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 16.12.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
6.63%
6.18%
Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
6.65%
9.86%
Mirabaud LPP 45+, classe L
4.55%
6.97%
Edmond de Rothschild – LPP45, Classe L
4.60%
7.08%
Edmond de Rothschild LPP30, classe L
3.22%
5.16%
Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
2.25%
4.52%
Ethos – Sustainable Balanced 33​ AP
2.00%
5.54%
Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
-0.07%
0.59%
  • Current year

From 31.12.2024 to 16.12.2025

Perfometer
-0.07
0.59
PERFORMANCE
-0.07% Portfolio
0.53% Index
RISK
0.59% Portfolio
1.86% Index
WEATHER
-0.07% Portfolio performance
0.25% Adjusted index performance
  • The performance (-0.07%) is much lower than the one of the index (0.53%).
  • The risk (0.59%) is much lower than the one of the index (1.86%).
     The weather may not be relevant.
  • To assess the quality of the performance (-0.07%), it must be compared to the risk-adjusted performance of the index (0.25%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.12.2025

Perfometer
3.22
5.16
PERFORMANCE
3.22% Portfolio
3.16% Index
RISK
5.16% Portfolio
4.49% Index
WEATHER
3.22% Portfolio performance
3.62% Adjusted index performance
  • The performance (3.22%) is a little higher than the one of the index (3.16%).
  • The risk (5.16%) is higher than the one of the index (4.49%).
     The weather may not be relevant.
  • To assess the quality of the performance (3.22%), it must be compared to the risk-adjusted performance of the index (3.62%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.12.2025

Perfometer
2.00
5.54
PERFORMANCE
2.00% Portfolio
3.16% Index
RISK
5.54% Portfolio
4.49% Index
WEATHER
2.00% Portfolio performance
3.87% Adjusted index performance
  • The performance (2.00%) is much lower than the one of the index (3.16%).
  • The risk (5.54%) is higher than the one of the index (4.49%).
     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 (3.87%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.12.2025

Perfometer
6.63
6.18
PERFORMANCE
6.63% Portfolio
3.16% Index
RISK
6.18% Portfolio
4.49% Index
WEATHER
6.63% Portfolio performance
4.31% Adjusted index performance
  • The performance (6.63%) is significantly higher than the one of the index (3.16%).
  • The risk (6.18%) is much higher than the one of the index (4.49%).
     The weather may not be relevant.
  • To assess the quality of the performance (6.63%), it must be compared to the risk-adjusted performance of the index (4.31%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.12.2025

Perfometer
2.25
4.52
PERFORMANCE
2.25% Portfolio
3.16% Index
RISK
4.52% Portfolio
4.49% Index
WEATHER
2.25% Portfolio performance
3.18% Adjusted index performance
  • The performance (2.25%) is much lower than the one of the index (3.16%).
  • The risk (4.52%) is slightly higher than the one of the index (4.49%). 
  • To assess the quality of the performance (2.25%), it must be compared to the risk-adjusted performance of the index (3.18%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.12.2025

Perfometer
4.60
7.08
PERFORMANCE
4.60% Portfolio
5.64% Index
RISK
7.08% Portfolio
7.51% Index
WEATHER
4.60% Portfolio performance
5.33% Adjusted index performance
  • The performance (4.60%) is a little lower than the one of the index (5.64%).
  • The risk (7.08%) is slightly lower than the one of the index (7.51%). 
  • To assess the quality of the performance (4.60%), it must be compared to the risk-adjusted performance of the index (5.33%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.12.2025

Perfometer
4.55
6.97
PERFORMANCE
4.55% Portfolio
5.64% Index
RISK
6.97% Portfolio
7.51% Index
WEATHER
4.55% Portfolio performance
5.25% Adjusted index performance
  • The performance (4.55%) is a little lower than the one of the index (5.64%).
  • The risk (6.97%) is slightly lower than the one of the index (7.51%). 
  • To assess the quality of the performance (4.55%), it must be compared to the risk-adjusted performance of the index (5.25%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.12.2025

Perfometer
6.65
9.86
PERFORMANCE
6.65% Portfolio
7.78% Index
RISK
9.86% Portfolio
10.90% Index
WEATHER
6.65% Portfolio performance
7.05% Adjusted index performance
  • The performance (6.65%) is a little lower than the one of the index (7.78%).
  • The risk (9.86%) is slightly lower than the one of the index (10.90%). 
  • To assess the quality of the performance (6.65%), it must be compared to the risk-adjusted performance of the index (7.05%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution