SaxoSelect Balanced Portfolios
SaxoSelect Balanced Portfolios are a great choice for long-term investors who are looking for an alternative to do-it-yourself investing.
Our Balanced Portfolios give you easy access to professional and intelligent portfolio management starting at EUR 10,000. Simply choose from three risk profiles and invest in a diversified, multi-asset-class portfolio managed by Saxo and built with iShares ETFs and with BlackRock’s investment research.
Select the portfolio that is right for you
The technology and asset management expertise of Saxo and the data, tools and acumen of BlackRock make professional portfolio investing available from EUR 10,000.
Gain access to an actively managed, broadly diversified, multi-asset-class solution at a clean, competitive price. Driven by the same methodologies and insights that manage some of the world's biggest portfolios. With regular rebalancing, active weighting on both the portfolio and asset-class levels, and professional risk control.
A cautious investment profile for those with a more conservative tolerance for risk of loss of capital and market fluctuations while seeking some long-term growth. This is achieved through a relatively lower exposure to stock markets and non-traditional investments with a relatively higher exposure to bonds.
A balanced investment profile for those with a more moderate tolerance for risk of loss of capital and market fluctuations while seeking more growth potential for their portfolio over the long term. This is achieved through an exposure to stock markets and non-traditional investments that is usually somewhat higher than the exposure to bonds.
A more adventurous investment profile for those with a high tolerance for risk of loss of capital and market fluctuations while seeking the opportunity for greater growth in their portfolio over the long term. The exposure to stock markets and alternative investments generally makes the bulk of the portfolio.
The benefits of Balanced Portfolios
Your assets will be invested and managed on a professional level. Automatic rebalancing, stringent risk control and active allocation leveraging the expertise from two premium financial institutions: Saxo and BlackRock.
Made possible by Saxo technology: a process of a few simple steps and a minimum EUR 10,000 allows you to gain access to the investment approach used by some of the largest fund managers and pension funds worldwide.
Easily enter or exit an investment at your own convenience. iShares ETFs are completely transparent, meaning you know your exact exposures.
You benefit from a clean price so you do not have to worry about hidden charges that so often affect investment returns. Saxo charges one single fee of *0.9% per year, inclusive of VAT, with no trading commissions or custody fees.
A Strong Partner - Proven Performance
By combining our leadership in trading technology with BlackRock’s investment tools, we are shaping the future of how people invest.
As the world’s largest asset manager, with $5.1 trillion in assets under management, BlackRock is entrusted to invest on behalf of large institutions and individual investors alike.
Building a smart portfolio – from insight to investment.
Research and analysis breaks economic news and market developments down to investment views. Long-term trends, strategic thinking and tactical changes inform decisions and the composition of the portfolio.
The broadly diversified portfolios are adjusted both on the asset allocation level – for example by giving preference to equity over fixed income – and within asset classes – by overweighting European equity versus Asian, or the energy sector versus consumer staples. Saxo manages the portfolios, using the tools, data and expertise provided by BlackRock.
You decide which profile fits your needs. Choose from a more cautious approach with a high fixed income allocation, an intermediate profile, or an aggressive equity-heavy portfolio. Both expected return and volatility increase as you include more equity and the right choice depends on your investment goals and your willingness – and capacity – to take risk.
The portfolio is built with iShares from BlackRock. These ETFs are diversified, transparent, liquid and low-cost. They represent a smart and efficient way to build a balanced portfolio designed to grow your wealth.
Monitoring and managing
The portfolios are constantly monitored for deviations from the reigning view and risk targets. As markets move, so do the relative weightings and rebalancing is automatic. As our views change, we actively implement them in the portfolios with the goal of allowing you to take full advantage of market developments.
"Where can I monitor my Balanced Portfolio?"
You keep full control and visibility of your Balanced Portfolio. When you complete your investment, Saxo Bank creates a dedicated sub-account where the Balanced Portfolio will be held. This sub-account works as a folder under your existing SaxoTrader account.
"What is a Balanced Portfolio made of?"
Balanced Portfolios are built with exchange traded funds (popularly known as ETFs).
"What are iShares exchange traded funds?"
Saxo Bank has chosen to build its Balanced Portfolios with iShares exchange traded funds from BlackRock. iShares is a global leader in exchange traded funds with more than a decade of expertise and commitment to individual and institutional investors of all sizes.
"What does it cost?"
For the provision of the service Saxo Bank charges a Service Fee of 0.9% p.a. calculated on the value of the Balanced Portfolio account. The fee is inclusive of VAT where applicable. The Service Fee is calculated on a daily basis and charged at the end of each quarter. If you stop your investment in-between quarters the accumulated amount of Service Fee will be charged at that time.