Portfolio
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.
Equities
We use well known, diversified and low cost funds and ETFs. Through these funds and ETFs, you will be invested in more than 7.000 companies.
| Instrument name | % of portfolio |
|---|
| Instrument Name | % of portfolio |
|---|---|
| Vanguard Emerging Markets Stock Index Fund EUr Acc | 100% |
| Instrument Name | % of portfolio |
|---|---|
| Vanguard Global Small-Cap Index Fund Institutional Euro Shares | 100% |
In order to build the best portfolio, we invest in the stock market within our discretionary mandate, currently through the funds Lysa Global Equity Broad E, Lysa Emerging Markets Equity Broad E and Lysa Global Small Cap Equity Broad E. The list above reflects the fund’s present target allocation. You can find more information about Lysa’s funds here.
Bonds
Interest-bearing papers are used to balance portfolios against heavy movements in the stock market.
| Instrument name | % of portfolio |
|---|
In order to build the best portfolio, we invest in the bond market within our discretionary mandate, currently through the fund . The list above reflects the fund’s present target allocation. You can find more information about Lysa’s funds here.