Minimum investment: USD 30,000
The Saxo Morningstar High Dividend portfolio aims to outperform global stock markets over the medium to long term and provide stable dividend returns in the range of 3-5%.
Morningstar Investment Management* identifies companies with sustainable competitive advantages, or ‘Economic Moats’, in a bid to deliver superior long-term equity returns.
We rebalance the stocks in your portfolio on a half-yearly basis, replacing them with those offering stronger opportunities, if appropriate.
Total expected cost: 1.73% per annum
| Annual cost breakdown | Fee in % | Cost of USD 30,000 investment |
|---|---|---|
| Service fee | 0.75% per annum | USD 225 |
| Transaction costs* | 0.98%* per annum | USD 294 |
| TOTAL** | 1.73% | USD 519.00 |
No cost to access Saxo’s full capabilities.
Add more or withdraw at no cost.
No fee for simply having money with us.
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:
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.
If you’re new to Saxo, take a few minutes to submit your application.
Select a portfolio suited to your goals and investment style.
Confirm your managed portfolio and invest. We will place all the investments for you, in your account.
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Discover our full suite of expertly managed investment portfolios.
Ideal for:
Investing for growth , buying stocks with strong focus on sustainability.
Ideal for:
Investing for growth, buying cheaply priced stocks compared to their fair value.
Ideal for:
Targeting high growth via fast moving stocks in developed and emerging markets.
