Managed Stock Portfolios
Put your investments on auto-pilot and let the experts manage them for you
- A simple way to have your money professionally managed, online
- Choose your portfolio and let our technology take care of the rest
- One click investing directly from your platform
- You own your stocks and you can exit at any time, without cost
Expertise & Quality
Consists of stocks which have passed a rigorous research process based on time-tested investment principles from leading experts before they can enter your portfolio. We combine our unique technology and portfolio management expertise to provide you access to a unique service.
Once you are invested your own your stocks and they remain on your account – you can easily monitor your investment and stop at any time without additional costs. You remain in full control at all times through your platform.
With a Managed Stock Portfolio you can easily spread your risk across sectors and countries in one click via stocks that have been specifically selected by the experts.
Thanks to our industry-leading technology you can now access a portfolio management service that has so far been reserved to the few and at a fraction of the cost that traditional wealth managers apply.
Saxo Morningstar Moat
The Saxo Morningstar Moat Portfolio is a single stock portfolio of 30 quality stocks selected based on the proven “value investing” methodology of Morningstar Investment Management Europe Ltd. Their methodology for investing into stock markets is to identify quality companies and the most underpriced stocks of those companies are then purchased to become part of your portfolio.
A portfolio of selected value stocks
The Saxo Morningstar MOAT® Portfolio, managed by Saxo Bank in collaboration with Morningstar Investment Management Europe Ltd, offers a powerful investing opportunity in deep-value stocks which have shown a robust competitive advantage for investors with a medium to long-term investing horizon.
Simple, transparent and cost effective
|Service Fee||0,75% per annum|
|Trading Commissions||0,06% per trade (or EUR 2 minimum)|
|Conversion Fee||0,2% (for non-Euro denominated positions)|
|Other SaxoSelect Fees||X|
The Service Fee is deducted quarterly on a pro rata basis, and the minimum investment is EUR 30,000.
For a EUR 30,000 portfolio, after trading costs the total expected cost of the portfolio is 1.5%, or Eur 450 per year. For a EUR 150,000 portfolio, after trading costs the total expected cost is 1.1%, or Eur 1650 per year.
Whitepapers & Fact Sheets
Equity Investment Research Methodology
Read a comprehensive overview of the process Morningstar uses to evaluate stocks
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