) is much higher than the one of the index (0.57%).
- The risk (4.60%) is higher than the one of the index (3.66%). 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 (0.69%). This represents a big outperformance and explains the sunny weather.
Performance evolution
- Current year
From 31.12.2024 to 18.03.2025
Perfometer
-0.25
5.86
PERFORMANCE
-0.25%
Portfolio
1.55%
Index
RISK
5.86%
Portfolio
5.38%
Index
WEATHER
-0.25%
Portfolio performance
1.68%
Adjusted index performance
- The performance (-0.25%) is much lower than the one of the index (1.55%).
- The risk (5.86%) is slightly higher than the one of the index (5.38%).
- To assess the quality of the performance (-0.25%), it must be compared to the risk-adjusted performance of the index (1.68%). This represents a very big underperformance and explains the stormy weather.
Performance evolution
- Current year
From 31.12.2024 to 18.03.2025
Perfometer
0.46
5.74
PERFORMANCE
0.46%
Portfolio
1.55%
Index
RISK
5.74%
Portfolio
5.38%
Index
WEATHER
0.46%
Portfolio performance
1.65%
Adjusted index performance
- The performance (0.46%) is a little lower than the one of the index (1.55%).
- The risk (5.74%) is slightly higher than the one of the index (5.38%).
- To assess the quality of the performance (0.46%), it must be compared to the risk-adjusted performance of the index (1.65%). This represents a big underperformance and explains the rainy weather.
Performance evolution