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 22.08.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
3.61%
7.17%
Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
3.26%
11.47%
Edmond de Rothschild – LPP45, Classe L
2.36%
8.30%
Edmond de Rothschild LPP30, classe L
1.67%
6.02%
Mirabaud LPP 45+, classe L
1.81%
8.12%
Ethos – Sustainable Balanced 33​ AP
1.31%
6.44%
Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
0.63%
5.26%
Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
0.16%
0.70%
  • Current year

From 31.12.2024 to 22.08.2025

Perfometer
0.16
0.70
PERFORMANCE
0.16% Portfolio
0.73% Index
RISK
0.70% Portfolio
2.11% Index
WEATHER
0.16% Portfolio performance
0.34% Adjusted index performance
  • The performance (0.16%) is much lower than the one of the index (0.73%).
  • The risk (0.70%) is much lower than the one of the index (2.11%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.16%), it must be compared to the risk-adjusted performance of the index (0.34%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.08.2025

Perfometer
1.67
6.02
PERFORMANCE
1.67% Portfolio
1.60% Index
RISK
6.02% Portfolio
5.18% Index
WEATHER
1.67% Portfolio performance
1.84% Adjusted index performance
  • The performance (1.67%) is a little higher than the one of the index (1.60%).
  • The risk (6.02%) is higher than the one of the index (5.18%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.67%), it must be compared to the risk-adjusted performance of the index (1.84%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.08.2025

Perfometer
1.31
6.44
PERFORMANCE
1.31% Portfolio
1.60% Index
RISK
6.44% Portfolio
5.18% Index
WEATHER
1.31% Portfolio performance
1.96% Adjusted index performance
  • The performance (1.31%) is a little lower than the one of the index (1.60%).
  • The risk (6.44%) is higher than the one of the index (5.18%).
     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 (1.96%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.08.2025

Perfometer
3.61
7.17
PERFORMANCE
3.61% Portfolio
1.60% Index
RISK
7.17% Portfolio
5.18% Index
WEATHER
3.61% Portfolio performance
2.16% Adjusted index performance
  • The performance (3.61%) is significantly higher than the one of the index (1.60%).
  • The risk (7.17%) is much higher than the one of the index (5.18%).
     The weather may not be relevant.
  • To assess the quality of the performance (3.61%), it must be compared to the risk-adjusted performance of the index (2.16%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.08.2025

Perfometer
0.63
5.26
PERFORMANCE
0.63% Portfolio
1.60% Index
RISK
5.26% Portfolio
5.18% Index
WEATHER
0.63% Portfolio performance
1.62% Adjusted index performance
  • The performance (0.63%) is much lower than the one of the index (1.60%).
  • The risk (5.26%) is slightly higher than the one of the index (5.18%). 
  • To assess the quality of the performance (0.63%), it must be compared to the risk-adjusted performance of the index (1.62%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.08.2025

Perfometer
2.36
8.30
PERFORMANCE
2.36% Portfolio
3.11% Index
RISK
8.30% Portfolio
8.71% Index
WEATHER
2.36% Portfolio performance
2.97% Adjusted index performance
  • The performance (2.36%) is a little lower than the one of the index (3.11%).
  • The risk (8.30%) is slightly lower than the one of the index (8.71%). 
  • To assess the quality of the performance (2.36%), it must be compared to the risk-adjusted performance of the index (2.97%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.08.2025

Perfometer
1.81
8.12
PERFORMANCE
1.81% Portfolio
3.11% Index
RISK
8.12% Portfolio
8.71% Index
WEATHER
1.81% Portfolio performance
2.91% Adjusted index performance
  • The performance (1.81%) is much lower than the one of the index (3.11%).
  • The risk (8.12%) is slightly lower than the one of the index (8.71%). 
  • To assess the quality of the performance (1.81%), it must be compared to the risk-adjusted performance of the index (2.91%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 22.08.2025

Perfometer
3.26
11.47
PERFORMANCE
3.26% Portfolio
5.15% Index
RISK
11.47% Portfolio
12.67% Index
WEATHER
3.26% Portfolio performance
4.67% Adjusted index performance
  • The performance (3.26%) is much lower than the one of the index (5.15%).
  • The risk (11.47%) is slightly lower than the one of the index (12.67%). 
  • To assess the quality of the performance (3.26%), it must be compared to the risk-adjusted performance of the index (4.67%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution