Saxo Morningstar Moat
Goal: Attractive growth from stock investmentsStrategy: Identify underpriced and high-quality stocks
Composition: 100% into global stocks
Style: Growth Focused
Minimum investment: USD 30,000
Gain exposure to 30 high-quality single stocks identified as underpriced in the market.
Morningstar uses its proven methodology to select a range of deep-value stocks, which have shown a robust competitive advantage for investors with a medium to long-term investment horizon.
We manage your portfolio in collaboration with Morningstar Investment Management*.
Total expected cost: 1.44% per annum
Annual cost breakdown | Fee in % | Cost of USD 30,000 investment |
---|---|---|
Service fee | 0.75% per annum | USD 225 |
Transaction costs* | 0.69% per annum | USD 207 |
TOTAL** | 1.44% | USD 367.00 |
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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