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Creating Values

How we create values?

Value creation is at the core of our existence. We invest in assets, work to make them better and seek to sell them for a profit. Lyra holding uses its One Lyra holding regional network, deep industry knowledge, Executive Operations Group and portfolio intelligence to create and execute a customized value creation plan for each of our corporate private equity and real asset investments. Our success helps investors achieve their goals.

LYRA EDGE

Reach:

One Lyra holding Regional Network

Two current Business Segments

  • Investment professionals on three regional offices with local knowledge and relationships
  • Our professionals work together across funds, industries and geographies to help colleagues

Expertise:

Deep Industry Knowledge

  • Invest in sectors we know, and value depth over breadth
  • Sector specialties: Mineral trading, warehousing, energy & power, financial services, industrial, real estate, technology & business services.

Impact:

Executive Operations Group

  • Team of Operating Executives, Senior Advisors and Operating Advisors – C-level executives and sector specialists with an average of over 30 years’ experience have been out-sourced to advise Lyra holding professionals through the investment process, from sourcing deals, conducting diligence, managing companies and exiting transactions

Data:

Portfolio Intelligence

  • Regional portfolio of 20 companies and more than  6 active real estate investments generates real time, actionable data
  • Incorporate proprietary analysis of data into investment, operational and exit decisions.

Our Fees

Mutual fund fees that will be charged by Lyra holding can be broken down into two broad categories:

Ongoing annual fees to keep you invested in the fund.

Management expense ratio (MER).

Varies from fund to fund, but is typically composed of the following fees:

  • Hiring Costs – Also known as the management fee, this cost is usually between 0.5% and 2% of assets on average per year.
  • Distribution and Service (12b-1) Fees – This expense goes toward paying brokerage commissions (buys or sells holdings in the mutual fund, they incur transaction costs that are passed on to investors) and toward advertising and promoting the fund. Those fees cannot exceed 0.75 percent of a fund’s average net assets per year.
  • Account Fees – Account fees are maintenance fees usually charged on small shareholders of a fund that fall below some minimum balance, usually a pre-set dollar amount.
  • Other Expenses – “Other expenses” is a catchall category that includes anything that doesn’t fit into the above categories. These may include shareholder service expenses that are not included in the 12b-1 fees, custodial expenses, record keeping, legal expenses, accounting expenses, transfer agent expense and other administrative expenses.

On the whole, Management expense ratios range from as low as 0.25% (usually for passive index funds) to as high as 2% or more for active specialty strategies. The average equity mutual fund charges around 1.3%-1.5%. You’ll generally pay more for niche or international funds, which require more expertise from managers or funds that trade in illiquid markets which imply greater transaction costs.

Transaction fees paid when you buy or sell shares in a fund (also known as loads).

Loads are equivalent to sales commissions; they are fees that a fund uses to compensate brokers or other marketers for selling you the mutual fund. Shareholder fees cover the other costs associated with the transaction of buying or selling a mutual fund that are incurred directly by the fund holder. These fees appear in the prospectus under the heading “Shareholder Fees.”

  • Sales Loads

Front-end loads: you pay the fee when you purchase the fund. 5% percent of a fund’s average net assets

Back-end loads: (also known as deferred sales charges) are paid upon selling fund shares and can be a bit more complicated. In such a load structure, you pay the back-end load if you sell a fund within a certain time frame. A typical example is a 6% back-end load that decreases to 0% in the seventh year. The load is 6% if you sell in the first year, 5% in the second year, etc.

Get In Touch

Yeni Bosna Merkez Mah.
Ladin Sk. Kuyumcukent Kompleksi. Magaza Blogu, Plaza-1 .Kat-4. Office No 3&4
34197 Bahcelievler
Istanbul – Turkey

Telefon Numarası: +90 212 6030 523
Faks Numarası: +90 212 6030 525
info@lyraholding.com