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 27.04.2021 to 26.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
-4.51%
4.47%
Ethos-Sustain. Balanced 33 E
-7.14%
6.03%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
-10.16%
6.44%
Mirabaud Preservation Z
-2.22%
0.87%

From 31.12.2023 to 26.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
3.21%
3.49%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
1.22%
2.81%
Ethos-Sustain. Balanced 33 E
1.38%
5.25%
Mirabaud Preservation Z
0.36%
0.66%

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 26.04.2024

Weather graph
Weather list
Name
 
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
7.07%
4.99%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
3.29%
7.33%
Ethos-Sustain. Balanced 33 E
2.36%
6.24%
Mirabaud Preservation Z
-2.34%
0.85%
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 27.04.2021 to 26.04.2024

Perfometer
-7.14
6.03
PERFORMANCE
-7.14% Portfolio
-8.36% Index
RISK
6.03% Portfolio
4.54% Index
WEATHER
-7.14% Portfolio performance
-11.50% Adjusted index performance
  • The performance (-7.14%) is much higher than the one of the index (-8.36%).
  • The risk (6.03%) is higher than the one of the index (4.54%).
     The weather may not be relevant.
  • To assess the quality of the performance (-7.14%), it must be compared to the risk-adjusted performance of the index (-11.50%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2023 to 26.04.2024

Perfometer
1.38
5.25
PERFORMANCE
1.38% Portfolio
1.71% Index
RISK
5.25% Portfolio
3.05% Index
WEATHER
1.38% Portfolio performance
2.58% Adjusted index performance
  • The performance (1.38%) is a little lower than the one of the index (1.71%).
  • The risk (5.25%) is much higher than the one of the index (3.05%).
     The weather may not be relevant.
  • To assess the quality of the performance (1.38%), it must be compared to the risk-adjusted performance of the index (2.58%). 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 26.04.2024

Perfometer
2.36
6.24
PERFORMANCE
2.36% Portfolio
0.22% Index
RISK
6.24% Portfolio
5.37% Index
WEATHER
2.36% Portfolio performance
0.36% Adjusted index performance
  • The performance (2.36%) is significantly higher than the one of the index (0.22%).
  • 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 (2.36%), it must be compared to the risk-adjusted performance of the index (0.36%). This represents a slight outperformance and explains the clear weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 27.04.2021 to 26.04.2024

Perfometer
-2.22
0.87
PERFORMANCE
-2.22% Portfolio
-8.36% Index
RISK
0.87% Portfolio
4.54% Index
WEATHER
-2.22% Portfolio performance
-0.62% Adjusted index performance
  • The performance (-2.22%) is significantly higher than the one of the index (-8.36%).
  • 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 (-2.22%), it must be compared to the risk-adjusted performance of the index (-0.62%). This represents a very big underperformance and explains the stormy weather.
Performance evolution

From 31.12.2023 to 26.04.2024

Perfometer
0.36
0.66
PERFORMANCE
0.36% Portfolio
1.71% Index
RISK
0.66% Portfolio
3.05% Index
WEATHER
0.36% Portfolio performance
0.77% Adjusted index performance
  • The performance (0.36%) is much lower than the one of the index (1.71%).
  • The risk (0.66%) is much lower than the one of the index (3.05%).
     The weather may not be relevant.
  • To assess the quality of the performance (0.36%), it must be compared to the risk-adjusted performance of the index (0.77%). 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 26.04.2024

Perfometer
-2.34
0.85
PERFORMANCE
-2.34% Portfolio
0.22% Index
RISK
0.85% Portfolio
5.37% Index
WEATHER
-2.34% Portfolio performance
-0.47% Adjusted index performance
  • The performance (-2.34%) is significantly lower than the one of the index (0.22%).
  • 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 (-2.34%), it must be compared to the risk-adjusted performance of the index (-0.47%). 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 27.04.2021 to 26.04.2024

Perfometer
-4.51
4.47
PERFORMANCE
-4.51% Portfolio
-8.36% Index
RISK
4.47% Portfolio
4.54% Index
WEATHER
-4.51% Portfolio performance
-8.21% Adjusted index performance
  • The performance (-4.51%) is significantly higher than the one of the index (-8.36%).
  • The risk (4.47%) is slightly lower than the one of the index (4.54%). 
  • To assess the quality of the performance (-4.51%), it must be compared to the risk-adjusted performance of the index (-8.21%). This represents a big outperformance and explains the sunny weather.
Performance evolution

From 31.12.2023 to 26.04.2024

Perfometer
1.22
2.81
PERFORMANCE
1.22% Portfolio
1.71% Index
RISK
2.81% Portfolio
3.05% Index
WEATHER
1.22% Portfolio performance
1.62% Adjusted index performance
  • The performance (1.22%) is a little lower than the one of the index (1.71%).
  • The risk (2.81%) is slightly lower than the one of the index (3.05%). 
  • To assess the quality of the performance (1.22%), it must be compared to the risk-adjusted performance of the index (1.62%). 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 26.04.2024

Perfometer
7.07
4.99
PERFORMANCE
7.07% Portfolio
0.22% Index
RISK
4.99% Portfolio
5.37% Index
WEATHER
7.07% Portfolio performance
0.17% Adjusted index performance
  • The performance (7.07%) is significantly higher than the one of the index (0.22%).
  • The risk (4.99%) is slightly lower than the one of the index (5.37%). 
  • To assess the quality of the performance (7.07%), it must be compared to the risk-adjusted performance of the index (0.17%). This represents a big outperformance and explains the sunny weather.
Performance evolution
  • Last 3 years
  • Current year
  • 2023
  • 2022
  • Since 01.11.2018

From 27.04.2021 to 26.04.2024

Perfometer
-10.16
6.44
PERFORMANCE
-10.16% Portfolio
-7.88% Index
RISK
6.44% Portfolio
6.76% Index
WEATHER
-10.16% Portfolio performance
-7.45% Adjusted index performance
  • The performance (-10.16%) is much lower than the one of the index (-7.88%).
  • The risk (6.44%) is slightly lower than the one of the index (6.76%). 
  • To assess the quality of the performance (-10.16%), it must be compared to the risk-adjusted performance of the index (-7.45%). This represents a big underperformance and explains the rainy weather.
Performance evolution

From 31.12.2023 to 26.04.2024

Perfometer
3.21
3.49
PERFORMANCE
3.21% Portfolio
3.28% Index
RISK
3.49% Portfolio
4.11% Index
WEATHER
3.21% Portfolio performance
2.87% Adjusted index performance
  • The performance (3.21%) is a little lower than the one of the index (3.28%).
  • The risk (3.49%) is slightly lower than the one of the index (4.11%). 
  • To assess the quality of the performance (3.21%), it must be compared to the risk-adjusted performance of the index (2.87%). This represents a slight outperformance and explains the clear 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 26.04.2024

Perfometer
3.29
7.33
PERFORMANCE
3.29% Portfolio
5.59% Index
RISK
7.33% Portfolio
7.86% Index
WEATHER
3.29% Portfolio performance
5.17% Adjusted index performance
  • The performance (3.29%) is much lower than the one of the index (5.59%).
  • The risk (7.33%) is slightly lower than the one of the index (7.86%). 
  • To assess the quality of the performance (3.29%), it must be compared to the risk-adjusted performance of the index (5.17%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
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