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