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 04.03.2026

Weather graph
Weather list
Name
 
Perf
Risk
Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
1.23%
2.65%
Mirabaud – Lemania Pension Fund Mix, classe L
0.86%
3.20%
Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
0.07%
0.30%
Ethos – Sustainable Balanced 33​ AP
0.79%
3.22%
Mirabaud LPP 45+, classe L
0.98%
4.37%
Uts Edmond de Rothschild CH - LPP 75 Units -L-
1.13%
5.79%
Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
0.94%
5.22%
Edmond de Rothschild LPP30, classe L
0.49%
3.26%
Edmond de Rothschild – LPP45, Classe L
0.59%
4.41%

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 04.03.2026

Perfometer
0.07
0.30
PERFORMANCE
0.07% Portfolio
0.48% Index
RISK
0.30% Portfolio
1.13% Index
WEATHER
0.07% Portfolio performance
0.12% Adjusted index performance
  • The performance (0.07%) is much lower than the one of the index (0.48%).
  • The risk (0.30%) is much lower than the one of the index (1.13%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.07%), it must be compared to the risk-adjusted performance of the index (0.12%). This represents a big underperformance and explains the rainy 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 04.03.2026

Perfometer
0.49
3.26
PERFORMANCE
0.49% Portfolio
0.57% Index
RISK
3.26% Portfolio
2.77% Index
WEATHER
0.49% Portfolio performance
0.68% Adjusted index performance
  • The performance (0.49%) is a little lower than the one of the index (0.57%).
  • The risk (3.26%) is slightly higher than the one of the index (2.77%). 
  • To assess the quality of the performance (0.49%), it must be compared to the risk-adjusted performance of the index (0.68%). This represents a slight underperformance and explains the cloudy 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 04.03.2026

Perfometer
0.79
3.22
PERFORMANCE
0.79% Portfolio
0.57% Index
RISK
3.22% Portfolio
2.77% Index
WEATHER
0.79% Portfolio performance
0.67% Adjusted index performance
  • The performance (0.79%) is a little higher than the one of the index (0.57%).
  • The risk (3.22%) is slightly higher than the one of the index (2.77%). 
  • To assess the quality of the performance (0.79%), it must be compared to the risk-adjusted performance of the index (0.67%). This represents a slight outperformance and explains the clear 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 04.03.2026

Perfometer
0.86
3.20
PERFORMANCE
0.86% Portfolio
0.57% Index
RISK
3.20% Portfolio
2.77% Index
WEATHER
0.86% Portfolio performance
0.66% Adjusted index performance
  • The performance (0.86%) is a little higher than the one of the index (0.57%).
  • The risk (3.20%) is slightly higher than the one of the index (2.77%). 
  • To assess the quality of the performance (0.86%), it must be compared to the risk-adjusted performance of the index (0.66%). 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 04.03.2026

Perfometer
1.23
2.65
PERFORMANCE
1.23% Portfolio
0.57% Index
RISK
2.65% Portfolio
2.77% Index
WEATHER
1.23% Portfolio performance
0.55% Adjusted index performance
  • The performance (1.23%) is much higher than the one of the index (0.57%).
  • The risk (2.65%) is slightly lower than the one of the index (2.77%). 
  • To assess the quality of the performance (1.23%), it must be compared to the risk-adjusted performance of the index (0.55%). This represents a very big outperformance and explains the very 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 04.03.2026

Perfometer
0.59
4.41
PERFORMANCE
0.59% Portfolio
0.74% Index
RISK
4.41% Portfolio
4.42% Index
WEATHER
0.59% Portfolio performance
0.74% Adjusted index performance
  • The performance (0.59%) is a little lower than the one of the index (0.74%).
  • The risk (4.41%) is slightly lower than the one of the index (4.42%). 
  • To assess the quality of the performance (0.59%), it must be compared to the risk-adjusted performance of the index (0.74%). This represents a slight underperformance and explains the cloudy 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 04.03.2026

Perfometer
0.98
4.37
PERFORMANCE
0.98% Portfolio
0.74% Index
RISK
4.37% Portfolio
4.42% Index
WEATHER
0.98% Portfolio performance
0.73% Adjusted index performance
  • The performance (0.98%) is a little higher than the one of the index (0.74%).
  • The risk (4.37%) is slightly lower than the one of the index (4.42%). 
  • To assess the quality of the performance (0.98%), it must be compared to the risk-adjusted performance of the index (0.73%). This represents a slight outperformance and explains the clear 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 04.03.2026

Perfometer
1.13
5.79
PERFORMANCE
1.13% Portfolio
0.71% Index
RISK
5.79% Portfolio
6.09% Index
WEATHER
1.13% Portfolio performance
0.68% Adjusted index performance
  • The performance (1.13%) is a little higher than the one of the index (0.71%).
  • The risk (5.79%) is slightly lower than the one of the index (6.09%). 
  • To assess the quality of the performance (1.13%), it must be compared to the risk-adjusted performance of the index (0.68%). This represents a slight outperformance and explains the clear weather.
Performance evolution
  • Current year
  • 2025

From 31.12.2025 to 04.03.2026

Perfometer
0.94
5.22
PERFORMANCE
0.94% Portfolio
0.71% Index
RISK
5.22% Portfolio
6.09% Index
WEATHER
0.94% Portfolio performance
0.61% Adjusted index performance
  • The performance (0.94%) is a little higher than the one of the index (0.71%).
  • The risk (5.22%) is slightly lower than the one of the index (6.09%). 
  • To assess the quality of the performance (0.94%), it must be compared to the risk-adjusted performance of the index (0.61%). 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
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