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A SaxoSelect Equity Portfolio allows you to conveniently invest in a ‘hands-free’ stock portfolio built on the research of selected investment advisers and independent research companies.
The Saxo Morningstar Moat Portfolio is the first in a series of equity portfolios we bring to you as part of our SaxoSelect range. Powered by Morningstar, a leading provider of independent investment research, we offer you a global portfolio of 30 quality stocks, actively managed and rebalanced by Saxo in collaboration with Morningstar.
Investing in this diversified portfolio requires that you have an account with Saxo. Open an account today and start investing the smart way. If you are already a client, you can access SaxoSelect Equity Portfolios by logging into SaxoTraderGo.
A quality stock portfolio
The Saxo Morningstar Moat Portfolio, managed by Saxo Bank in collaboration with Morningstar Investment Management Europe Ltd, offers a powerful investing opportunity in deep-value stocks which have shown a robust competitive advantage for investors with a medium to long-term investing horizon.
Benefit from the expertise of two leading financial institutions and gain access to an actively managed stock portfolio built on the principles of value investing.
Spread your risk across sectors and countries through this portfolio of 30 quality stocks specifically selected by Morningstar.
Achieve full visibility and control over each of the stocks in your portfolio anytime from your SaxoTraderGO account.
With Saxo you don’t have to worry about hidden fees that affect your returns. We charge a low service fee of 0.75% per annum (incl. VAT) to administrate your portfolio and a low trade commission of 0.06% of the value of each trade (minimum 2€).
We have collaborated with Morningstar, Inc. to transform their trusted independent research into actionable investment opportunities through our leading trading technology.
The Saxo Morningstar Moat Portfolio enables you to conveniently acquire a diversified portfolio of 30 quality stocks based on Morningstar’s research and proven value investing methodology.
Morningstar: Economic Moat Ratings
Learn how Morningstar identifies companies capable of delivering long-term returns.
Morningstar: Fair Value Estimate
Discover how Morningstar determines the intrinsic value of a stock over the long term.
Equity Research Methodology
Read a comprehensive overview of the process Morningstar uses to evaluate stocks
What makes a Moat
Learn how Morningstar calculates its Morningstar Economic Moat Ratings.
Benefits of Diversification
Learn about diversification’s favourable effect on risk and returns.
Product Fact Sheet
Gain a deeper understanding of how SaxoSelect Equity Portfolios works.
You can find more FAQs for trading Equity Portfolios with Saxo here. Or get in contact with our skilled staff by calling the number below.