Managed Stock Portfolios
Put your investments on auto-pilot and let the experts manage them for you
- A simple way to have your money professionally managed, online
- Choose your portfolio and let our technology take care of the rest
- One-click investing directly from your platform
- You can exit at any time, without cost
Expertise & Quality
Consists of stocks which have passed a rigorous research process based on time-tested investment principles from leading experts before they can enter your portfolio. We combine our unique technology and portfolio-management expertise to provide you access to a unique service.
You can easily monitor your investment and stop at any time without additional costs. You remain in full control at all times through your platform.
With a Managed Stock Portfolio you can easily spread your risk across sectors and countries in one click via stocks that have been specifically selected by the experts.
Thanks to our industry-leading technology you can now access a portfolio-management service at a fraction of the cost that traditional wealth managers apply.
Saxo Morningstar Moat
The Saxo Morningstar Moat Portfolio is a single stock portfolio of 30 quality stocks selected based on the proven “value investing” methodology of Morningstar Investment Management Europe Ltd. Their methodology for investing into stock markets is to identify quality companies and the most underpriced stocks of those companies are then purchased to become part of your portfolio.
A portfolio of selected value stocks
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.
- Quarterly Commentary
- Quarterly factsheet (coming soon)
Simple, transparent and cost effective
|Service Fee||0.75% per annum|
|Trading Commissions||0.06% per trade (or USD 2 minimum)|
|Conversion Fee||0.2% (for non-USD denominated positions)|
|Other SaxoSelect Fees||X|
The Service Fee is deducted quarterly on a pro-rata basis, and the minimum investment is USD 30,000. See how the annual service fee is calculated.
For a USD 30,000 portfolio, after trading costs the total expected cost of the portfolio is 1.25%, or USD 375 per year. For a USD 150,000 portfolio, after trading costs the total expected cost is 0.97%, or USD 1455 per year.
Whitepapers & Fact Sheets
Equity Investment Research Methodology
Read a comprehensive overview of the process Morningstar uses to evaluate stocks
Didn’t find what you are looking for?
Learn more about SaxoSelect Portfolios and what they can offer you, by speaking with a sales representative. Share your details and we will give you a call.