• Analysis by

    BlackRock-black

    Moderate

    Goal: Positive long-term returns, taking a moderate level of risk

    Strategy: Diversify across a balanced mix of higher and lower-risk investments 

    Composition: A blend of stocks, bonds and alternatives, tilting towards preferred markets and all

    Risk level: Medium


    Minimum investment:
    GBP 10,000

  • Performance*

    4.82%

    Average Annual Return Since Inception
    Performance is net of all fees

    Performance breakdown
    2023: 8.12%
    2022: -12.44%
    2021: 7.40%
    2020: 8.90%
    2019: 13.36%
    2018: -5.15%
    2017: 8.26%

    *As of 31/12/23. Past performance is not an indicator of future performance.

    Performance in GBP denominated portfolio from inception (27/10/2015) until 31/12/23.

Investments inspired by BlackRock

Investments inspired by BlackRock

We’ve partnered with BlackRock, the world’s largest asset manager, to offer you a moderate-risk investment portfolio targeting long-term returns.

Our balanced portfolio provides diversified exposure to stocks, alternatives and bonds, helping you to achieve better long-term growth while limiting the risk to your capital.

Managed by Saxo, we draw upon BlackRock’s world-class investment data and insights to manage your portfolio, which we build with the company’s market-leading range of iShares ETFs.

Keep your costs low 

Total expected cost: 0.90% per annum

Swipe left or right for more
Annual cost breakdownFee in %Cost of GBP 10,000 investment
Service fee0.75% per annumGBP 75.00
Transaction costs*0.02%GBP 2.00
Expected ETF costs**0.13%GBP 13.00

The service fee is deducted quarterly on a pro rata basis. The minimum investment is GBP 10,000.

*An estimate that depends on the portfolio activity and investments selected, which may change with time.

**ETFs have a small charge built into their performance, known as the Total Expense Ratio (TER). This is payable to the ETF provider and is not charged by Saxo Bank.

No hidden fees

Platform fee

No cost to access Saxo’s full capabilities.

Entry fee and exit fee

Add more or withdraw at no cost.

Custody fee

No fee for simply having money with us.

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).

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.

Compared to traditional wealth managers we offer a compelling and cost effective way to have your money managed, with some of our portfolio costs less than half that of an expensive wealth service.

The Costs explained

Service Fee: This is the fee charged for Saxo to manage your money. It is an annual cost, deducted quarterly on a pro-rata basis. You can find more information on the service fee here.

Expected ETF Costs: If your portfolio invests into ETFs, you should know that the ETF manufacturer takes their charge from within the ETF. This is convenient as it means there are no cash transactions (to the ETF manufacture to cover costs), costs are simply reflected in the performance of the ETF.

Our fees depend on the managed portfolio you choose to invest in.

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 managed portfolios indicate the potential severity 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. 

Medium risk
During a bad period, this portfolio is expected to incur less of a loss than stock markets. For reference, stocks markets could lose 20% or more in an extreme scenario and in this portfolio we would expect between 10% and 15%. 


Medium-risk-faq

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

*As of 31/12/23. 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.

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United Kingdom

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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. Registered in England & Wales.

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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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