• Insights by

    BlackRock-black

    Moderate USD

    Goal: Positive long-term returns, taking a moderate level of style

    Strategy: Diversify across a balanced mix of higher and lower-style investments

    Composition: A blend of stocks, bonds and alternatives, tilting towards preferred markets and all via low cost ETFs

    Style: Conservative Growth


    Minimum investment:
    USD 10,000.

  • Performance*

    4.81%

    Average Annual Return Since Inception
    Performance is net of all fees

    Performance breakdown
    2023: 13.25%
    2022: -15.39%
    2021: 11.67%
    2020: 10.04%
    2019: 16.60%
    2018: -6.60%
    2017: 7.94%

    *As of 31/12/23. Past performance is not an indicator of future performance.

    Performance in USD denominated portfolio from inception (01/02/2017) until 31/12/23.

Investments inspired by BlackRock

Investments inspired by BlackRock

We’ve partnered with BlackRock, the world’s largest asset manager, to offer you a moderate-style investment portfolio targeting long-term returns.

Our balanced portfolio provides diversified exposure to stocks, alternatives and bonds, helping you to achieve better long-term growth while limiting the style to your capital.

We draw upon BlackRock’s world-class investment data and insights to manage your portfolio, which we build with the company’s market-leading range of iShares ETFs. 

Keep your costs low 

Total expected cost: 0.95% per annum

Swipe left or right for more
Annual cost breakdownFee in %Cost of USD 10,000 investment
Service fee0.75% per annumUSD 75
Product costs*N.AN.A
Expected ETF costs**0.20%USD 20

The service fee is deducted quarterly on a pro rata basis. The minimum investment is USD 10,000.

*An estimate that depends on the portfolio activity and investments selected, which may change with time.

**ETFs have a small charge built into their performance, known as the Total Expense Ratio (TER). This is payable to the ETF provider and is not charged by Saxo.

In managing the assets of the Fund, the Fund may incur transaction or currency conversion costs (0.2%) in respect of investing into, adding contributions, or selling out of portfolios.

No hidden fees

Platform fee

No cost to access Saxo’s full capabilities.

Entry fee and exit fee

Add more or withdraw at no cost.

Custody fee

No fee for simply having money with us.

Frequently asked questions

If you don’t have a Saxo account, create one and add funds, considering the minimum investment amount required for the portfolio you’re interested in. Then follow these steps:

  1. Open the platform and click the ‘SaxoSelect’ tab
  2. Browse the portfolio options and choose one by clicking “Invest”
  3. Add the amount you’d like to invest and confirm your choices

If you already have a Saxo account, just access the ‘SaxoSelect tab’ in your platform and follow the steps above.

No, you don’t. Once you’ve invested in a managed portfolio, we will automatically create a sub-account dedicated to that portfolio under your existing Saxo account.

There is no minimum investment period and you can exit at any time for free. However, it’s important to remember that our managed portfolios are designed for medium- to long-term investing and only recommend them if you intend to invest for several years.

SaxoSelect provides investors and easy way to invest in various global markets based on the guidance of expert Asset Managers. Managers like Blackrock and Morningstar will provide Saxo with investment recommendation or 'Trade Signals' in the form of specific shares or listed instruments on a particular exchange. SaxoSelect will automatically handle currency conversions during the buy and sell process and the currency conversion charge is currently set at 0.02% (as at February 2023). As an example, if your SaxoSelect funds are in USD and your preferred manager recommends the purchase of an asset on HKEX then SaxoSelect will automatically convert some of your USD to HKD and invest in the instrument (eg. shares) on the HKEX. This investment amount will be subject to a 0.2% fee to cover conversion between USD and HKD.

Visit our Support centre for more FAQs.

Get direct access to leading international managed portfolios

Open an account

If you’re new to Saxo, take a few minutes to submit your application.

Choose your portfolio

Select a portfolio suited to your goals and investment style.

Invest

Confirm your managed portfolio and invest. We will place all the investments for you, in your account.

Talk to our support team
Speak to one of our specialists today and we’ll help you get started.
contact us directly

*As of 31/12/23. Past performance is not an indicator of future performance. For a full overview of performance click on “Read more”.

Investment style
Investing in financial products always involves style. As a general rule, you should only invest in financial products if you understand the styles associated with them. Investing in a portfolio with currency that differs from the base currency of your account carries the style of exposure to changes in the rate of exchange between them.

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