SaxoSelect

Managed portfolios & investments

Free your time. Have experts navigate markets and manage your investments.

With investment, your capital is at risk

Why invest with Saxo?

  • Simple and smart
    Get set up quickly online, then we’ll do the hard work for you.
  • Managed by experts
    We manage your investments based on world class industry expertise.
  • Cost effective
    Pay just a fraction of the cost of traditional wealth managers.
  • No lock-in period
    If your circumstances change you can withdraw at any time.

What are managed portfolios?

What are managed portfolios?

A managed portfolio is a collection of investments that are selected and automatically adjusted for you according to market opportunities.

Each portfolio caters for a different risk appetite, ranging from low to very high, and follows an investment strategy suited to your goals and profile.

You’ll have full transparency and control: you can monitor your investments 24 hours a day through our platform, and withdraw at any time for no extra cost.

Have a higher appetite for risk? Our managed investments target higher returns by allowing hand-picked experts to place CFD trades directly in your account, based on a tried-and-tested strategy with proven results over time.

Portfolios built by experts

Portfolios built by experts

When you invest in a SaxoSelect portfolio, you can rest assured that your money is in the best possible hands.

We’ve partnered with world-leading asset managers, including BlackRock and Morningstar, to create a range of low-cost, institutional-quality portfolios.

They are automatically rebalanced for you by our experts to adapt to changing market conditions, and continually target the highest returns for the risk-level taken.

Keep your costs under control

Without any unnecessary charges, we help you keep more of your returns.

Total expected cost p.a. from:

 

You can find individual pricing details for each portfolio below.

*As of 30/09/22. Past performance is not an indicator of future performance. For a full overview of performance click on “Read more”.

Profile Questionnaire
To help us find the best portfolios for you we will ask you to complete a profile questionnaire in-platform before investing. This is a required step in the investment process and only takes a few minutes.

Investment risk
Investing in financial products always involves risk. As a general rule, you should only invest in financial products if you understand the risks associated with them. Investing in a portfolio with currency that differs from the base currency of your account carries the risk of exposure to changes in the rate of exchange between them. See the full Managed Portfolio Disclaimer for more information. Past performance is not a guide to future performance.

What is the risk and expected return?

Risk and return come hand-in-hand. The more return you target, the more risk you must take.

Performance expected to be considerably lower than stock markets, but also much more stable. In an extreme scenario stock markets could lose 20% or more, whilst Low risk portfolios are expected to lose closer to 5% to 10%. 

Performance is expected to be less than stock markets, but also more stable. In an extreme scenario stock markets could lose 20% or more, whilst Medium risk portfolios are expected to lose closer to 10% to 15%.

Performance of High risk portfolios is expected to be similar to stock market performance. However, in an extreme scenario stock markets could lose 20% or more and is therefore considered high risk investing. 

Our highest risk managed investments use leveraged positions to achieve their aims. Over the long term, you can expect to be rewarded for the risk assumed, however, significant drawdowns in excess of 20% are a real possibility throughout some periods. Such investments are not considered appropriate for savings or traditional investing purposes.

Frequently asked questions

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:

  1. Open the platform and click the ‘SaxoSelect’ tab
  2. Take the suitability test to determine your risk profile and the managed portfolios that are suitable for you
  3. Browse the portfolio options and choose one by clicking “Invest”
  4. Add the amount you’d like to invest and confirm your choices

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).

This is a set of questions that will determine your risk profile and, based on it, the portfolio options that are suitable for you. Based on your answers, you may receive a risk profile that doesn’t match your initial portfolio choice, which means you won’t be able to invest in that portfolio. If this is the case, please check that your answers are accurate and contact us if you need clarification.

The suitability test is mandatory. It is the portfolio manager’s responsibility to ensure that the investment made on your behalf is suitable for you – and the suitability questions are the primary method for such determination.

Fees depend on the managed portfolio you choose to invest in. Please visit the individual portfolio pages above to check specific fees.

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 our managed portfolios indicate the potential likelihood 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.

Low risk portfolios are expected to experience much less fluctuation (of value) than stock markets;

Medium risk portfolios are expected to experience notably lower fluctuation (of value) than stock markets;

High risk portfolios are expected to experience similar fluctuation (of value) to stock markets;

Very high risk portfolios are expected to experience price fluctuation above stock markets.

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.

You can withdraw all your money from a managed portfolio anytime, for free, by exiting the portfolio. You can also make partial withdrawals, as long as you keep your account value above the minimum investment amount.
Once you open a Saxo account and take the suitability test, you’ll be able to see detailed information about a portfolio’s composition, past performance, investment methodology and more.
Please access our dedicated support page here.

Start investing in minutes

Open an account

If you’re new to Saxo, take a few minutes to submit your application.

Choose your portfolio

Select your chosen portfolio in the platform, then complete our short profile questionnaire.

Invest

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

Trusted for more than 25 years

Trusted for more than 25 years

Fully regulated
Saxo Markets adheres to the strictest regulatory standards and are authorised and regulated by the Financial Conduct Authority in the UK.

Financial strength
Saxo Group are a financially stable company with a robust balance sheet. We serve clients in 170 countries, hold 70+ bn GBP in AUM and process 1m transactions daily.

Multi-award winner
We’ve been consistently recognised by our industry and have won the highest accolades for our products, platform and service.

Saxo Markets
40 Bank Street, 26th floor
E14 5DA
London
United Kingdom

Support Centre
For existing clients, please click here to request support via the Support Centre.

Have a question about our products, platforms or services? Visit the Support Centre to find answers for our most frequently asked questions. If you are still unable to locate an answer to your question, you will also find contact details for your local Saxo office to speak with a representative.

Contact Saxo

Select region

United Kingdom
United Kingdom

Trade Responsibly
All trading carries risk. To help you understand the risks involved we have put together a series of Key Information Documents (KIDs) highlighting the risks and rewards related to each product. Read more
Additional Key Information Documents are available in our trading platform.

Saxo Markets is a registered Trading Name of Saxo Capital Markets UK Ltd (‘SCML’). SCML is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 551422. Registered address: 26th Floor, 40 Bank Street, Canary Wharf, London E14 5DA. Company number 7413871.

This website, including the information and materials contained in it, are not directed at, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in the United States, Belgium or any other jurisdiction where such distribution, publication, availability or use would be contrary to applicable law or regulation.

It is important that you understand that with investments, your capital is at risk. Past performance is not a guide to future performance. It is your responsibility to ensure that you make an informed decision about whether or not to invest with us. If you are still unsure if investing is right for you, please seek independent advice. Saxo Markets assumes no liability for any loss sustained from trading in accordance with a recommendation.

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