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
  • Edmond de Rothschild LPP30, classe L
  • Ethos – Sustainable Balanced 33​ AP
  • Mirabaud – Lemania Pension Fund Mix, classe L
  • Mirabaud – Lemania Pension Fund Mix, classe N
  • Edmond de Rothschild – LPP45, Classe L
  • Mirabaud LPP 45+, classe L
  • Current year

From 31.12.2024 to 02.05.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
0.12%
9.51%
Mirabaud – Lemania Pension Fund Mix, classe N
-0.29%
9.54%
Edmond de Rothschild LPP30, classe L
-0.74%
7.85%
Ethos – Sustainable Balanced 33​ AP
-0.84%
8.61%
Mirabaud LPP 45+, classe L
-1.12%
10.64%
Edmond de Rothschild – LPP45, Classe L
-1.13%
10.74%
  • Current year

From 31.12.2024 to 02.05.2025

Perfometer
-0.74
7.85
PERFORMANCE
-0.74% Portfolio
-0.24% Index
RISK
7.85% Portfolio
6.85% Index
WEATHER
-0.74% Portfolio performance
-0.30% Adjusted index performance
  • The performance (-0.74%) is a little lower than the one of the index (-0.24%).
  • The risk (7.85%) is higher than the one of the index (6.85%).
     The weather may not be relevant.
  • To assess the quality of the performance (-0.74%), it must be compared to the risk-adjusted performance of the index (-0.30%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 02.05.2025

Perfometer
-0.84
8.61
PERFORMANCE
-0.84% Portfolio
-0.24% Index
RISK
8.61% Portfolio
6.85% Index
WEATHER
-0.84% Portfolio performance
-0.34% Adjusted index performance
  • The performance (-0.84%) is much lower than the one of the index (-0.24%).
  • The risk (8.61%) is much higher than the one of the index (6.85%).
     The weather may not be relevant.
  • To assess the quality of the performance (-0.84%), it must be compared to the risk-adjusted performance of the index (-0.34%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 02.05.2025

Perfometer
0.12
9.51
PERFORMANCE
0.12% Portfolio
-0.24% Index
RISK
9.51% Portfolio
6.85% Index
WEATHER
0.12% Portfolio performance
-0.38% Adjusted index performance
  • The performance (0.12%) is a little higher than the one of the index (-0.24%).
  • The risk (9.51%) is much higher than the one of the index (6.85%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.12%), it must be compared to the risk-adjusted performance of the index (-0.38%). This represents a slight outperformance and explains the clear weather.
Performance evolution
  • Current year

From 31.12.2024 to 02.05.2025

Perfometer
-0.29
9.54
PERFORMANCE
-0.29% Portfolio
-0.24% Index
RISK
9.54% Portfolio
6.85% Index
WEATHER
-0.29% Portfolio performance
-0.38% Adjusted index performance
  • The performance (-0.29%) is a little lower than the one of the index (-0.24%).
  • The risk (9.54%) is much higher than the one of the index (6.85%).
     The weather may not be relevant.
  • To assess the quality of the performance (-0.29%), it must be compared to the risk-adjusted performance of the index (-0.38%). This represents a slight outperformance and explains the clear weather.
Performance evolution
  • Current year

From 31.12.2024 to 02.05.2025

Perfometer
-1.13
10.74
PERFORMANCE
-1.13% Portfolio
-0.20% Index
RISK
10.74% Portfolio
11.48% Index
WEATHER
-1.13% Portfolio performance
-0.18% Adjusted index performance
  • The performance (-1.13%) is a little lower than the one of the index (-0.20%).
  • The risk (10.74%) is slightly lower than the one of the index (11.48%). 
  • To assess the quality of the performance (-1.13%), it must be compared to the risk-adjusted performance of the index (-0.18%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 02.05.2025

Perfometer
-1.12
10.64
PERFORMANCE
-1.12% Portfolio
-0.20% Index
RISK
10.64% Portfolio
11.48% Index
WEATHER
-1.12% Portfolio performance
-0.18% Adjusted index performance
  • The performance (-1.12%) is a little lower than the one of the index (-0.20%).
  • The risk (10.64%) is slightly lower than the one of the index (11.48%). 
  • To assess the quality of the performance (-1.12%), it must be compared to the risk-adjusted performance of the index (-0.18%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution