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 target allocation of 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 S&P 500 UCITS ETF
18,6%
Vanguard FTSE North America UCITS ETF
18,6%
Vanguard European Stock Index Fund
16,0%
Vanguard Emerging Markets Stock Index Fund
13,0%
Vanguard Global Small-Cap Index Fund
12,5%
iShares Core S&P 500 UCITS ETF
7,5%
Vanguard Japan Stock Index Fund
5,3%
Vanguard Pacific ex-Japan Stock Index Fund
3,2%
Vanguard FTSE Developed Europe UCITS ETF
1,5%
Lyxor Core STOXX Europe 600m UCITS ETF
1,2%
Vanguard FTSE Emerging Markets UCITS ETF
0,9%
Vanguard FTSE Japan UCITS ETF
0,9%
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF
0,5%
Cash
0,3%
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 Euro Government Bond Index Fund
15,0%
iShares Euro Government Bond Index Fund
14,0%
Vanguard Global Bond Index Fund
13,0%
Vanguard Euro Investment Grade Bond Index Fund
12,0%
Vanguard Global Short-Term Bond Index Fund
12,0%
Vanguard Eurozone Inflation-Linked Bond Index Fund
10,9%
Vanguard Global Aggregate Bond UCITS ETF
8,4%
iShares Global Inflation Linked Govt Bond UCITS ETF
5,0%
iShares Core € Corp Bond UCITS ETF
4,4%
Vanguard EUR Corporate Bond UCITS ETF
4,4%
Cash
0,9%
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.