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. 

Live Information

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.

Portfolio Costs

Simple, transparent and cost effective

Service Fee0,75% per annum
Trading Commissions0,06% per trade (or EUR 2 minimum)
Entry FeesX
Exit FeesX
Custody FeesX
Conversion Fee0,2% (for non-Euro denominated positions)
Other SaxoSelect FeesX

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

Expertise

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.

Diversification

Spread your risk across sectors and countries through this portfolio of 30 quality stocks specifically selected by Morningstar.

Ownership

Achieve full visibility and control over each of the stocks in your portfolio anytime from your SaxoTraderGO account.

Competitive Pricing

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.

Morningstar: Independent Investment Research

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.

FAQ

Saxo Bank A/S - Representative Office
Boulevard Plaza - Tower 1
30th floor, office 3002
Dubai Downtown, Burj Khalifa area
Dubai
UAE

UAE

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.