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 16.10.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
5.69%
6.61%
Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
5.70%
10.52%
Edmond de Rothschild LPP30, classe L
2.91%
5.51%
Edmond de Rothschild – LPP45, Classe L
3.85%
7.58%
Mirabaud LPP 45+, classe L
3.76%
7.46%
Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
2.18%
4.83%
Ethos – Sustainable Balanced 33​ AP
1.63%
5.90%
Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
0.14%
0.64%
  • Current year

From 31.12.2024 to 16.10.2025

Perfometer
0.14
0.64
PERFORMANCE
0.14% Portfolio
1.21% Index
RISK
0.64% Portfolio
1.95% Index
WEATHER
0.14% Portfolio performance
0.48% Adjusted index performance
  • The performance (0.14%) is significantly lower than the one of the index (1.21%).
  • The risk (0.64%) is much lower than the one of the index (1.95%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.14%), it must be compared to the risk-adjusted performance of the index (0.48%). This represents a very big underperformance and explains the stormy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.10.2025

Perfometer
2.91
5.51
PERFORMANCE
2.91% Portfolio
3.03% Index
RISK
5.51% Portfolio
4.77% Index
WEATHER
2.91% Portfolio performance
3.48% Adjusted index performance
  • The performance (2.91%) is a little lower than the one of the index (3.03%).
  • The risk (5.51%) is higher than the one of the index (4.77%).
     The weather may not be relevant.
  • To assess the quality of the performance (2.91%), it must be compared to the risk-adjusted performance of the index (3.48%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.10.2025

Perfometer
1.63
5.90
PERFORMANCE
1.63% Portfolio
3.03% Index
RISK
5.90% Portfolio
4.77% Index
WEATHER
1.63% Portfolio performance
3.72% Adjusted index performance
  • The performance (1.63%) is much lower than the one of the index (3.03%).
  • The risk (5.90%) is higher than the one of the index (4.77%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.63%), it must be compared to the risk-adjusted performance of the index (3.72%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.10.2025

Perfometer
5.69
6.61
PERFORMANCE
5.69% Portfolio
3.03% Index
RISK
6.61% Portfolio
4.77% Index
WEATHER
5.69% Portfolio performance
4.15% Adjusted index performance
  • The performance (5.69%) is significantly higher than the one of the index (3.03%).
  • The risk (6.61%) is much higher than the one of the index (4.77%).
     The weather may not be relevant.
  • To assess the quality of the performance (5.69%), it must be compared to the risk-adjusted performance of the index (4.15%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.10.2025

Perfometer
2.18
4.83
PERFORMANCE
2.18% Portfolio
3.03% Index
RISK
4.83% Portfolio
4.77% Index
WEATHER
2.18% Portfolio performance
3.07% Adjusted index performance
  • The performance (2.18%) is much lower than the one of the index (3.03%).
  • The risk (4.83%) is slightly higher than the one of the index (4.77%). 
  • To assess the quality of the performance (2.18%), it must be compared to the risk-adjusted performance of the index (3.07%). This represents a big underperformance and explains the rainy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.10.2025

Perfometer
3.85
7.58
PERFORMANCE
3.85% Portfolio
4.67% Index
RISK
7.58% Portfolio
7.99% Index
WEATHER
3.85% Portfolio performance
4.44% Adjusted index performance
  • The performance (3.85%) is a little lower than the one of the index (4.67%).
  • The risk (7.58%) is slightly lower than the one of the index (7.99%). 
  • To assess the quality of the performance (3.85%), it must be compared to the risk-adjusted performance of the index (4.44%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.10.2025

Perfometer
3.76
7.46
PERFORMANCE
3.76% Portfolio
4.67% Index
RISK
7.46% Portfolio
7.99% Index
WEATHER
3.76% Portfolio performance
4.37% Adjusted index performance
  • The performance (3.76%) is a little lower than the one of the index (4.67%).
  • The risk (7.46%) is slightly lower than the one of the index (7.99%). 
  • To assess the quality of the performance (3.76%), it must be compared to the risk-adjusted performance of the index (4.37%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 16.10.2025

Perfometer
5.70
10.52
PERFORMANCE
5.70% Portfolio
7.22% Index
RISK
10.52% Portfolio
11.62% Index
WEATHER
5.70% Portfolio performance
6.55% Adjusted index performance
  • The performance (5.70%) is a little lower than the one of the index (7.22%).
  • The risk (10.52%) is slightly lower than the one of the index (11.62%). 
  • To assess the quality of the performance (5.70%), it must be compared to the risk-adjusted performance of the index (6.55%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution