Portfolio

At Lysa we strive to create the best savings product for our customers. In order to give you a well diversified portfolio with ultra low fees, we identify what we think are the world’s best index products and continuously negotiate the fees for you.

Depending on your goal and preferences, your portfolio will consist of stocks, bonds or a mix of the two. Below you can see the underlying holdings we currently use to create your portfolio. As we continuously seek to improve our portfolios, these holdings may vary in the future.

Lysas Gebühren

Die Gebühren, die direkt an Lysa gehen - für Ihr Portfolio und Fondsverwaltung.

0,15 - 0,24%

Kosten der zugrunde liegenden Wertpapiere

Die Gebühren, die an die Fonds und ETFs gehen, in die wir Ihr Geld investieren.

0,073 - 0,134%

Transaktionskosten

Die Gebühr, die die Transaktionskosten abdeckt, wenn wir Ihr Geld investieren.

0,004 - 0,02%

Gesamtgebühren pro Jahr
0,243 - 0,378%
Vanguard US

19%

Vanguard North America

19%

Vanguard Europe

18%

Vanguard Emerging Markets

15%

Vanguard Global Small-Cap

12%

iShares US

6%

Vanguard Japan

6%

Vanguard Pacific

4%

Lyxor Europe

1%

Stocks

We use well known, diversified and low cost funds. Through these funds, you will be invested in more than 8.000 companies.

Instrument name

% of portfolio

Vanguard Europe Government Bond

15,00%

iShares Europe Government Bond

14,00%

Vanguard Global Bond

13,00%

Vanguard Global Short-Term Bond

12,00%

Vanguard Euro Investment Grade Bond

12,00%

Vanguard Eurozone Inflation-Linked Bond

10,85%

Vanguard Global Aggregate Bond

8,40%

iShares Global Inflation Linked Govt Bond

5,00%

Vanguard EUR Corporate Bond

4,40%

iShares Core € Corp Bond

4,40%

Cash

0,95%

Instrument name

% of portfolio

Interest-bearing papers are used to balance portfolios against heavy movements in the stock market.

Bonds

In order to build the best portfolio, we invest in the bond market within our discretionary mandate, currently through the fund Lysa Global Fixed Income C, which is hedged to Danish crowns to avoid any fluctuations due to currency movements. The list above reflects the fund’s present target allocation. You can find more information about Lysa’s funds here.

In order to build the best portfolio, we invest in the stock market within our discretionary mandate, currently through the fund Lysa Equities D. The list above reflects the fund’s present target allocation. You can find more information about Lysa’s funds here.