SaxoSelect Equity Portfolios
Have an investment expert pick your stocks for you
Utilise the knowledge of leading investment experts
Target high capital growth above global equity markets
You own each of your stocks
For investments with at least a 2 year time horizon
No lock-in period or entry/exit costs
Saxo Morningstar Moat Portfolio
The Saxo Morningstar Moat Portfolio is a single stock portfolio of 30 quality stocks selected based on the proven “value investing” methodology of Morningstar Investment Management Europe Ltd. This methodology first conducts research to identify quality companies, and the most underpriced stocks of those companies are then purchased to become part of your portfolio. (Risk: In line or above global equity markets).Invest Now
The benefits of choosing the Saxo Morningstar Moat Portfolio
Experience 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.
A Portfolio of quality
Only stocks which have passed a rigorous research process by Morningstar Investment Managed Europe Ltd can enter the portfolio. The methodology identifies companies which are expected to stay profitable over the long term due to competitive advantages.
Upward bias price movement
The portfolio only purchases stocks which are deemed to be under-priced, according to Morningstar Investment Management Europe Ltd analysis. This is based on the belief that cheaper stocks outperform expensive stocks over the long term.
You can see a more detailed performance overview of the Saxo Morningstar Moat Portfolio by clicking the “Learn more” button underneath the live tracker. Or gain an insight into recent market and portfolio performance by looking at Saxo Bank's quarterly portfolio commentary via the link below.
*Note: past performance is not an indicator of future performance
Note: Past performance is not an indicator of future performance
We have collaborated with Morningstar 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.
Simple, transparent and cost effective
|Service Fee||0,75% per annum|
|Trading Commissions||0,06% per trade (or EUR 2 minimum)|
|Conversion Fee||0,2% (for non-Euro denominated positions)|
|Other SaxoSelect Fees||X|
The Service Fee is deducted quarterly on a pro rata basis, and the minimum investment is EUR 30,000.
See how the annual service fee calculated.Invest Now
Equity Research Methodology
Read a comprehensive overview of the process Morningstar uses to evaluate stocks.
Benefits of Diversification
Learn about diversification’s favourable effect on risk and returns with Morningstar's whitepaper.
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