SaxoSelect Equity Investment Portfolios

Have an investment expert pick your stocks for you

Utilise the knowledge of leading investment experts

Target high capital growth above global equity markets

You own each of your stocks

For investments with at least a 2 year time horizon

No lock-in period or entry/exit costs

Saxo Morningstar Moat Portfolio

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. (Risk: In line or above global equity markets)

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The benefits of choosing the Saxo Morningstar Moat Portfolio

Explore the Benefits of Saxo Morningstar MOAT® Portfolio

Expertise

Experience 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 equity investment risk across sectors and countries through this portfolio of 30 quality stocks specifically selected by Morningstar.

A Portfolio of quality

Only stocks which have passed a rigorous research process by Morningstar Investment Managed Europe Ltd can enter the portfolio. The methodology identifies companies which are expected to stay profitable over the long term due to competitive advantages.

Upward bias price movement

The portfolio only purchases stocks which are underpriced, according to analysis of Morningstar Investment Management Europe Ltd. This is based on the belief that cheap stocks outperform expensive stocks over the long term.

Live Information

More details about the Saxo Morningstar MOAT® Portfolio are available on SaxoTraderGO.

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.

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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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Saxo Morningstar Moat Portfolio Costs

Simple, transparent and cost effective

Service Fee 0.75% per annum
Trading Commissions 0.06% per trade (or USD 2 minimum)
Entry Fees X
Exit Fees X
Custody Fees X
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.

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Explore all Managed Portfolios

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

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Didn’t find what you are looking for?

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

Global StockPicker

The Global StockPicker is a long-only equity investment portfolio, in which both value and growth stocks are identified using classical fundamental analysis. Positions are then taken via single stock CFDs, allowing the portfolio manager to increase or decrease the exposure in line with the attractiveness of each opportunity, using leverage. (Risk: Substantially higher than global equity markets.)

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The benefits of choosing the Global StockPicker Portfolio

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More details about the Global StockPicker Portfolio are available on SaxoTraderGO.

Portfolio Manager Introduction

Rene Møller Petersen, who is the portfolio manager for Global StockPicker, talks about the stock selection process and his research on the individual companies and sectors he considers for the SaxoSelect Global StockPicker portfolio.

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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
Global StockPicker Portfolio Costs
Service Fee 1.00% per annum
Performance Fee 10%
Trading Commissions 0.1% of transaction amount with no min ticket fee
Entry Fees X
Exit Fees X
Financing Fee Reference Rate + 2% per annum

Fees are deducted on a quarterly, pro rata basis and the minimum investment is USD 20,000.

See how the annual service fee is calculated.
See how the performance 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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Explore all Managed Portfolios

Didn’t find what you are looking for?

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