Bereken uw beleggingskosten

Wilt u uw verwachte beleggingskosten bij LYNX berekenen? Door hieronder enkele vragen te doorlopen, krijgt u een schatting van de voor u verwachte jaarlijkse kosten.

CHF
%

  • {{"block-transactions" | translate}}
  • - {{"block-shareslocal" | translate}} {{modeltype.shareslocal}}
  • - {{"block-sharesus" | translate}} {{modeltype.sharesus}}
  • - {{"block-stockoptlocal" | translate}} {{modeltype.stockoptlocal}}
  • - {{"block-indexoptlocal" | translate}} {{modeltype.indexoptlocal}}
  • - {{"block-optionsus" | translate}} {{modeltype.optionsus}}
  • - {{"block-futureseu" | translate}} {{modeltype.futureseu}}
  • - {{"block-futuresus" | translate}} {{modeltype.futuresus}}
  • - {{"block-etfeu" | translate}} {{modeltype.etfeu}}
  • - {{"block-fundslocal" | translate}} {{modeltype.fundslocal}}
  • - {{"block-structuredlocal" | translate}} {{modeltype.structuredlocal}}
  • - {{"block-forex" | translate}} {{modeltype.forex}}
  • - {{"block-forex-second" | translate}}
  • - {{"block-ordersize" | translate}} {{modeltype.ordersize}}{{"block-ordersize-after" | translate}}
  • - {{"block-avgprice" | translate}}
  • - {{"block-avgpriceusd" | translate}}
  • - {{"block-avgorder" | translate}} {{modeltype.avgorder}}


CHF
$
{{"year1" | translate}} {{"year2" | translate}} {{"year3" | translate}} {{"year4" | translate}} {{"year5" | translate}}
{{"grosspfolio" | translate}} {{grossyear | currency:currency}} {{yeartwo.grossyear | currency:currency}} {{yearthree.grossyear | currency:currency}} {{yearfour.grossyear | currency:currency}} {{yearfive.grossyear | currency:currency}}
{{"lynxservices" | translate}}
{{"transactioncosts" | translate}} {{transactioncosts | currency:currency}}
({{transactioncosts / portfolio * 100 | number : 2}}%)
{{yeartwo.transactioncosts | currency:currency}}
({{yeartwo.transactioncosts / portfolio * 100 | number : 2}}%)
{{yearthree.transactioncosts | currency:currency}}
({{yearthree.transactioncosts / portfolio * 100 | number : 2}}%)
{{yearfour.transactioncosts | currency:currency}}
({{yearfour.transactioncosts / portfolio * 100 | number : 2}}%)
{{yearfive.transactioncosts | currency:currency}}
({{yearfive.transactioncosts / portfolio * 100 | number : 2}}%)
{{"interestcosts" | translate}} {{interestfee | currency:currency}}
({{interestfee / portfolio * 100 | number : 2}}%)
{{yeartwo.interestfee | currency:currency}}
({{yeartwo.interestfee / portfolio * 100 | number : 2}}%)
{{yearthree.interestfee | currency:currency}}
({{yearthree.interestfee / portfolio * 100 | number : 2}}%)
{{yearfour.interestfee | currency:currency}}
({{yearfour.interestfee / portfolio * 100 | number : 2}}%)
{{yearfive.interestfee | currency:currency}}
({{yearfive.interestfee / portfolio * 100 | number : 2}}%)
{{"platformfee" | translate}} {{platform | currency:currency}}
({{platform / portfolio * 100 | number : 2}}%)
{{yeartwo.platform | currency:currency}}
({{yeartwo.platform / portfolio * 100 | number : 2}}%)
{{yearthree.platform | currency:currency}}
({{yearthree.platform / portfolio * 100 | number : 2}}%)
{{yearfour.platform | currency:currency}}
({{yearfour.platform / portfolio * 100 | number : 2}}%)
{{yearfive.platform | currency:currency}}
({{yearfive.platform / portfolio * 100 | number : 2}}%)
{{"realtimemarketdata" | translate}} {{realtime | currency:currency}}
({{realtime / portfolio * 100 | number : 2}}%)
{{yeartwo.realtime | currency:currency}}
({{yeartwo.realtime / portfolio * 100 | number : 2}}%)
{{yearthree.realtime | currency:currency}}
({{yearthree.realtime / portfolio * 100 | number : 2}}%)
{{yearfour.realtime | currency:currency}}
({{yearfour.realtime / portfolio * 100 | number : 2}}%)
{{yearfive.realtime | currency:currency}}
({{yearfive.realtime / portfolio * 100 | number : 2}}%)
{{"exchangetax" | translate}} {{exchange | currency:currency}}
({{exchange / portfolio * 100 | number : 2}}%)
{{yeartwo.exchange | currency:currency}}
({{yeartwo.exchange / portfolio * 100 | number : 2}}%)
{{yearthree.exchange | currency:currency}}
({{yearthree.exchange / portfolio * 100 | number : 2}}%)
{{yearfour.exchange | currency:currency}}
({{yearfour.exchange / portfolio * 100 | number : 2}}%)
{{yearfive.exchange | currency:currency}}
({{yearfive.exchange / portfolio * 100 | number : 2}}%)
{{"cumulativecostslynxservices" | translate}} {{all | currency:currency}}
({{all / portfolio * 100 | number : 2}}%)
{{yeartwo.all | currency:currency}}
({{yeartwo.all / portfolio * 100 | number : 2}}%)
{{yearthree.all | currency:currency}}
({{yearthree.all / portfolio * 100 | number : 2}}%)
{{yearfour.all | currency:currency}}
({{yearfour.all / portfolio * 100 | number : 2}}%)
{{yearfive.all | currency:currency}}
({{yearfive.all / portfolio * 100 | number : 2}}%)
{{"costsoffinancialinstruments" | translate}}
{{"costsfundsmanager" | translate}} {{costfundfunds | currency:currency}}
({{costfundfunds / portfolio * 100 | number : 2}}%)
{{yeartwo.costfundfunds | currency:currency}}
({{yeartwo.costfundfunds / portfolio * 100 | number : 2}}%)
{{yearthree.costfundfunds | currency:currency}}
({{yearthree.costfundfunds / portfolio * 100 | number : 2}}%)
{{yearfour.costfundfunds | currency:currency}}
({{yearfour.costfundfunds / portfolio * 100 | number : 2}}%)
{{yearfive.costfundfunds | currency:currency}}
({{yearfive.costfundfunds / portfolio * 100 | number : 2}}%)
{{"implicittransactioncosts" | translate}} {{implicit | currency:currency}}
({{implicit / portfolio * 100 | number : 2}}%)
{{yeartwo.implicit | currency:currency}}
({{yeartwo.implicit / portfolio * 100 | number : 2}}%)
{{yearthree.implicit | currency:currency}}
({{yearthree.implicit / portfolio * 100 | number : 2}}%)
{{yearfour.implicit | currency:currency}}
({{yearfour.implicit / portfolio * 100 | number : 2}}%)
{{yearfive.implicit | currency:currency}}
({{yearfive.implicit / portfolio * 100 | number : 2}}%)
{{"cumulativecostfininstr" | translate}} {{allfininst | currency:currency}}
({{allfininst / portfolio * 100 | number : 2}}%)
{{yeartwo.allfininst | currency:currency}}
({{yeartwo.allfininst / portfolio * 100 | number : 2}}%)
{{yearthree.allfininst | currency:currency}}
({{yearthree.allfininst / portfolio * 100 | number : 2}}%)
{{yearfour.allfininst | currency:currency}}
({{yearfour.allfininst / portfolio * 100 | number : 2}}%)
{{yearfive.allfininst | currency:currency}}
({{yearfive.allfininst / portfolio * 100 | number : 2}}%)
{{"cumulativetotalcosts" | translate}} {{grosstotal | currency:currency}}
({{grosstotal / portfolio * 100 | number : 2}}%)
{{yeartwo.grosstotal | currency:currency}}
({{yeartwo.grosstotal / portfolio * 100 | number : 2}}%)
{{yearthree.grosstotal | currency:currency}}
({{yearthree.grosstotal / portfolio * 100 | number : 2}}%)
{{yearfour.grosstotal | currency:currency}}
({{yearfour.grosstotal / portfolio * 100 | number : 2}}%)
{{yearfive.grosstotal | currency:currency}}
({{yearfive.grosstotal / portfolio * 100 | number : 2}}%)
{{"totalcostspercentage" | translate}} {{percentagecostgross | number : 2}}% {{yeartwo.percentagecostgross | number : 2}}% {{yearthree.percentagecostgross | number : 2}}% {{yearfour.percentagecostgross | number : 2}}% {{yearfive.percentagecostgross | number : 2}}%
{{"netvalueportfolio" | translate}} {{netvalue | currency:currency}} {{yeartwo.netvalue | currency:currency}} {{yearthree.netvalue | currency:currency}} {{yearfour.netvalue | currency:currency}} {{yearfive.netvalue | currency:currency}}
{{"cumulativegrossreturn" | translate}} {{cumugross | number : 2}}% {{yeartwo.cumugross | number : 2}}% {{yearthree.cumugross | number : 2}}% {{yearfour.cumugross | number : 2}}% {{yearfive.cumugross | number : 2}}%
{{"cumulativenetreturn" | translate}} {{cumunet | number : 2}}% {{yeartwo.cumunet | number : 2}}% {{yearthree.cumunet | number : 2}}% {{yearfour.cumunet | number : 2}}% {{yearfive.cumunet | number : 2}}%

Extra uitleg:

  • Kosten voor realtime koersdata zijn gebaseerd op het type belegger en de handelsfrequentie, waarbij een schatting is gemaakt voor de kosten mede op basis van het bestaande klantenbestand van LYNX.
  • Bij type belegger ‘ETF belegger’, ‘Beleggingsfondsen belegger’ en ‘Hefboomproducten belegger’ wordt uitgegaan van een portefeuille die continu 100% belegd is.
  • Er wordt onderscheid gemaakt tussen kosten gerekend door LYNX en kosten gerekend door uitgevende partijen van ETF’s, beleggingsfondsen of hefboomproducten. Om deze laatstgenoemde kosten te schatten heeft LYNX de volgende aannames gebruikt:
    • ETF’s: 0,28% over de portefeuillewaarde
    • Beleggingsfondsen: 0,77% over de portefeuillewaarde
    • Hefboomproducten: 14% over de portefeuillewaarde (hierbij is rekening gehouden met 2% financieringskosten en een gemiddelde hefboom van 7)
  • Deze laatstgenoemde kosten worden doorberekend in de koers van het product en worden dus niet als zodanig van uw beleggingsrekening afgeschreven.
  • Impliciete transactiekosten ontstaan uit het verschil tussen de aan- of verkoopkoers ten opzichte van de middenkoers van het product. Om deze kosten te schatten hebben wij binnen de verschillende producttypes een representatieve selectie gemaakt van producten en hiervan de gemiddelde aan- en verkoopkoersen gebruikt voor het berekenen van de impliciete transactiekosten. Hoewel LYNX deze kosteninschatting zorgvuldig heeft gemaakt, zijn de werkelijke kosten afhankelijk van onder ander de omvang en timing van de transactie. Impliciete transactiekosten worden doorberekend in de koers van het product en worden dus niet als zodanig van uw beleggingsrekening afgeschreven.
  • Gemaakte kosten in US dollars worden omgerekend naar euro’s tegen de op dit moment geldende wisselkoers van de euro dollar.
  • Rentekosten zijn gebaseerd op de slotkoers van de rentestand van de afgelopen werkdag.
  • Op deze pagina kunt u slechts een schatting krijgen van de voor u verwachte jaarlijkse kosten voor een geselecteerd profiel. Een geheel overzicht van alle producten en bijbehorende kosten kunt u hier terugvinden.