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
- Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
- Stratégie Lemania Gonet 30
- Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
- Current year
- 2021
- 2020
- Since 01.11.2018
From 31.12.2021 to 11.05.2022
Weather graph
Weather list
Name
Perf
Risk
Stratégie Lemania Gonet 30
-7.37%
5.41%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
-12.72%
8.85%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
-6.84%
4.17%
From 31.12.2020 to 31.12.2021
Weather graph
Weather list
Name
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
7.30%
3.04%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
9.34%
5.66%
Stratégie Lemania Gonet 30
5.32%
4.09%
From 31.12.2019 to 31.12.2020
Weather graph
Weather list
Name
Perf
Risk
Stratégie Lemania Gonet 30
3.39%
11.88%
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
1.86%
7.90%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
1.75%
11.37%
From 01.11.2018 to 11.05.2022
Weather graph
Weather list
Name
Perf
Risk
Stratégie lemania Mirabaud (CH) - LPP 25+ I Cap
7.80%
5.09%
Stratégie Lemania Gonet 30
10.45%
7.34%
Stratégie lemania Mirabaud (CH) - LPP 40+ I Cap
4.69%
8.02%
- Current year
- 2021
- 2020
- Since 01.11.2018
From 31.12.2021 to 11.05.2022
Perfometer
-6.84
4.17
PERFORMANCE
-6.84%
Portfolio
-7.59%
Index
RISK
4.17%
Portfolio
4.23%
Index
WEATHER
-6.84%
Portfolio performance
-7.48%
Adjusted index performance
- The performance (-6.84%) is much higher than the one of the index (-7.59%).
- The risk (4.17%) is slightly lower than the one of the index (4.23%).
- To assess the quality of the performance (-6.84%), it must be compared to the risk-adjusted performance of the index (-7.48%). This represents a big outperformance and explains the sunny weather.
Performance evolution
From 31.12.2020 to 31.12.2021
Perfometer
7.30
3.04
PERFORMANCE
7.30%
Portfolio
3.38%
Index
RISK
3.04%
Portfolio
2.94%
Index
WEATHER
7.30%
Portfolio performance
3.51%
Adjusted index performance
- The performance (7.30%) is significantly higher than the one of the index (3.38%).
- The risk (3.04%) is slightly higher than the one of the index (2.94%).
- To assess the quality of the performance (7.30%), it must be compared to the risk-adjusted performance of the index (3.51%). This represents a very big outperformance and explains the very sunny weather.
Performance evolution
From 31.12.2019 to 31.12.2020
Perfometer
1.86
7.90
PERFORMANCE
1.86%
Portfolio
1.40%
Index
RISK
7.90%
Portfolio
8.98%
Index
WEATHER
1.86%
Portfolio performance
1.15%
Adjusted index performance
- The performance (1.86%) is a little higher than the one of the index (1.40%).
- The risk (7.90%) is lower than the one of the index (8.98%).
This can make the comparison poor and the weather irrelevant. - To assess the quality of the performance (1.86%), it must be compared to the risk-adjusted performance of the index (1.15%). This represents a slight outperformance and explains the clear weather.
Performance evolution
From 01.11.2018 to 11.05.2022
Perfometer
7.80
5.09
PERFORMANCE
7.80%
Portfolio
2.26%
Index
RISK
5.09%
Portfolio
5.61%
Index
WEATHER
7.80%
Portfolio performance
1.82%
Adjusted index performance
- The performance (7.80%) is significantly higher than the one of the index (2.26%).
- The risk (5.09%) is slightly lower than the one of the index (5.61%).
- To assess the quality of the performance (7.80%), it must be compared to the risk-adjusted performance of the index (1.82%). This represents a very big outperformance and explains the very sunny weather.
Performance evolution
- Current year
- 2021
- 2020
- Since 01.11.2018
From 31.12.2021 to 11.05.2022
Perfometer
-7.37
5.41
PERFORMANCE
-7.37%
Portfolio
-9.67%
Index
RISK
5.41%
Portfolio
7.76%
Index
WEATHER
-7.37%
Portfolio performance
-6.81%
Adjusted index performance
- The performance (-7.37%) is much higher than the one of the index (-9.67%).
- The risk (5.41%) is lower than the one of the index (7.76%). This can make the comparison poor and the weather irrelevant.
- To assess the quality of the performance (-7.37%), it must be compared to the risk-adjusted performance of the index (-6.81%). This represents a slight underperformance and explains the cloudy weather.
Performance evolution
From 31.12.2020 to 31.12.2021
Perfometer
5.32
4.09
PERFORMANCE
5.32%
Portfolio
6.05%
Index
RISK
4.09%
Portfolio
4.79%
Index
WEATHER
5.32%
Portfolio performance
5.05%
Adjusted index performance
- The performance (5.32%) is a little lower than the one of the index (6.05%).
- The risk (4.09%) is slightly lower than the one of the index (4.79%).
- To assess the quality of the performance (5.32%), it must be compared to the risk-adjusted performance of the index (5.05%). This represents a slight outperformance and explains the clear weather.
Performance evolution
From 31.12.2019 to 31.12.2020
Perfometer
3.39
11.88
PERFORMANCE
3.39%
Portfolio
2.17%
Index
RISK
11.88%
Portfolio
12.84%
Index
WEATHER
3.39%
Portfolio performance
1.96%
Adjusted index performance
- The performance (3.39%) is much higher than the one of the index (2.17%).
- The risk (11.88%) is slightly lower than the one of the index (12.84%).
- To assess the quality of the performance (3.39%), it must be compared to the risk-adjusted performance of the index (1.96%). This represents a slight outperformance and explains the clear weather.
Performance evolution
From 01.11.2018 to 11.05.2022
Perfometer
10.45
7.34
PERFORMANCE
10.45%
Portfolio
5.48%
Index
RISK
7.34%
Portfolio
8.31%
Index
WEATHER
10.45%
Portfolio performance
4.54%
Adjusted index performance
- The performance (10.45%) is significantly higher than the one of the index (5.48%).
- The risk (7.34%) is slightly lower than the one of the index (8.31%).
- To assess the quality of the performance (10.45%), it must be compared to the risk-adjusted performance of the index (4.54%). This represents a big outperformance and explains the sunny weather.
Performance evolution
- Current year
- 2021
- 2020
- Since 01.11.2018
From 31.12.2021 to 11.05.2022
Perfometer
-12.72
8.85
PERFORMANCE
-12.72%
Portfolio
-9.67%
Index
RISK
8.85%
Portfolio
7.76%
Index
WEATHER
-12.72%
Portfolio performance
-10.99%
Adjusted index performance
- The performance (-12.72%) is much lower than the one of the index (-9.67%).
- The risk (8.85%) is slightly higher than the one of the index (7.76%).
- To assess the quality of the performance (-12.72%), it must be compared to the risk-adjusted performance of the index (-10.99%). This represents a big underperformance and explains the rainy weather.
Performance evolution
From 31.12.2020 to 31.12.2021
Perfometer
9.34
5.66