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 23.04.2021 to 22.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
-4.77%
4.47%
Ethos-Sustain. Balanced 33 E
-7.67%
6.04%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
-10.39%
6.44%
Mirabaud Preservation Z
-2.23%
0.87%

From 31.12.2023 to 22.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
2.80%
3.51%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
0.99%
2.83%
Ethos-Sustain. Balanced 33 E
0.79%
5.31%
Mirabaud Preservation Z
0.35%
0.67%

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 22.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
6.83%
5.00%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
2.88%
7.33%
Ethos-Sustain. Balanced 33 E
1.77%
6.24%
Mirabaud Preservation Z
-2.35%
0.85%
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 23.04.2021 to 22.04.2024

Perfometer
-7.67
6.04
PERFORMANCE
-7.67% Portfolio
-8.76% Index
RISK
6.04% Portfolio
4.54% Index
WEATHER
-7.67% Portfolio performance
-12.03% Adjusted index performance
  • The performance (-7.67%) is much higher than the one of the index (-8.76%).
  • The risk (6.04%) is higher than the one of the index (4.54%).
     The weather may not be relevant.
  • To assess the quality of the performance (-7.67%), it must be compared to the risk-adjusted performance of the index (-12.03%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2023 to 22.04.2024

Perfometer
0.79
5.31
PERFORMANCE
0.79% Portfolio
1.38% Index
RISK
5.31% Portfolio
3.07% Index
WEATHER
0.79% Portfolio performance
2.02% Adjusted index performance
  • The performance (0.79%) is a little lower than the one of the index (1.38%).
  • The risk (5.31%) is much higher than the one of the index (3.07%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.79%), it must be compared to the risk-adjusted performance of the index (2.02%). 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 22.04.2024

Perfometer
1.77
6.24
PERFORMANCE
1.77% Portfolio
-0.10% Index
RISK
6.24% Portfolio
5.37% Index
WEATHER
1.77% Portfolio performance
-0.02% Adjusted index performance
  • The performance (1.77%) is significantly higher than the one of the index (-0.10%).
  • The risk (6.24%) is higher than the one of the index (5.37%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.77%), it must be compared to the risk-adjusted performance of the index (-0.02%). This represents a slight outperformance and explains the clear weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 23.04.2021 to 22.04.2024

Perfometer
-2.23
0.87
PERFORMANCE
-2.23% Portfolio
-8.76% Index
RISK
0.87% Portfolio
4.54% Index
WEATHER
-2.23% Portfolio performance
-0.72% Adjusted index performance
  • The performance (-2.23%) is significantly higher than the one of the index (-8.76%).
  • The risk (0.87%) is much lower than the one of the index (4.54%).
     The weather may not be relevant.
  • To assess the quality of the performance (-2.23%), it must be compared to the risk-adjusted performance of the index (-0.72%). This represents a very big underperformance and explains the stormy weather.
Performance evolution

From 31.12.2023 to 22.04.2024

Perfometer
0.35
0.67
PERFORMANCE
0.35% Portfolio
1.38% Index
RISK
0.67% Portfolio
3.07% Index
WEATHER
0.35% Portfolio performance
0.69% Adjusted index performance
  • The performance (0.35%) is much lower than the one of the index (1.38%).
  • The risk (0.67%) is much lower than the one of the index (3.07%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.35%), it must be compared to the risk-adjusted performance of the index (0.69%). This represents a very big underperformance and explains the stormy 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 22.04.2024

Perfometer
-2.35
0.85
PERFORMANCE
-2.35% Portfolio
-0.10% Index
RISK
0.85% Portfolio
5.37% Index
WEATHER
-2.35% Portfolio performance
-0.54% Adjusted index performance
  • The performance (-2.35%) is significantly lower than the one of the index (-0.10%).
  • The risk (0.85%) is much lower than the one of the index (5.37%).
     The weather may not be relevant.
  • To assess the quality of the performance (-2.35%), it must be compared to the risk-adjusted performance of the index (-0.54%). 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 23.04.2021 to 22.04.2024

Perfometer
-4.77
4.47
PERFORMANCE
-4.77% Portfolio
-8.76% Index
RISK
4.47% Portfolio
4.54% Index
WEATHER
-4.77% Portfolio performance
-8.60% Adjusted index performance
  • The performance (-4.77%) is significantly higher than the one of the index (-8.76%).
  • The risk (4.47%) is slightly lower than the one of the index (4.54%). 
  • To assess the quality of the performance (-4.77%), it must be compared to the risk-adjusted performance of the index (-8.60%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2023 to 22.04.2024

Perfometer
0.99
2.83
PERFORMANCE
0.99% Portfolio
1.38% Index
RISK
2.83% Portfolio
3.07% Index
WEATHER
0.99% Portfolio performance
1.31% Adjusted index performance
  • The performance (0.99%) is a little lower than the one of the index (1.38%).
  • The risk (2.83%) is slightly lower than the one of the index (3.07%). 
  • To assess the quality of the performance (0.99%), it must be compared to the risk-adjusted performance of the index (1.31%). This represents a big underperformance and explains the rainy 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 22.04.2024

Perfometer
6.83
5.00
PERFORMANCE
6.83% Portfolio
-0.10% Index
RISK
5.00% Portfolio
5.37% Index
WEATHER
6.83% Portfolio performance
-0.14% Adjusted index performance
  • The performance (6.83%) is significantly higher than the one of the index (-0.10%).
  • The risk (5.00%) is slightly lower than the one of the index (5.37%). 
  • To assess the quality of the performance (6.83%), it must be compared to the risk-adjusted performance of the index (-0.14%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 23.04.2021 to 22.04.2024

Perfometer
-10.39
6.44
PERFORMANCE
-10.39% Portfolio
-8.51% Index
RISK
6.44% Portfolio
6.75% Index
WEATHER
-10.39% Portfolio performance
-8.06% Adjusted index performance
  • The performance (-10.39%) is much lower than the one of the index (-8.51%).
  • The risk (6.44%) is slightly lower than the one of the index (6.75%). 
  • To assess the quality of the performance (-10.39%), it must be compared to the risk-adjusted performance of the index (-8.06%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 31.12.2023 to 22.04.2024

Perfometer
2.80
3.51
PERFORMANCE
2.80% Portfolio
2.65% Index
RISK
3.51% Portfolio
4.13% Index
WEATHER
2.80% Portfolio performance
2.33% Adjusted index performance
  • The performance (2.80%) is a little higher than the one of the index (2.65%).
  • The risk (3.51%) is slightly lower than the one of the index (4.13%). 
  • To assess the quality of the performance (2.80%), it must be compared to the risk-adjusted performance of the index (2.33%). 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 22.04.2024

Perfometer
2.88
7.33
PERFORMANCE
2.88% Portfolio
4.94% Index
RISK
7.33% Portfolio
7.86% Index
WEATHER
2.88% Portfolio performance
4.56% Adjusted index performance
  • The performance (2.88%) is much lower than the one of the index (4.94%).
  • The risk (7.33%) is slightly lower than the one of the index (7.86%). 
  • To assess the quality of the performance (2.88%), it must be compared to the risk-adjusted performance of the index (4.56%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
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