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.