• Analysis by

    BlackRock-black

    Defensive

    Goal: Positive long-term returns, taking a cautious level of risk

    Strategy: Focus on lower-risk investments, such as bonds

    Composition: Major focus on bonds, with some exposure to stocks and alternatives, all via low cost ETFs

    Risk level: Low


    Minimum investment:
    USD 10,000

    Open account

    Open account

  • Performance

    11%

    Total return since 2016
    Performance is after all costs.


    Performance breakdown
    2016: 3.1%
    2017: 2.4%
    2018: -3.9%
    Year to date (September): 9.4%


    Quarterly commentary




Investments inspired by BlackRock

Investments inspired by BlackRock

We’ve partnered with BlackRock, the world’s largest asset manager, to offer you a diversified investment portfolio targeting cautious, long-term growth.

Our defensive portfolio focuses its exposure on bonds, rather than stocks and non-traditional investments, helping you to build your wealth with limited risk to your capital.

We draw upon BlackRock’s world-class investment data and insights to manage your portfolio, which we build with the company’s market-leading range of iShares ETFs. 

Keep your costs low 

Total expected cost: 0.98% per annum

Swipe left or right for more
Annual cost breakdownFee in %Cost of USD 10,000 investment
Service fee0.75% per annumUSD 75
Transaction costs*N.AN.A
Expected ETF costs**0.23%USD 23

The service fee is deducted quarterly on a pro rata basis. The minimum investment is USD 10,000.

*An estimate that depends on the portfolio activity and investments selected, which may change with time.

**ETFs have a small charge built into their performance, known as the Total Expense Ratio (TER). This is payable to the ETF provider and is not charged by Saxo.

No hidden fees

Platform fee

No cost to access Saxo’s full capabilities.

Entry fee and exit fee

Add more or withdraw at no cost.

Custody fee

No fee for simply having money with us.

Frequently asked questions

If you haven’t already done so, you’ll need to open a Saxo account and add the amount you intend to invest, subject to the minimum amount for each portfolio. Then follow these steps:

  1. Open the SaxoTraderGO platform and click the ‘SaxoSelect’ tab
  2. Click the ‘Invest’ button, next to your chosen portfolio
  3. If this is your first time with SaxoSelect, you’ll need to complete a set of suitability questions specifically for managed portfolios (this is different from an appropriateness test, which relates to self-directed investing)
  4. Open the trade ticket and enter the amount you’d like to invest

No, you don’t. Once you’ve invested in a managed portfolio, we will automatically create a sub-account dedicated to that portfolio under your existing Saxo account.

There is no minimum investment period and you can exit at any time for no additional cost. However, it’s important to remember that our managed portfolios are designed for long-term investing and we’d only recommend them if you intend to invest for several years.

Compared to traditional wealth managers we offer a compelling and cost effective way to have your money managed, with the costs of some of our portfolios being less than half of the cost of an expensive wealth service.

The Costs explained 

Service Fee: This is the fee charged for Saxo to manage your money. It is an annual cost, deducted quarterly on a pro-rata basis. You can find more information on the service fee here

Expected ETF Costs: If your portfolio invests into ETFs, you should know that the ETF manufacturer takes their charge from within the ETF. This is convenient as it means there are no cash transactions (to the ETF manufacture to cover costs), costs are simply reflected in the performance of the ETF.

Our fees depend on the managed portfolio you choose to invest in.

To see how our annual service fee is calculated, click here.

To see how our performance fee (if applicable) is calculated, click here.

As with all investing, there is a relationship between the amount of risk you take and the level of returns you could receive (both positively and negatively). The risk profiles of managed portfolios indicate the potential severity of a loss (of value) during a negative period. As a reference, investing into stocks is considered high risk and during a bad period the stock market could lose around 20% or more, based on historic events.

Low risk
During a bad period, this portfolio is expected to incur much less of a loss than stock markets. For reference, stocks markets could lose 20% or more in an extreme scenario and in this portfolio we would expect between 5% and 10%.


Low-risk-faq

Start investing in minutes

Open an account

If you’re new to Saxo, take a few minutes to submit your application.

Choose your portfolio

Select a portfolio suited to your goals and risk appetite, then complete our short profile questionnaire.

Invest

Confirm your managed portfolio and invest. We will place all the investments for you, in your account.

Talk to our support team
Speak to one of our specialists today and we’ll help you get started.
contact us directly

Profile Questionnaire
To help us find the best portfolios for you, we ask that you complete your profile before investing. This is a required step in the investment process and only takes a few minutes.

Investment risk
Investing in financial products always involves risk. As a general rule, you should only invest in financial products if you understand the risks associated with them. Investing in a portfolio with currency that differs from the base currency of your account carries the risk of exposure to changes in the rate of exchange between them. See the full Managed Portfolio Disclaimer for more information.

Saxo Markets
3 Church Street, #30-00
Samsung Hub
Singapore 049483

All departments are available 08:30 to 17:30 Monday to Friday.

Singapore

Saxo Capital Markets Pte Ltd ('Saxo Markets') is a company authorised and regulated by the Monetary Authority of Singapore (MAS) [Co. Reg. No.: 200601141M ] and is a wholly owned subsidiary of Saxo Bank A/S, headquartered in Denmark. Please refer to our General Business Terms & Risk Warning to consider whether acquiring or continuing to hold financial products is suitable for you, prior to opening an account and investing in a financial product.

Trading in financial instruments carries various risks, and is not suitable for all investors. Please seek expert advice, and always ensure that you fully understand these risks before trading. Trading in leveraged products such as Margin FX products may result in your losses exceeding your initial deposits. Saxo Markets does not provide financial advice, any information available on this website is ‘general’ in nature and for informational purposes only. Saxo Markets does not take into account an individual’s needs, objectives or financial situation.

The Saxo trading platform has received numerous awards and recognition. For details of these awards and information on awards visit www.home.saxo/en-sg/about-us/awards.

The information or the products and services referred to on this website may be accessed worldwide, however is only intended for distribution to and use by recipients located in countries where such use does not constitute a violation of applicable legislation or regulations. Products and Services offered on this website is not intended for residents of the United States and Japan. Please click here to view our full disclaimer.

This advertisement has not been reviewed by the Monetary Authority of Singapore.