• Analysis by

    Morningstar-logo

    Saxo Morningstar Moat

    Goal: Attractive growth from stock investments

    Strategy: Identify underpriced and high-quality stocks

    Composition: 100% into global stocks

    Risk level: High


    Minimum investment:
    USD 30,000

  • Performance

    15.2%

    Total return since inception*
    Performance is net of all fees

    Performance breakdown
    YTD; -13.1%
    2019: 20.00%
    2018: -11.00%
    2017: 25%

    *As of 31/10/20. Past performance is not an indicator of future performance. For a full overview of performance, please see the product sheet

    Quarterly product sheet

    Quarterly commentary
Morningstar Video

A portfolio of selected value stocks

Gain exposure to 30 high-quality single stocks identified as underpriced in the market.

Morningstar uses its proven methodology to select a range of deep-value stocks, which have shown a robust competitive advantage for investors with a medium to long-term investment horizon. 

We manage your portfolio in collaboration with Morningstar Investment Management Europe Ltd.

Keep your costs low 

Total expected cost: 1.25% per annum

Swipe left or right for more
Percentage of investmentUSD 30,000 Investment

Service Costs

Ongoing costs

Management Fee

0.75%USD 225.00
Transaction costs0.50%USD 150.00
Incidental costs0%USD 0.00
Ancilliary costs0%USD 0.00
One-off costs0%USD 0.00

Product Costs

Ongoing costs0%USD 0.00
Transaction costs0%USD 0.00
Incidental costs0%USD 0.00
Ancilliary costs0%USD 0.00
One-off costs0%USD 0.00

Third Party Costs

0%USD 0.00

TOTAL

1.25%USD 375.00

The service fee is deducted quarterly on a pro rata basis. The minimum investment is USD 30,000.

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

No hidden fees

Platform fee

Not 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

You can find out more about the Brown Advisory Ethical Selection below.

Benefits of diversification: Learn about the favourable effect of diversification on risk and returns. Read more

What makes a Moat?: Find out how Morningstar calculates its Economic Moat Ratings.  Read more

EIRM:
Read a comprehensive overview of Morningstar’s process for evaluating stocks. Read more

If you haven’t already done so, you’ll need to open a Saxo account and add the amount you intend to invest, subject to the minimum amount for each portfolio. Then follow these steps:

  1. Open the SaxoTraderGO platform and click the ‘SaxoSelect’ tab
  2. Click the ‘Invest’ button, next to your chosen portfolio
  3. If this is your first time with SaxoSelect, you’ll need to complete a set of suitability questions specifically for managed portfolios (this is different to an appropriateness test, which relates to self-directed investing)
  4. Open the trade ticket and enter the amount you’d like to invest

No, you don’t. Once you’ve invested in a managed portfolio, we will automatically create a sub-account dedicated to that portfolio under your existing Saxo account.

There is no minimum investment period and you can exit at any time for no additional cost. However, it’s important to remember that our managed portfolios are designed for long-term investing and we’d 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 less than half of the cost 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
During a bad period, this portfolio is expected to incur a similar  loss than stock markets. For reference, stocks markets could lose 20% or more in an extreme scenario. 


High-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 a portfolio suited to your goals and risk appetite, 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 directly

*As of 31/10/20. 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 ask that you complete your profile 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.

Trade responsibly
All trading carries risk. Read more. 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

Saxo Bank A/S is licensed by the Danish Financial Supervisory Authority and operates in the UAE under a representative office license issued by the Central bank of the UAE.

The content and material made available on this website and the linked sites are provided by Saxo Bank A/S. It is the sole responsibility of the recipient to ascertain the terms of and comply with any local laws or regulation to which they are subject.

The UAE Representative Office of Saxo Bank A/S markets the Saxo Bank A/S trading platform and the products offered by Saxo Bank A/S.