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.
The benefits of choosing the Stronghold portfolio
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 Fee | 0.6% per annum |
| Trading Commissions | USD 0.015 per share |
| Entry Fees | X |
| Exit Fees | X |
| Custody Fees | X |
| Conversion Fee | 0.1% (incurred when investing from a non USD denominated account) |
| Other SaxoSelect Fees | X |
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.
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