Managed Portfolios

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. Take the suitability test to determine your risk profile and the managed portfolios that are suitable for you
3. Browse the portfolio options and choose one by clicking “Invest”
4. 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. The first time you invest in a managed portfolio you’ll have to take the suitability test, which is different from the appropriateness test (for self-directed investing).

This is a set of questions that will determine your risk profile and, based on it, the portfolio options that are suitable for you. Based on your answers, you may receive a risk profile that doesn’t match your initial portfolio choice, which means you won’t be able to invest in that portfolio. If this is the case, please check that your answers are accurate and contact us if you need clarification.

The suitability test is mandatory. It is the portfolio manager’s responsibility to ensure that the investment made on your behalf is suitable for you – and the suitability questions are the primary method for such determination.

Fees depend on the managed portfolio you choose to invest in. Please visit the individual portfolio pages above to check specific fees.

To see how our annual service fee is calculated, click here.

As with all investing, there is a relationship between the amount of risk you take and the level of returns you could receive (both positively and negatively). The risk profiles of managed portfolios indicate the potential severity of a loss (of value) during a negative period. As a reference, investing into stocks is considered high risk and during a bad period the stock market could lose around 20%, based on historic events.

Low risk portfolios are expected to experience much less fluctuation (of value) than stock markets;

Medium risk portfolios are expected to experience notably lower fluctuation (of value) than stock markets;

High risk portfolios are expected to experience similar fluctuation (of value) to stock markets;

Very high risk portfolios are expected to experience price fluctuation above stock markets.

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 long-term investing and only recommend them if you intend to invest for several years.