Our 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 (as per 2021-03-10) use to create your portfolio. As we continuously seek to improve our portfolios, these holdings may vary in the future.

Bonds

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

% of portfolio
Name

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.

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 5,000 companies.

Name
% of portfolio

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