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 25.06.2025

Weather graph
Weather list
Name
 
Perf
Risk
Mirabaud – Lemania Pension Fund Mix, classe L
1.68%
8.23%
Uts MIRABAUD (CH) - LPP Preservation Units - L Cap-
0.17%
0.80%
Uts MIRABAUD (CH) - LPP 65+ Units – L Cap-
0.02%
13.16%
Edmond de Rothschild – LPP45, Classe L
-0.12%
9.51%
Edmond de Rothschild LPP30, classe L
-0.11%
6.89%
Ethos – Sustainable Balanced 33​ AP
-0.14%
7.37%
Mirabaud LPP 45+, classe L
-0.34%
9.33%
Uts MIRABAUD (CH) - LPP 25+ Units –L Cap-
-0.48%
6.03%
  • Current year

From 31.12.2024 to 25.06.2025

Perfometer
0.17
0.80
PERFORMANCE
0.17% Portfolio
0.51% Index
RISK
0.80% Portfolio
2.33% Index
WEATHER
0.17% Portfolio performance
0.27% Adjusted index performance
  • The performance (0.17%) is much lower than the one of the index (0.51%).
  • The risk (0.80%) is much lower than the one of the index (2.33%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.17%), it must be compared to the risk-adjusted performance of the index (0.27%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 25.06.2025

Perfometer
-0.11
6.89
PERFORMANCE
-0.11% Portfolio
0.26% Index
RISK
6.89% Portfolio
5.93% Index
WEATHER
-0.11% Portfolio performance
0.27% Adjusted index performance
  • The performance (-0.11%) is a little lower than the one of the index (0.26%).
  • The risk (6.89%) is higher than the one of the index (5.93%).
     The weather may not be relevant.
  • To assess the quality of the performance (-0.11%), it must be compared to the risk-adjusted performance of the index (0.27%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 25.06.2025

Perfometer
-0.14
7.37
PERFORMANCE
-0.14% Portfolio
0.26% Index
RISK
7.37% Portfolio
5.93% Index
WEATHER
-0.14% Portfolio performance
0.28% Adjusted index performance
  • The performance (-0.14%) is a little lower than the one of the index (0.26%).
  • The risk (7.37%) is higher than the one of the index (5.93%).
     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 (0.28%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 25.06.2025

Perfometer
1.68
8.23
PERFORMANCE
1.68% Portfolio
0.26% Index
RISK
8.23% Portfolio
5.93% Index
WEATHER
1.68% Portfolio performance
0.30% Adjusted index performance
  • The performance (1.68%) is much higher than the one of the index (0.26%).
  • The risk (8.23%) is much higher than the one of the index (5.93%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.68%), it must be compared to the risk-adjusted performance of the index (0.30%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Current year

From 31.12.2024 to 25.06.2025

Perfometer
-0.48
6.03
PERFORMANCE
-0.48% Portfolio
0.26% Index
RISK
6.03% Portfolio
5.93% Index
WEATHER
-0.48% Portfolio performance
0.26% Adjusted index performance
  • The performance (-0.48%) is much lower than the one of the index (0.26%).
  • The risk (6.03%) is slightly higher than the one of the index (5.93%). 
  • To assess the quality of the performance (-0.48%), it must be compared to the risk-adjusted performance of the index (0.26%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 25.06.2025

Perfometer
-0.12
9.51
PERFORMANCE
-0.12% Portfolio
0.96% Index
RISK
9.51% Portfolio
9.96% Index
WEATHER
-0.12% Portfolio performance
0.92% Adjusted index performance
  • The performance (-0.12%) is a little lower than the one of the index (0.96%).
  • The risk (9.51%) is slightly lower than the one of the index (9.96%). 
  • To assess the quality of the performance (-0.12%), it must be compared to the risk-adjusted performance of the index (0.92%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 25.06.2025

Perfometer
-0.34
9.33
PERFORMANCE
-0.34% Portfolio
0.96% Index
RISK
9.33% Portfolio
9.96% Index
WEATHER
-0.34% Portfolio performance
0.90% Adjusted index performance
  • The performance (-0.34%) is much lower than the one of the index (0.96%).
  • The risk (9.33%) is slightly lower than the one of the index (9.96%). 
  • To assess the quality of the performance (-0.34%), it must be compared to the risk-adjusted performance of the index (0.90%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
  • Current year

From 31.12.2024 to 25.06.2025

Perfometer
0.02
13.16
PERFORMANCE
0.02% Portfolio
1.88% Index
RISK
13.16% Portfolio
14.49% Index
WEATHER
0.02% Portfolio performance
1.72% Adjusted index performance
  • The performance (0.02%) is much lower than the one of the index (1.88%).
  • The risk (13.16%) is slightly lower than the one of the index (14.49%). 
  • To assess the quality of the performance (0.02%), it must be compared to the risk-adjusted performance of the index (1.72%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution