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 22.12.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
7.12%
6.14%
Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
7.44%
9.79%
Mirabaud LPP 45+, classe L
5.10%
6.92%
Edmond de Rothschild – LPP45, Classe L
4.83%
7.03%
Edmond de Rothschild LPP30, classe L
3.41%
5.13%
Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
2.55%
4.49%
Ethos – Sustainable Balanced 33​ AP
2.00%
5.49%
Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
-0.09%
0.59%
  • Current year

From 31.12.2024 to 22.12.2025

Perfometer
-0.09
0.59
PERFORMANCE
-0.09% Portfolio
0.40% Index
RISK
0.59% Portfolio
1.85% Index
WEATHER
-0.09% Portfolio performance
0.21% Adjusted index performance
  • The performance (-0.09%) is much lower than the one of the index (0.40%).
  • The risk (0.59%) is much lower than the one of the index (1.85%).
     The weather may not be relevant.
  • To assess the quality of the performance (-0.09%), it must be compared to the risk-adjusted performance of the index (0.21%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.12.2025

Perfometer
3.41
5.13
PERFORMANCE
3.41% Portfolio
3.42% Index
RISK
5.13% Portfolio
4.46% Index
WEATHER
3.41% Portfolio performance
3.92% Adjusted index performance
  • The performance (3.41%) is a little lower than the one of the index (3.42%).
  • The risk (5.13%) is higher than the one of the index (4.46%).
     The weather may not be relevant.
  • To assess the quality of the performance (3.41%), it must be compared to the risk-adjusted performance of the index (3.92%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.12.2025

Perfometer
2.00
5.49
PERFORMANCE
2.00% Portfolio
3.42% Index
RISK
5.49% Portfolio
4.46% Index
WEATHER
2.00% Portfolio performance
4.19% Adjusted index performance
  • The performance (2.00%) is much lower than the one of the index (3.42%).
  • The risk (5.49%) is higher than the one of the index (4.46%).
     The weather may not be relevant.
  • To assess the quality of the performance (2.00%), it must be compared to the risk-adjusted performance of the index (4.19%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.12.2025

Perfometer
7.12
6.14
PERFORMANCE
7.12% Portfolio
3.42% Index
RISK
6.14% Portfolio
4.46% Index
WEATHER
7.12% Portfolio performance
4.67% Adjusted index performance
  • The performance (7.12%) is significantly higher than the one of the index (3.42%).
  • The risk (6.14%) is much higher than the one of the index (4.46%).
     The weather may not be relevant.
  • To assess the quality of the performance (7.12%), it must be compared to the risk-adjusted performance of the index (4.67%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.12.2025

Perfometer
2.55
4.49
PERFORMANCE
2.55% Portfolio
3.42% Index
RISK
4.49% Portfolio
4.46% Index
WEATHER
2.55% Portfolio performance
3.45% Adjusted index performance
  • The performance (2.55%) is much lower than the one of the index (3.42%).
  • The risk (4.49%) is slightly higher than the one of the index (4.46%). 
  • To assess the quality of the performance (2.55%), it must be compared to the risk-adjusted performance of the index (3.45%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.12.2025

Perfometer
4.83
7.03
PERFORMANCE
4.83% Portfolio
6.24% Index
RISK
7.03% Portfolio
7.45% Index
WEATHER
4.83% Portfolio performance
5.89% Adjusted index performance
  • The performance (4.83%) is much lower than the one of the index (6.24%).
  • The risk (7.03%) is slightly lower than the one of the index (7.45%). 
  • To assess the quality of the performance (4.83%), it must be compared to the risk-adjusted performance of the index (5.89%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.12.2025

Perfometer
5.10
6.92
PERFORMANCE
5.10% Portfolio
6.24% Index
RISK
6.92% Portfolio
7.45% Index
WEATHER
5.10% Portfolio performance
5.80% Adjusted index performance
  • The performance (5.10%) is a little lower than the one of the index (6.24%).
  • The risk (6.92%) is slightly lower than the one of the index (7.45%). 
  • To assess the quality of the performance (5.10%), it must be compared to the risk-adjusted performance of the index (5.80%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.12.2025

Perfometer
7.44
9.79
PERFORMANCE
7.44% Portfolio
8.61% Index
RISK
9.79% Portfolio
10.82% Index
WEATHER
7.44% Portfolio performance
7.81% Adjusted index performance
  • The performance (7.44%) is a little lower than the one of the index (8.61%).
  • The risk (9.79%) is slightly lower than the one of the index (10.82%). 
  • To assess the quality of the performance (7.44%), it must be compared to the risk-adjusted performance of the index (7.81%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution