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).

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The benefits of choosing the Saxo Morningstar Moat Portfolio

Expertise

Experience the expertise of two leading financial institutions and gain access to an actively managed stock portfolio built on the principles of value investing.

Diversification

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. 

SaxoSelect FAQs

Simple, transparent and cost effective

Service Fee0,75% per annum
Trading Commissions0,06% per trade (or EUR 2 minimum)
Entry FeesX
Exit FeesX
Custody FeesX
Conversion Fee0,2% (for non-Euro denominated positions)
Other SaxoSelect FeesX

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.

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Didn’t find what you are looking for?

Learn more about SaxoSelect Equity Portfolios and what they can offer you, by speaking with a sales representative.  Share your details and we will give you a call. 

Rene Møller Petersen, who is the portfolio manager for Global StockPicker, talks about the stock selection process and his research on the individual companies and sectors he considers for the SaxoSelect Global StockPicker portfolio.

 

SaxoSelect FAQs
Service Fee 1.00% per annum
Performance Fee 10%
Trading Commissions 0.1% of transaction amount with no min ticket fee
Entry Fees X
Exit Fees X
Financing Fee Reference Rate + 2% per annum

Fees are deducted on a quarterly, pro rata basis and the minimum investment is EUR 20,000.

See how the annual service fee calculated.
See how the performance fee calculated.

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Explore all Managed Portfolios

Didn’t find what you are looking for?

Learn more about SaxoSelect Equity Portfolios and what they can offer you, by speaking with a sales representative.  Share your details and we will give you a call.