SaxoSelect Balanced Portfolios
The right choice – just got simpler
Our collection of Balanced Portfolios, built with iShares ® ETFs by BlackRock and managed by Saxo Bank (Switzerland) Ltd. offers an easy way to invest with sophistication.
The “Defensive (CHF)” portfolio is a diversified CHF-denominated strategy designed for income oriented Swiss investors with an investment horizon between 3 and 5 years. Investors may expect limited price fluctuations.
The “Moderate (CHF)” portfolio is a diversified CHF-denominated portfolio designed for income and capital gain oriented Swiss investors with an investment horizon between 5 and 10 years. Investors may expect average price fluctuations.
We rebalance your portfolio over our platform at regular intervals to ensure it remains aligned with the selected strategy, diversified and well calibrated, liberating you to invest your money - not your time.
Stay in Control
iShares® ETFs are liquid, transparent and cost-efficient financial instruments. You will be able to monitor your investments daily.
Leverage the expertise from two premium financial institutions: Saxo Bank and BlackRock – the world’s largest investment manager – so your portfolio remains constantly monitored to keep pace with changing market conditions.
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.
Between different suitable strategies you may choose from a more cautious approach with a high fixed income allocation, an intermediate profile, or a more aggressive strategy with more emphasis on equity. Both expected return and volatility increase with increased allocation to equity. The right choice depends on your personal investment goals.
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.
Take the suitability test online.
You then will receive the portfolio management contract. Please sign it and send it back to us.
Your account will be activated. Login and invest in any of the strategies suitable for you.
Please call +41 58 317 9510 or email us at firstname.lastname@example.org for more info.
"Where can I monitor my Balanced Portfolio?"
You keep full control and visibility of your Balanced Portfolio. When you allocate and investment amount to a Balanced Portfolio, Saxo Bank creates a dedicated sub-account for the respective strategy. This sub-account works as a folder under your existing SaxoTrader account. You will be able to monitor investments on behalf of such sub-account and to increase or decrease funds allocated to such sub-account at any time. Please be aware however, that each strategy has a certain investment horizon.
"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?"
Saxo Bank only charges a service fee (0.85% p.a.) and a currency conversion fee (0.5% of the transaction amount) for those trades in currencies other than CHF. Other fees and charges (e.g. stock exchange fees, VAT, stamp taxes) are charged as they occur.