SaxoSelect Equity Portfolios
A SaxoSelect Equity Portfolio allows you to conveniently invest in a ‘hands-free’ stock portfolio built on the research of selected investment advisers and independent research companies.
The Saxo Morningstar Moat Portfolio is the first in a series of equity portfolios we bring to you as part of our SaxoSelect range. Powered by Morningstar, a leading provider of independent investment research, we offer you a global portfolio of 30 quality stocks, actively managed and rebalanced by Saxo in collaboration with Morningstar.
Investing in this diversified portfolio requires that you have an account with Saxo. Open an account today and start investing the smart way. If you are already a client, you can access SaxoSelect Equity Portfolios by logging into SaxoTraderGO.
The Saxo Morningstar MOAT® Portfolio, managed by Saxo Bank in collaboration with Morningstar Investment Management Europe Ltd, offers a powerful investing opportunity in deep-value stocks which have shown a robust competitive advantage for investors with a medium to long-term investing horizon.
Simple, transparent and cost effective
|Service Fee||0,75% per annum|
|Trading Commissions||0,06% per trade (or EUR 2 minimum)|
|Conversion Fee||0,2% (for non-Euro denominated positions)|
|Other SaxoSelect Fees||X|
The Service Fee is deducted quarterly on a pro rata basis, and the minimum investment is EUR 30,000.
For a EUR 30,000 portfolio, after trading costs the total expected cost of the portfolio is 1.5% or EUR 450 per year. For EUR 150,000 portfolio, after trading costs the total expected cost is 1.1% or EUR 1650 per year.
Explore the Benefits of Saxo Morningstar Moat Portfolio
Benefit from the expertise of two leading financial institutions and gain access to an actively managed stock portfolio built on the principles of value investing.
Spread your risk across sectors and countries through this portfolio of 30 quality stocks specifically selected by Morningstar.
Achieve full visibility and control over each of the stocks in your portfolio anytime from your SaxoTraderGO account.
With Saxo you don’t have to worry about hidden fees that affect your returns. We charge a low service fee of 0.75% per annum (incl. VAT) to administrate your portfolio and a low trade commission of 0.06% of the value of each trade (minimum 2€).
Combining Research and Technology
We have collaborated with Morningstar, Inc. to transform their trusted independent research into actionable investment opportunities through our leading trading technology.
The Saxo Morningstar Moat Portfolio enables you to conveniently acquire a diversified portfolio of 30 quality stocks based on Morningstar’s research and proven value investing methodology.
Whitepapers & Fact Sheet
Equity Research Methodology
Read a comprehensive overview of the process Morningstar uses to evaluate stocks
"What is SaxoSelect?"
SaxoSelect is a fully digital and automated investment service that enables clients to invest in a wide variety of investment and trading strategies directly from their trading platform.
"How are stocks selected for the portfolio?"
Morningstar Equity Research analysts provide a model portfolio of 30 global stocks which Saxo Bank implements in the Saxo Morningstar Moat Portfolio with equal weighting.
"How is the portfolio rebalanced?"
At the end of each quarter, the portfolio will be reviewed by Morningstar and rebalanced by Saxo Bank if necessary. To reduce trade costs, the portfolio only replaces stocks if an alternative can be found representing a 25% better price to fair-value. The rebalancing to target weighs is also subject to a buffer to minimize transaction costs.
"What is Morningstar Economic Moat?"
An economic moat is a structural business characteristic that allows a firm to generate excess economic return for an extended period.