LionGlobal Dynamic Growth: Asian Perspective

If you don’t have a Saxo account, create one and add funds, considering the minimum investment amount required for the portfolio you’re interested in. Then follow these steps:

1. Open the platform and click the ‘SaxoSelect’ tab
2. Take the suitability test to determine your risk profile and the managed portfolios that are suitable for you
3. Browse the portfolio options and choose one by clicking “Invest”
4. Add the amount you’d like to invest and confirm your choices

If you already have a Saxo account, just access the ‘SaxoSelect tab’ in your platform and follow the steps above. The first time you invest in a managed portfolio you’ll have to take the suitability test, which is different from the appropriateness test (for self-directed investing).

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 free. However, it’s important to remember that our managed portfolios are designed for medium- to long-term investing and 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.

SGD-denominated portfolios may invest in assets in other currencies, in which case a currency conversion cost of 0.10% per transaction will be incurred.

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.

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.