Saxo Morningstar Moat
Goal: Attractive growth from stock investmentsStrategy: Identify underpriced and high-quality stocks
Composition: 100% into global stocks
Risk level: High
Minimum investment: USD 30,000
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*.
Total expected cost: 1.44% per annum
Annual cost breakdown | Fee in % | Cost of USD 30,000 investment |
---|---|---|
Service fee | 0.75% per annum | USD 225 |
Transaction costs* | 0.69% per annum | USD 207 |
TOTAL** | 1.44% | USD 432.00 |
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 riskIf 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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