SaxoSelect Stronghold Portfolio

Reduce your drawdown during volatile periods

Focuses on limiting drawdowns, then targets returns

Dynamically adjusts to market conditions

Algorithm-driven portfolio, managed by our quantitative experts

Provides a highly-diversified portfolio across equities, bonds and alternatives via ETFs

No lock-up period or entry/exit costs*

* Except for associated trading fees
Please note, the Stronghold portfolio is only available for Accredited Investors.

Stronghold Portfolio

Stronghold is an asset-allocation strategy for the defensive investor, which aims to preserve capital during volatile markets. The strategy is dynamic, permitting more risk in normal conditions, and drastically limiting it during high volatility.

Seeks limited drawdowns

Its primary aim is to keep the downside risk in the portfolio within a fixed budget, and then maximise the returns within these limitations. This differs to most portfolios which prioritise maximising returns.

Diversified ETF universe

The strategy provides low-cost access to indices, like the S&P 500, via exchange traded funds. It has the flexibility to invest into emerging and developed markets' equities, global and inflation-linked government bonds, emerging-market bonds, high-yield bonds, investment-grade bonds and real estate.

Dynamic adjustments

The Stronghold strategy dynamically changes the composition of the portfolio based on market conditions. In less volatile periods, it invests more into riskier assets to target greater returns. In contrast, during more turbulent times, the portfolio seeks to protect capital, and invests more into low-risk government bonds.

State-of-the-art

Managed by a team of quantitative investing experts, a state-of-the-art mathematical framework reviews the risk and return, and how different combinations of investments behave in relationship to each other. It accounts for extraordinary events in the market, with the aim of avoiding harsh drawdowns.

Simple, transparent and cost effective

Service Fee0.6% per annum
Trading CommissionsUSD 0.015 per share
Entry FeesX
Exit FeesX
Custody FeesX
Conversion Fee0.1% (incurred when investing from a non USD denominated account)
Other SaxoSelect FeesX

The service fee is deducted quarterly on a pro rata basis. The minimum investment is USD 30,000.

See how the annual service fee is calculated.

Invest Now


This material is provided for marketing and/or information purposes only. Fee charges mentioned herein are subject to change – you may find the latest updated pricing information on the description page for the respective portfolios. None of the information contained herein constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. Saxo Capital Markets does not take into account your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and commentaries are not intended to be and do not constitute financial advice, investment advice, trading advice or any other advice or recommendation of any sort offered or endorsed by Saxo Capital Markets. Any expression of opinion (which may be subject to change without notice) is personal to the author and the author makes no guarantee of any sort regarding accuracy or completeness of any information or analysis supplied. Although every endeavour has been made to ensure that our trading platforms are secure and reliable, please note that as with all facilities and systems, our trading platforms may be vulnerable to temporary disruption or failure. If you undertake transactions on an electronic trading system, you will be exposed to risks associated with systemic failure, i.e. failure of hardware and software. 

See the full Managed Portfolio Disclaimer for more information. Please also consider our Risk Warning and General Business Terms before trading with us.

Didn’t find what you are looking for?

Learn more about the SaxoSelect Stronghold Portfolio and what it can offer you, by speaking with a sales representative.  Share your details and we will give you a call.