Moderate
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
Total expected cost: 0.90% per annum
Annual cost breakdown | Fee in % | Cost of GBP 10,000 investment |
---|---|---|
Service fee | 0.75% per annum | GBP 75.00 |
Transaction costs* | 0.02% | GBP 2.00 |
Expected ETF costs** | 0.13% | GBP 13.00 |
No cost to access Saxo’s full capabilities.
Add more or withdraw at no cost.
No fee for simply having money with us.
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:
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
To see how our performance fee (if applicable) 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 riskIf you’re new to Saxo, take a few minutes to submit your application.
Select your chosen portfolio in the platform, then complete our short profile questionnaire.
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.
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