Minimum investment: USD 30,000
The Saxo Morningstar High Dividend portfolio aims to outperform global stock markets over the medium to long term and provide stable dividend returns in the range of 3-5%.
Morningstar Investment Management* identifies companies with sustainable competitive advantages, or ‘Economic Moats’, in a bid to deliver superior long-term equity returns.
We rebalance the stocks in your portfolio on a half-yearly basis, replacing them with those offering stronger opportunities, if appropriate.
Total expected cost: 1.73% per annum
| Annual cost breakdown | Fee in % | Cost of USD 30,000 investment |
|---|---|---|
| Service fee | 0.75% per annum | USD 225 |
| Transaction costs* | 0.98% per annum | USD 294 |
TOTAL** | 1.73% | USD 519.00 |
No cost to access Saxo’s full capabilities.
Add more or withdraw at no cost.
No fee for simply having money with us.
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:
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
Conversion fee: Some portfolios invest into stocks or ETFs that are denominated in different currencies than the portfolio. For example the Morningstar portfolio range is Euro or USD denominated and purchase stocks from around the world. When buying or selling a GBP stock, for instance, a currency conversion cost is incurred.
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.
High risk
If you’re new to Saxo, take a few minutes to submit your application.
Select a portfolio suited to your goals and risk appetite, then complete our short profile questionnaire.
Confirm your managed portfolio and invest. We will place all the investments for you, in your account.
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Discover our full suite of expertly managed portfolios, with risk profiles ranging from low to high.
Ideal for:
Regular saving in best-in-class funds for capital growth.
Ideal for:
Seeking capital growth by selecting best-in-class funds
Ideal for:
Investing for growth , buying stocks with strong focus on sustainability.
Ideal for:
Investing for growth, buying cheaply priced stocks compared to their fair value.
Ideal for:
Targeting high growth via fast moving stocks in developed and emerging markets.
