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.

Digital Control

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.

Diversification

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.

Cost effective

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.

Portfolios costs

Simple, transparent and cost effective

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

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

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