Minimum investment: CHF 10,000
Total expected cost: 1.29% per annum
| Percentage of investment | CHF 10,000 Investment | |
|---|---|---|
Service Costs | ||
| Ongoing costs Management Fee | 0.75% | CHF 75.00 |
| Transaction costs | 0.03% | CHF 3.00 |
| Incidental costs | 0% | CHF 0.00 |
| Ancilliary costs | 0% | CHF 0.00 |
| One-off costs | 0% | CHF 0.00 |
Product Costs | ||
| Ongoing costs** | 0.24% | CHF 24.00 |
| Transaction costs | 0.27% | CHF 27.00 |
| Incidental costs | 0% | CHF 0.00 |
| Ancilliary costs | 0% | CHF 0.00 |
| One-off costs | 0% | CHF 0.00 |
Third Party Costs | 0% | CHF 0.00 |
TOTAL | 1.29% | CHF 129.00 |
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. 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).
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.
Compared to traditional wealth managers we offer a compelling and cost effective way to have your money managed, with some of our portfolio less than half of the cost of an expensive wealth service.
The Costs explained
Service Fee: This is the fee charged for Saxo to manage your money. It is an annual cost, deducted quarterly on a pro-rata basis. You can find more information on the service fee here
Expected ETF Costs: If your portfolio invests into ETFs, you should know that the ETF manufacturer takes their charge from within the ETF. This is convenient as it means there are no cash transactions (to the ETF manufacture to cover costs), costs are simply reflected in the performance of the ETF.
Our fees depend on the managed portfolio you choose to invest in.
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.
High risk
If you’re new to Saxo, take a few minutes to submit your application.
Select a portfolio suited to your goals and risk appetite, then complete our short profile questionnaire.
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
Discover our full suite of expertly managed portfolios, with risk profiles ranging from low to high. Please take note that the managed portfolios are currently only available for customers domiciled in Switzerland.
Ideal for:
Investing cautiously, offering high exposure to bond markets.
Ideal for:
Investing for a balance between growth and preservation
Ideal for:
Investing for growth, buying cheaply priced stocks compared to their fair value.
Ideal for:
Investing for growth, buying stocks with strong focus on sustainability.
