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: EUR 30,000
Strategy: Identify underpriced and high-quality stocks
Composition: 100% into global stocks
Risk level: High
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*.
Please note this portfolio does not consider sustainability as part of its investment process, therefore complying with Article 6 of the EU regulation on sustainability‐related disclosures in the financial services sector (SFDR). Saxo Bank offers a variety of strategies catering for different requirements, please consider another strategy if sustainable investing is something you desire.
Keep your costs low
Total expected cost: 1.75% per annum
| Percentage of investment | EUR 30,000 Investment | |
|---|---|---|
Service Costs | ||
| Ongoing costs Management Fee | 0.75% | EUR 225.00 |
| Transaction costs* | 0.63% | EUR 189.00 |
| Incidental costs | 0% | EUR 0.00 |
| Ancilliary costs | 0% | EUR 0.00 |
| One-off costs | 0% | EUR 0.00 |
Product Costs | ||
| Ongoing costs | 0% | EUR 0.00 |
| Transaction costs | 0.37% | EUR 111.00 |
| Incidental costs | 0% | EUR 0.00 |
| Ancilliary costs | 0% | EUR 0.00 |
| One-off costs | 0% | EUR 0.00 |
Third Party Costs | 0% | EUR 0.00 |
TOTAL | 1.75% | EUR 525.00 |
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
You can find out more about the Saxo Morningstar Moat below.
Benefits of diversification: Learn about the favourable effect of diversification on risk and returns. Read more
What makes a Moat?: Find out how Morningstar calculates its Economic Moat Ratings. Read more
EIRM: Read a comprehensive overview of Morningstar’s process for evaluating stocks. Read more
Benefits of diversification: Learn about the favourable effect of diversification on risk and returns. Read more
What makes a Moat?: Find out how Morningstar calculates its Economic Moat Ratings. Read more
EIRM: Read a comprehensive overview of Morningstar’s process for evaluating stocks. Read more
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:
- Open the platform and click the ‘SaxoSelect’ tab
- Take the suitability test to determine your risk profile and the managed portfolios that are suitable for you
- Browse the portfolio options and choose one by clicking “Invest”
- 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).
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 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 some of our portfolio 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%, based on historic events.
High riskDuring 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.
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Open an account
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Choose your portfolio
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Invest
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