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 02.09.2021 to 01.09.2024

Weather graph
Weather list
Name
 
Perf
Risk
Ethos-Sustain. Balanced 33 E
-6.36%
6.25%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
-4.76%
4.58%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
-12.03%
6.37%
Mirabaud Preservation Z
-1.33%
0.90%

From 31.12.2023 to 01.09.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
5.86%
3.64%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
4.47%
3.33%
Ethos-Sustain. Balanced 33 E
4.26%
5.29%
Mirabaud Preservation Z
1.32%
0.60%

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 01.09.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
10.51%
4.93%
Ethos-Sustain. Balanced 33 E
5.27%
6.19%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
5.94%
7.17%
Mirabaud Preservation Z
-1.40%
0.84%
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 02.09.2021 to 01.09.2024

Perfometer
-6.36
6.25
PERFORMANCE
-6.36% Portfolio
-8.36% Index
RISK
6.25% Portfolio
4.68% Index
WEATHER
-6.36% Portfolio performance
-11.82% Adjusted index performance
  • The performance (-6.36%) is significantly higher than the one of the index (-8.36%).
  • The risk (6.25%) is higher than the one of the index (4.68%).
     The weather may not be relevant.
  • To assess the quality of the performance (-6.36%), it must be compared to the risk-adjusted performance of the index (-11.82%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2023 to 01.09.2024

Perfometer
4.26
5.29
PERFORMANCE
4.26% Portfolio
4.15% Index
RISK
5.29% Portfolio
3.49% Index
WEATHER
4.26% Portfolio performance
5.78% Adjusted index performance
  • The performance (4.26%) is a little higher than the one of the index (4.15%).
  • The risk (5.29%) is much higher than the one of the index (3.49%).
     The weather may not be relevant.
  • To assess the quality of the performance (4.26%), it must be compared to the risk-adjusted performance of the index (5.78%). This represents a big underperformance and explains the rainy 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 01.09.2024

Perfometer
5.27
6.19
PERFORMANCE
5.27% Portfolio
2.62% Index
RISK
6.19% Portfolio
5.29% Index
WEATHER
5.27% Portfolio performance
3.10% Adjusted index performance
  • The performance (5.27%) is significantly higher than the one of the index (2.62%).
  • The risk (6.19%) is higher than the one of the index (5.29%).
     The weather may not be relevant.
  • To assess the quality of the performance (5.27%), it must be compared to the risk-adjusted performance of the index (3.10%). This represents a slight outperformance and explains the clear weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 02.09.2021 to 01.09.2024

Perfometer
-1.33
0.90
PERFORMANCE
-1.33% Portfolio
-8.36% Index
RISK
0.90% Portfolio
4.68% Index
WEATHER
-1.33% Portfolio performance
-0.04% Adjusted index performance
  • The performance (-1.33%) is significantly higher than the one of the index (-8.36%).
  • The risk (0.90%) is much lower than the one of the index (4.68%).
     The weather may not be relevant.
  • To assess the quality of the performance (-1.33%), it must be compared to the risk-adjusted performance of the index (-0.04%). This represents a very big underperformance and explains the stormy weather.
Performance evolution

From 31.12.2023 to 01.09.2024

Perfometer
1.32
0.60
PERFORMANCE
1.32% Portfolio
4.15% Index
RISK
0.60% Portfolio
3.49% Index
WEATHER
1.32% Portfolio performance
1.52% Adjusted index performance
  • The performance (1.32%) is significantly lower than the one of the index (4.15%).
  • The risk (0.60%) is much lower than the one of the index (3.49%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.32%), it must be compared to the risk-adjusted performance of the index (1.52%). This represents a big underperformance and explains the rainy 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 01.09.2024

Perfometer
-1.40
0.84
PERFORMANCE
-1.40% Portfolio
2.62% Index
RISK
0.84% Portfolio
5.29% Index
WEATHER
-1.40% Portfolio performance
0.29% Adjusted index performance
  • The performance (-1.40%) is significantly lower than the one of the index (2.62%).
  • The risk (0.84%) is much lower than the one of the index (5.29%).
     The weather may not be relevant.
  • To assess the quality of the performance (-1.40%), it must be compared to the risk-adjusted performance of the index (0.29%). 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 02.09.2021 to 01.09.2024

Perfometer
-4.76
4.58
PERFORMANCE
-4.76% Portfolio
-8.36% Index
RISK
4.58% Portfolio
4.68% Index
WEATHER
-4.76% Portfolio performance
-8.15% Adjusted index performance
  • The performance (-4.76%) is significantly higher than the one of the index (-8.36%).
  • The risk (4.58%) is slightly lower than the one of the index (4.68%). 
  • To assess the quality of the performance (-4.76%), it must be compared to the risk-adjusted performance of the index (-8.15%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2023 to 01.09.2024

Perfometer
4.47
3.33
PERFORMANCE
4.47% Portfolio
4.15% Index
RISK
3.33% Portfolio
3.49% Index
WEATHER
4.47% Portfolio performance
4.00% Adjusted index performance
  • The performance (4.47%) is a little higher than the one of the index (4.15%).
  • The risk (3.33%) is slightly lower than the one of the index (3.49%). 
  • To assess the quality of the performance (4.47%), it must be compared to the risk-adjusted performance of the index (4.00%). This represents a slight outperformance and explains the clear 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 01.09.2024

Perfometer
10.51
4.93
PERFORMANCE
10.51% Portfolio
2.62% Index
RISK
4.93% Portfolio
5.29% Index
WEATHER
10.51% Portfolio performance
2.44% Adjusted index performance
  • The performance (10.51%) is significantly higher than the one of the index (2.62%).
  • The risk (4.93%) is slightly lower than the one of the index (5.29%). 
  • To assess the quality of the performance (10.51%), it must be compared to the risk-adjusted performance of the index (2.44%). This represents a very big outperformance and explains the very sunny weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 02.09.2021 to 01.09.2024

Perfometer
-12.03
6.37
PERFORMANCE
-12.03% Portfolio
-7.69% Index
RISK
6.37% Portfolio
7.02% Index
WEATHER
-12.03% Portfolio performance
-6.80% Adjusted index performance
  • The performance (-12.03%) is significantly lower than the one of the index (-7.69%).
  • The risk (6.37%) is slightly lower than the one of the index (7.02%). 
  • To assess the quality of the performance (-12.03%), 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 01.09.2024

Perfometer
5.86
3.64
PERFORMANCE
5.86% Portfolio
6.52% Index
RISK
3.64% Portfolio
5.50% Index
WEATHER
5.86% Portfolio performance
4.64% Adjusted index performance
  • The performance (5.86%) is a little lower than the one of the index (6.52%).
  • The risk (3.64%) is lower than the one of the index (5.50%).
     The weather may not be relevant.
  • To assess the quality of the performance (5.86%), it must be compared to the risk-adjusted performance of the index (4.64%). 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 01.09.2024

Perfometer
5.94
7.17
PERFORMANCE
5.94% Portfolio
8.89% Index
RISK
7.17% Portfolio
7.79% Index
WEATHER
5.94% Portfolio performance
8.17% Adjusted index performance
  • The performance (5.94%) is much lower than the one of the index (8.89%).
  • The risk (7.17%) is slightly lower than the one of the index (7.79%). 
  • To assess the quality of the performance (5.94%), it must be compared to the risk-adjusted performance of the index (8.17%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
Back to Lemania website