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    Saxo Morningstar Moat

    Goal: Attractive growth from stock investments

    Strategy: Identify underpriced and high-quality stocks

    Composition: 100% into global stocks

    Risk level: High


    Minimum investment:
    USD 30,000

  • Performance*

    73.14%

    Total return since inception
    Performance is net of all fees

    Performance breakdown
    YTD: -6.85%
    2021: 9.07%
    2020: 28.6%
    2019: 19.7%
    2018: -11.1%
    2017: 24.8%**

    *As of 31/05/22. Past performance is not an indicator of future performance.

    **Launched in January 2017

    Quarterly product sheet

    Quarterly commentary

Morningstar Video

A portfolio of selected value stocks

Gain exposure to 30 high-quality single stocks identified as underpriced in the market.

Morningstar uses its proven methodology to select a range of deep-value stocks, which have shown a robust competitive advantage for investors with a medium to long-term investment horizon. 

We manage your portfolio in collaboration with Morningstar Investment Management*.

Keep your costs low 

Total expected cost: 1.44% per annum

Swipe left or right for more
Annual cost breakdownFee in %Cost of USD 30,000 investment
Service fee0.75% per annumUSD 225
Transaction costs*0.69% per annumUSD 207

TOTAL**

1.44%USD 432.00

The service fee is deducted quarterly on a pro rata basis. The minimum investment is USD 30,000.
*An estimate that depends on the portfolio activity and investments selected, which may change with time. These include one-off costs of investing into the initial portfolio positions. These costs will not be incurred in the subsequent years, so the total cost per year will then be 1.19% which equals to USD 358.
**For portfolio of USD 30,000, after transaction costs and one-off costs, the total expected cost of the portfolio is 1.44% which is USD 433. For a portfolio of USD 150,000, after trading costs and one-off costs, the total expected cost is 1.07% which is USD 1,603.

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 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

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
During a bad period, this portfolio is expected to incur a similar  loss than stock markets. For reference, stocks markets could lose 20% or more in an extreme scenario. 


High-risk-faq

Visit our Support centre for more FAQs.

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

*As of 31/05/22. Past performance is not an indicator of future performance. For a full overview of performance click on “Read more”.

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.

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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.

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