SaxoSelect Balanced Portfolios

Have your money invested professionally for long-term growth

We invest your money for you

Targets stable returns through diversification for your investments and savings

Investment decisions supported by BlackRock insights^

Performance enhanced via low cost ETFs (Exchange Traded Funds)

No Lock-in period or entry/exit cost

Wealth Management Portfolios built by Experts

When you invest into a SaxoSelect Balanced Portfolio, you avoid the many time-consuming challenges of wealth management and building your own portfolio. Instead, you can rest assured that your money is being looked after professionally. Your portfolio is reviewed periodically to make sure you are best positioned for upcoming markets - meaning we optimise the asset allocation to target the best return given the risk you are willing to take.

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When you invest into a SaxoSelect Balanced Portfolio, you avoid the many time-consuming challenges of wealth management and building your own portfolio. Instead, you can rest assured that your money is being looked after professionally. Your portfolio is reviewed periodically to make sure you are best positioned for upcoming markets - meaning we optimise the asset allocation to target the best return given the risk you are willing to take.

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Which risk level is right for you?

Defensive Portfolio

A cautious investment profile for those with a more conservative tolerance for risk of loss of capital and market fluctuations while seeking long-term growth. This is achieved through a relatively lower exposure to stock markets and non-traditional investments with a relatively higher exposure to bonds.

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A cautious investment profile for those with a more conservative tolerance for risk of loss of capital and market fluctuations while seeking long-term growth. This is achieved through a relatively lower exposure to stock markets and non-traditional investments with a relatively higher exposure to bonds.

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Moderate Portfolio

A balanced investment profile for those with a more moderate tolerance for risk of loss of capital and market fluctuations while seeking more long-term growth potential for their portfolio. This is achieved through an exposure to stock markets and non-traditional investments that is usually somewhat higher than the exposure to bonds.

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A balanced investment profile for those with a more moderate tolerance for risk of loss of capital and market fluctuations while seeking more long-term growth potential for their portfolio. This is achieved through an exposure to stock markets and non-traditional investments that is usually somewhat higher than the exposure to bonds.

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Aggressive Portfolio

A more adventurous investment profile for those with a high tolerance for risk of loss of capital and market fluctuations while seeking the opportunity for greater growth in their portfolio over the long term. Exposure to stock markets and alternative investments generally makes up the bulk of the portfolio.

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A more adventurous investment profile for those with a high tolerance for risk of loss of capital and market fluctuations while seeking the opportunity for greater growth in their portfolio over the long term. Exposure to stock markets and alternative investments generally makes up the bulk of the portfolio.

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Choose the portfolios that is right for you
Investments inspired by BlackRock insights

SaxoSelect Balanced Portfolios offer a powerful partnership between Saxo and the world’s largest asset manager, BlackRock^. Our Balanced Portfolios are managed by Saxo based on data and investment insight provided by BlackRock.

They are built with iShares ETFs which offer diversification and optimization far beyond what most regional banks are able to provide.



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^ SaxoSelect is offered and issued by Saxo Capital Markets Pte Ltd (“Saxo Capital Markets”). Products or services offered by Saxo Capital Markets or its affiliates or related entities are not sponsored, endorsed, sold, guaranteed or promoted by BlackRock (Singapore) Limited (“BSL”) or its affiliates or related entities (collectively, “BlackRock”) and BlackRock is not affiliated with Saxo Capital Markets. BlackRock does not make any representation or warranty, express or implied, to the investors or any member of the public regarding the advisability or suitability of investing in any product or service offered by Saxo Capital Markets, including SaxoSelect. BSL’s role is limited to the provision of model portfolios to Saxo Capital Markets which are non-binding on Saxo Capital Markets (for the avoidance of doubt Saxo has full discretion and responsibility for SaxoSelect and may make investment decisions that are independent of and differ from the model portfolios). BlackRock (i) is not an investment advisor or fiduciary to any client or potential client of Saxo Capital Markets, or investor in SaxoSelect and (ii) is not responsible for determining the suitability or appropriateness of the model portfolios for any clients or potential clients of Saxo Capital Markets, or investor in SaxoSelect and (iii) will not be liable to any client or potential client of Saxo Capital Markets for any losses, damages, costs or expenses associated with the model portfolios provided to Saxo Capital Markets. BlackRock does not place trade orders for Saxo Capital Markets or any product or service offered by Saxo Capital Markets, including SaxoSelect. BlackRock does not guarantee the performance of any of its funds or products. iShares® and BlackRock® are registered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other trademarks, service marks or registered trademarks are the property of their respective owners.

Generate more value from lower costs

Reducing costs has a positive impact on the value of your portfolio. Compound returns are powerful for growing the value of investments, but compound costs work against returns. As an example, using an annual return figure of 5%, a 1% per year reduction in costs could increase returns by 22% over a 20-year period (Note: The purpose of this hypothetical illustration is to show the effect of costs through time. It does not represent past performance nor indicate future performance of, or the costs associated with, the Balanced Portfolios).

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Frequently Asked Questions

Gather more information about frequently asked questions regarding SaxoSelect Managed Portfolios by visiting the FAQ page below. 

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SaxoSelect FAQs
Balanced Portfolios Costs

Simple, transparent and cost effective

Service Fee 0.6% per annum
Trading Comissions 0.06% (2 USD min) per trade
Entry Fees X
Exit Fees X
Custody Fees X
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.

 
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Explore all Managed Portfolios

Read more about our full range of SaxoSelect managed portfolios….

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Learn more about SaxoSelect Balanced Portfolios and what they can offer you, by speaking with a sales representative. Share your details and we will give you a call.

Learn more about SaxoSelect Balanced Portfolios and what they can offer you, by speaking with a sales representative. Share your details and we will give you a call.