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    Saxo Morningstar High Dividend

    Goal: Attractive long-term returns driven by dividends and growth

    Strategy: Identify quality companies that offer stable and attractive dividends

    Composition: 100% into global stocks

    Style: Growth Focused


    Minimum investment:
    USD 30,000

  • Performance*

    33%

    Total return since inception
    Performance is net of all fees

    *As of 30/4/23. Past performance is not an indicator of future performance.

    Quarterly product sheet

    Quarterly commentary

Morningstar Video

Income stability from stocks

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.

Keep your costs low 

Total expected cost: 1.73% per annum

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Annual cost breakdownFee in %Cost of USD 30,000 investment
Service fee0.75% per annumUSD 225
Transaction costs*0.98%* per annumUSD 294
TOTAL**1.73%USD 519.00

The Service Fee is deducted quarterly on a pro rata basis, and the minimum investment is USD 30,000
For portfolio of USD 30,000, after transaction costs, the total expected cost of the portfolio is 1.73% which is USD 519.
For a portfolio of USD 150,000, after trading costs, the total expected cost is 1.14% which is USD 1,714.
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 30/4/23. 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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