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
  • Ethos-Sustain. Balanced 33 E
  • Mirabaud Preservation Z
  • Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
  • Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 13.04.2021 to 12.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Ethos-Sustain. Balanced 33 E
-5.16%
5.88%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
-3.81%
4.45%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
-9.33%
6.42%
Mirabaud Preservation Z
-2.24%
0.87%

From 31.12.2023 to 12.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
3.55%
2.63%
Ethos-Sustain. Balanced 33 E
3.40%
2.51%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
1.55%
2.47%
Mirabaud Preservation Z
0.35%
0.70%

From 31.12.2022 to 31.12.2023

Weather graph
Weather list
Name
 
Perf
Risk
Ethos-Sustain. Balanced 33 E
5.00%
4.12%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
3.69%
3.89%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
2.92%
4.73%
Mirabaud Preservation Z
1.65%
0.74%

From 31.12.2021 to 31.12.2022

Weather graph
Weather list
Name
 
Perf
Risk
Ethos-Sustain. Balanced 33 E
-14.27%
8.48%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
-11.84%
5.73%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
-18.93%
8.32%
Mirabaud Preservation Z
-3.85%
1.11%

From 01.11.2018 to 12.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
7.42%
5.00%
Ethos-Sustain. Balanced 33 E
4.40%
6.17%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
3.63%
7.34%
Mirabaud Preservation Z
-2.35%
0.85%
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 13.04.2021 to 12.04.2024

Perfometer
-5.16
5.88
PERFORMANCE
-5.16% Portfolio
-7.77% Index
RISK
5.88% Portfolio
4.52% Index
WEATHER
-5.16% Portfolio performance
-10.46% Adjusted index performance
  • The performance (-5.16%) is significantly higher than the one of the index (-7.77%).
  • The risk (5.88%) is higher than the one of the index (4.52%).
     The weather may not be relevant.
  • To assess the quality of the performance (-5.16%), it must be compared to the risk-adjusted performance of the index (-10.46%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2023 to 12.04.2024

Perfometer
3.40
2.51
PERFORMANCE
3.40% Portfolio
2.08% Index
RISK
2.51% Portfolio
2.50% Index
WEATHER
3.40% Portfolio performance
2.08% Adjusted index performance
  • The performance (3.40%) is much higher than the one of the index (2.08%).
  • The risk (2.51%) is slightly higher than the one of the index (2.50%). 
  • To assess the quality of the performance (3.40%), it must be compared to the risk-adjusted performance of the index (2.08%). This represents a very big outperformance and explains the very sunny weather.
Performance evolution

From 31.12.2022 to 31.12.2023

Perfometer
5.00
4.12
PERFORMANCE
5.00% Portfolio
2.70% Index
RISK
4.12% Portfolio
4.00% Index
WEATHER
5.00% Portfolio performance
2.74% Adjusted index performance
  • The performance (5.00%) is significantly higher than the one of the index (2.70%).
  • The risk (4.12%) is slightly higher than the one of the index (4.00%). 
  • To assess the quality of the performance (5.00%), it must be compared to the risk-adjusted performance of the index (2.74%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2021 to 31.12.2022

Perfometer
-14.27
8.48
PERFORMANCE
-14.27% Portfolio
-13.30% Index
RISK
8.48% Portfolio
5.80% Index
WEATHER
-14.27% Portfolio performance
-19.33% Adjusted index performance
  • The performance (-14.27%) is much lower than the one of the index (-13.30%).
  • The risk (8.48%) is much higher than the one of the index (5.80%).
     The weather may not be relevant.
  • To assess the quality of the performance (-14.27%), it must be compared to the risk-adjusted performance of the index (-19.33%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 01.11.2018 to 12.04.2024

Perfometer
4.40
6.17
PERFORMANCE
4.40% Portfolio
0.58% Index
RISK
6.17% Portfolio
5.37% Index
WEATHER
4.40% Portfolio performance
0.77% Adjusted index performance
  • The performance (4.40%) is significantly higher than the one of the index (0.58%).
  • The risk (6.17%) is higher than the one of the index (5.37%).
     The weather may not be relevant.
  • To assess the quality of the performance (4.40%), it must be compared to the risk-adjusted performance of the index (0.77%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 13.04.2021 to 12.04.2024

Perfometer
-2.24
0.87
PERFORMANCE
-2.24% Portfolio
-7.77% Index
RISK
0.87% Portfolio
4.52% Index
WEATHER
-2.24% Portfolio performance
-0.59% Adjusted index performance
  • The performance (-2.24%) is significantly higher than the one of the index (-7.77%).
  • The risk (0.87%) is much lower than the one of the index (4.52%).
     The weather may not be relevant.
  • To assess the quality of the performance (-2.24%), it must be compared to the risk-adjusted performance of the index (-0.59%). This represents a very big underperformance and explains the stormy weather.
Performance evolution

From 31.12.2023 to 12.04.2024

Perfometer
0.35
0.70
PERFORMANCE
0.35% Portfolio
2.08% Index
RISK
0.70% Portfolio
2.50% Index
WEATHER
0.35% Portfolio performance
0.91% Adjusted index performance
  • The performance (0.35%) is significantly lower than the one of the index (2.08%).
  • The risk (0.70%) is much lower than the one of the index (2.50%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.35%), it must be compared to the risk-adjusted performance of the index (0.91%). This represents a very big underperformance and explains the stormy weather.
Performance evolution

From 31.12.2022 to 31.12.2023

Perfometer
1.65
0.74
PERFORMANCE
1.65% Portfolio
2.70% Index
RISK
0.74% Portfolio
4.00% Index
WEATHER
1.65% Portfolio performance
1.69% Adjusted index performance
  • The performance (1.65%) is much lower than the one of the index (2.70%).
  • The risk (0.74%) is much lower than the one of the index (4.00%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.65%), it must be compared to the risk-adjusted performance of the index (1.69%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution

From 31.12.2021 to 31.12.2022

Perfometer
-3.85
1.11
PERFORMANCE
-3.85% Portfolio
-13.30% Index
RISK
1.11% Portfolio
5.80% Index
WEATHER
-3.85% Portfolio performance
-2.74% Adjusted index performance
  • The performance (-3.85%) is significantly higher than the one of the index (-13.30%).
  • The risk (1.11%) is much lower than the one of the index (5.80%).
     The weather may not be relevant.
  • To assess the quality of the performance (-3.85%), it must be compared to the risk-adjusted performance of the index (-2.74%). This represents a very big underperformance and explains the stormy weather.
Performance evolution

From 01.11.2018 to 12.04.2024

Perfometer
-2.35
0.85
PERFORMANCE
-2.35% Portfolio
0.58% Index
RISK
0.85% Portfolio
5.37% Index
WEATHER
-2.35% Portfolio performance
-0.46% Adjusted index performance
  • The performance (-2.35%) is significantly lower than the one of the index (0.58%).
  • The risk (0.85%) is much lower than the one of the index (5.37%).
     The weather may not be relevant.
  • To assess the quality of the performance (-2.35%), it must be compared to the risk-adjusted performance of the index (-0.46%). This represents a very big underperformance and explains the stormy weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 13.04.2021 to 12.04.2024

Perfometer
-3.81
4.45
PERFORMANCE
-3.81% Portfolio
-7.77% Index
RISK
4.45% Portfolio
4.52% Index
WEATHER
-3.81% Portfolio performance
-7.64% Adjusted index performance
  • The performance (-3.81%) is significantly higher than the one of the index (-7.77%).
  • The risk (4.45%) is slightly lower than the one of the index (4.52%). 
  • To assess the quality of the performance (-3.81%), it must be compared to the risk-adjusted performance of the index (-7.64%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2023 to 12.04.2024

Perfometer
1.55
2.47
PERFORMANCE
1.55% Portfolio
2.08% Index
RISK
2.47% Portfolio
2.50% Index
WEATHER
1.55% Portfolio performance
2.05% Adjusted index performance
  • The performance (1.55%) is a little lower than the one of the index (2.08%).
  • The risk (2.47%) is slightly lower than the one of the index (2.50%). 
  • To assess the quality of the performance (1.55%), it must be compared to the risk-adjusted performance of the index (2.05%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 31.12.2022 to 31.12.2023

Perfometer
3.69
3.89
PERFORMANCE
3.69% Portfolio
2.70% Index
RISK
3.89% Portfolio
4.00% Index
WEATHER
3.69% Portfolio performance
2.67% Adjusted index performance
  • The performance (3.69%) is much higher than the one of the index (2.70%).
  • The risk (3.89%) is slightly lower than the one of the index (4.00%). 
  • To assess the quality of the performance (3.69%), it must be compared to the risk-adjusted performance of the index (2.67%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2021 to 31.12.2022

Perfometer
-11.84
5.73
PERFORMANCE
-11.84% Portfolio
-13.30% Index
RISK
5.73% Portfolio
5.80% Index
WEATHER
-11.84% Portfolio performance
-13.15% Adjusted index performance
  • The performance (-11.84%) is much higher than the one of the index (-13.30%).
  • The risk (5.73%) is slightly lower than the one of the index (5.80%). 
  • To assess the quality of the performance (-11.84%), it must be compared to the risk-adjusted performance of the index (-13.15%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 01.11.2018 to 12.04.2024

Perfometer
7.42
5.00
PERFORMANCE
7.42% Portfolio
0.58% Index
RISK
5.00% Portfolio
5.37% Index
WEATHER
7.42% Portfolio performance
0.50% Adjusted index performance
  • The performance (7.42%) is significantly higher than the one of the index (0.58%).
  • The risk (5.00%) is slightly lower than the one of the index (5.37%). 
  • To assess the quality of the performance (7.42%), it must be compared to the risk-adjusted performance of the index (0.50%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 13.04.2021 to 12.04.2024

Perfometer
-9.33
6.42
PERFORMANCE
-9.33% Portfolio
-7.17% Index
RISK
6.42% Portfolio
6.72% Index
WEATHER
-9.33% Portfolio performance
-6.80% Adjusted index performance
  • The performance (-9.33%) is much lower than the one of the index (-7.17%).
  • The risk (6.42%) is slightly lower than the one of the index (6.72%). 
  • To assess the quality of the performance (-9.33%), it must be compared to the risk-adjusted performance of the index (-6.80%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 31.12.2023 to 12.04.2024

Perfometer
3.55
2.63
PERFORMANCE
3.55% Portfolio
3.60% Index
RISK
2.63% Portfolio
3.04% Index
WEATHER
3.55% Portfolio performance
3.18% Adjusted index performance
  • The performance (3.55%) is a little lower than the one of the index (3.60%).
  • The risk (2.63%) is slightly lower than the one of the index (3.04%). 
  • To assess the quality of the performance (3.55%), it must be compared to the risk-adjusted performance of the index (3.18%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2022 to 31.12.2023

Perfometer
2.92
4.73
PERFORMANCE
2.92% Portfolio
3.27% Index
RISK
4.73% Portfolio
5.73% Index
WEATHER
2.92% Portfolio performance
2.95% Adjusted index performance
  • The performance (2.92%) is a little lower than the one of the index (3.27%).
  • The risk (4.73%) is slightly lower than the one of the index (5.73%). 
  • To assess the quality of the performance (2.92%), it must be compared to the risk-adjusted performance of the index (2.95%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution

From 31.12.2021 to 31.12.2022

Perfometer
-18.93
8.32
PERFORMANCE
-18.93% Portfolio
-15.22% Index
RISK
8.32% Portfolio
8.84% Index
WEATHER
-18.93% Portfolio performance
-14.35% Adjusted index performance
  • The performance (-18.93%) is significantly lower than the one of the index (-15.22%).
  • The risk (8.32%) is slightly lower than the one of the index (8.84%). 
  • To assess the quality of the performance (-18.93%), it must be compared to the risk-adjusted performance of the index (-14.35%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 01.11.2018 to 12.04.2024

Perfometer
3.63
7.34
PERFORMANCE
3.63% Portfolio
5.91% Index
RISK
7.34% Portfolio
7.86% Index
WEATHER
3.63% Portfolio performance
5.47% Adjusted index performance
  • The performance (3.63%) is much lower than the one of the index (5.91%).
  • The risk (7.34%) is slightly lower than the one of the index (7.86%). 
  • To assess the quality of the performance (3.63%), it must be compared to the risk-adjusted performance of the index (5.47%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
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