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. 

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A strong partnership

BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. On June 30, 2016, BlackRock’s AUM was $5.1 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investments. 

For more than two decades, Saxo Bank has not only been an industry leader in online finance, but has helped define the business and open new frontiers. A central concern has always been the democratisation of finance – i.e. providing access to top-tier solutions to a wider audience.

Saxo Balanced Portfolios, in collaboration with BlackRock, are the next milestone. Technology enables us to bring the advantages of professional portfolio management to investments starting at just CHF 10’000.

Partnering with BlackRock

Defensive Portfolio

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.

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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.

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Moderate Portfolio

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.

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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.

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Aggressive Portfolio

Aggressive (CHF)” portfolio is a diversified CHF-denominated strategy for Swiss investors for income and capital gain oriented Swiss investors with an investment horizon between 5 and 10 years. Investors may expect average to above average price fluctuations.

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Aggressive (CHF)” portfolio is a diversified CHF-denominated strategy for Swiss investors for income and capital gain oriented Swiss investors with an investment horizon between 5 and 10 years. Investors may expect average to above average price fluctuations.

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Saxo Bank (Switzerland) Ltd. does not guarantee the achievement of investment goals or the limitation of risks intended for these strategies.

The benefits of Balanced Portfolios

Automated Investing

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.

Expert Insights

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.

Simple and transparent pricing

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.

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SaxoSelect Balanced Portfolios are offered by Saxo Bank (Switzerland) Ltd. None of the information contained herein constitutes investment, tax, legal or any other advice or an offer or invitation to enter into any type of financial transaction. The information is produced for information purpose only. Any information, including management fees can be subject to change. You can find the latest updated pricing information on the description page for each available portfolio. In providing the information Saxo Bank (Switzerland) Ltd. has not taken into account any particular recipient’s investment objectives, special investment goals, financial situation, and specific needs and demands and nothing contained herein is intended as a recommendation or advice for any recipient to invest or divest in a particular manner and Saxo Bank (Switzerland) Ltd. assumes no liability for any recipient sustaining a loss out of the use or reliance on the information provided. The information contained herein is confidential and should not be copied, distributed, published or reproduced in whole or in part or disclosed by recipients to any other person. It is not intended for distribution to, or use by, any person in any jurisdiction or country where such distribution or use would be unlawful. The information contained herein may not be sent, taken into or distributed in the United States or to any “US Person” within the meaning of the United States Securities Act of 1933, as amended and the United States Securities Exchange Act of 1934, as amended.

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.

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

Building a smart portfolio – from insight to investment.

Investment views

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.

Client input

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.

Actual components

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.

Start investing using SaxoSelect Balanced Portfolios in 3 steps

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 private.sales@saxobank.ch for more info.

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