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 23.10.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
5.60%
6.53%
Edmond de Rothschild LPP30, classe L
3.13%
5.45%
Edmond de Rothschild – LPP45, Classe L
4.12%
7.49%
Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
5.50%
10.40%
Mirabaud LPP 45+, classe L
3.86%
7.38%
Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
2.22%
4.78%
Ethos – Sustainable Balanced 33​ AP
2.01%
5.83%
Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
0.15%
0.63%
  • Current year

From 31.12.2024 to 23.10.2025

Perfometer
0.15
0.63
PERFORMANCE
0.15% Portfolio
1.23% Index
RISK
0.63% Portfolio
1.93% Index
WEATHER
0.15% Portfolio performance
0.49% Adjusted index performance
  • The performance (0.15%) is significantly lower than the one of the index (1.23%).
  • The risk (0.63%) is much lower than the one of the index (1.93%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.15%), it must be compared to the risk-adjusted performance of the index (0.49%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 23.10.2025

Perfometer
3.13
5.45
PERFORMANCE
3.13% Portfolio
3.07% Index
RISK
5.45% Portfolio
4.71% Index
WEATHER
3.13% Portfolio performance
3.54% Adjusted index performance
  • The performance (3.13%) is a little higher than the one of the index (3.07%).
  • The risk (5.45%) is higher than the one of the index (4.71%).
     The weather may not be relevant.
  • To assess the quality of the performance (3.13%), it must be compared to the risk-adjusted performance of the index (3.54%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 23.10.2025

Perfometer
2.01
5.83
PERFORMANCE
2.01% Portfolio
3.07% Index
RISK
5.83% Portfolio
4.71% Index
WEATHER
2.01% Portfolio performance
3.77% Adjusted index performance
  • The performance (2.01%) is much lower than the one of the index (3.07%).
  • The risk (5.83%) is higher than the one of the index (4.71%).
     The weather may not be relevant.
  • To assess the quality of the performance (2.01%), it must be compared to the risk-adjusted performance of the index (3.77%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 23.10.2025

Perfometer
5.60
6.53
PERFORMANCE
5.60% Portfolio
3.07% Index
RISK
6.53% Portfolio
4.71% Index
WEATHER
5.60% Portfolio performance
4.21% Adjusted index performance
  • The performance (5.60%) is significantly higher than the one of the index (3.07%).
  • The risk (6.53%) is much higher than the one of the index (4.71%).
     The weather may not be relevant.
  • To assess the quality of the performance (5.60%), it must be compared to the risk-adjusted performance of the index (4.21%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year

From 31.12.2024 to 23.10.2025

Perfometer
2.22
4.78
PERFORMANCE
2.22% Portfolio
3.07% Index
RISK
4.78% Portfolio
4.71% Index
WEATHER
2.22% Portfolio performance
3.12% Adjusted index performance
  • The performance (2.22%) is much lower than the one of the index (3.07%).
  • The risk (4.78%) is slightly higher than the one of the index (4.71%). 
  • To assess the quality of the performance (2.22%), it must be compared to the risk-adjusted performance of the index (3.12%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 23.10.2025

Perfometer
4.12
7.49
PERFORMANCE
4.12% Portfolio
4.90% Index
RISK
7.49% Portfolio
7.89% Index
WEATHER
4.12% Portfolio performance
4.66% Adjusted index performance
  • The performance (4.12%) is a little lower than the one of the index (4.90%).
  • The risk (7.49%) is slightly lower than the one of the index (7.89%). 
  • To assess the quality of the performance (4.12%), it must be compared to the risk-adjusted performance of the index (4.66%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 23.10.2025

Perfometer
3.86
7.38
PERFORMANCE
3.86% Portfolio
4.90% Index
RISK
7.38% Portfolio
7.89% Index
WEATHER
3.86% Portfolio performance
4.59% Adjusted index performance
  • The performance (3.86%) is a little lower than the one of the index (4.90%).
  • The risk (7.38%) is slightly lower than the one of the index (7.89%). 
  • To assess the quality of the performance (3.86%), it must be compared to the risk-adjusted performance of the index (4.59%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 23.10.2025

Perfometer
5.50
10.40
PERFORMANCE
5.50% Portfolio
7.36% Index
RISK
10.40% Portfolio
11.48% Index
WEATHER
5.50% Portfolio performance
6.68% Adjusted index performance
  • The performance (5.50%) is much lower than the one of the index (7.36%).
  • The risk (10.40%) is slightly lower than the one of the index (11.48%). 
  • To assess the quality of the performance (5.50%), it must be compared to the risk-adjusted performance of the index (6.68%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution