Minimum investment: USD 30,000
Invest in 30-40 high-performing stocks across emerging and developed markets, with the Nasdaq Dorsey Wright (DW) Global Momentum portfolio.
Nasdaq DW’s experts draw upon the company’s time-tested, technology-driven methodology to select a range of ‘momentum’ stocks: those in a period of positive returns that are likely to remain strong. Saxo manages your portfolio with analysis from Nasdaq DW.
Total expected cost: 1.80% per annum
| Annual cost breakdown | Fee in % | Cost of USD 30,000 investment |
|---|---|---|
| Service fee | 0.75% per annum | USD 225.00 |
| Transaction costs* | 1.05% per annum | USD 315.00 |
TOTAL** | 1.80% | USD 540.00 |
No cost to access Saxo’s full capabilities.
Add more or withdraw at no cost.
No fee for simply having money with us.
You can find out more about the Nasdaq Global Momentum below.
NasdaqDW Global Momentum presentation: Read more information about the portfolio and investment method. Read more
Momentum/relative strength whitepaper: Learn more about the Relative Strength/Momentum method employed by Nasdaq DW. Read more
Nasdaq DW Global Momentum fact sheet: A short summary of the portfolio, including performance. Read more
Momentum demystified: An article written by Nasdaq DW with a quick outline of the momentum investment method. Read more
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.
Conversion fee: Some portfolios invest into stocks or ETFs that are denominated in different currencies than the portfolio. For example the Morningstar portfolio range is Euro or USD denominated and purchase stocks from around the world. When buying or selling a GBP stock, for instance, a currency conversion cost is incurred.
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.
High risk
If 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.
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Discover our full suite of expertly managed portfolios, with risk profiles ranging from low to very high.
Ideal for:
Investing for growth , buying stocks with strong focus on sustainability.
Ideal for:
Growth and income investing, buying quality stocks that offer attractive dividends.
Ideal for:
Investing for growth, buying cheaply priced stocks compared to their fair value.
