SaxoSelect Managed Portfolios

SaxoSelect Equity Investment Portfolios

Have an investment expert pick your stocks for you

Utilise the knowledge of leading investment experts

Target high capital growth above global equity markets

You own each of your stocks

For investments with at least a 2 year time horizon

No lock-in period or entry/exit costs

Saxo Morningstar Moat Portfolio

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. (Risk: In line or above global equity markets)

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The benefits of choosing the Saxo Morningstar Moat Portfolio

Expertise

Experience the expertise of two leading financial institutions and gain access to an actively managed stock portfolio built on the principles of value investing.

Diversification

Spread your equity investment risk across sectors and countries through this portfolio of 30 quality stocks specifically selected by Morningstar.

A Portfolio of quality

Only stocks which have passed a rigorous research process by Morningstar Investment Managed Europe Ltd can enter the portfolio. The methodology identifies companies which are expected to stay profitable over the long term due to competitive advantages.

Upward bias price movement

The portfolio only purchases stocks which are underpriced, according to analysis of Morningstar Investment Management Europe Ltd. This is based on the belief that cheap stocks outperform expensive stocks over the long term.

Live Information

You can see a more detailed performance overview of the Saxo Morningstar Moat Portfolio by clicking the “See more” button underneath the live tracker. Or gain an insight into recent market and portfolio performance by looking at our quarterly portfolio commentary which you can access via the link below. 

Portfolio Commentary

We have collaborated with Morningstar, Inc. to transform their trusted independent research into actionable investment opportunities through our leading trading technology.

Morningstar Video
 

The Saxo Morningstar Moat Portfolio enables you to conveniently acquire a diversified portfolio of 30 quality stocks based on Morningstar’s research and proven value investing methodology. 

SaxoSelect FAQs

Simple, transparent and cost effective

Service Fee0,75% per annum
Trading Commissions0,06% per trade (or EUR 2 minimum)
Entry FeesX
Exit FeesX
Custody FeesX
Conversion Fee0,2% (for non-Euro denominated positions)
Other SaxoSelect FeesX

The Service Fee is deducted quarterly on a pro rata basis, and the minimum investment is EUR 30,000.

See how the annual service fee calculated.

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Didn’t find what you are looking for?

Learn more about SaxoSelect Equity Investment Portfolios and what they can offer you, by speaking with a sales representative.  Share your details and we will give you a call. 

Learn more about SaxoSelect Equity Investment Portfolios and what they can offer you, by speaking with a sales representative.  Share your details and we will give you a call. 

Global StockPicker

The Global StockPicker is a long-only equity investment portfolio, in which both value and growth stocks are identified using classical fundamental analysis. Positions are then taken via single stock CFDs, allowing the portfolio manager to increase or decrease the exposure in line with the attractiveness of each opportunity, using leverage. (Risk: Substantially higher than global equity markets.)

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The benefits of choosing the Global StockPicker Portfolio

Dynamic Risk

When opportunities appear strong, risk is increased to capture potential returns. In contrast, risk is reduced when opportunities appear weak or a severe negative downturn is anticipated.

CFDs for Flexible Positioning

Global StockPicker invests into single stock CFDs, allowing exposure of positions to be controlled to a much greater extent. For instance, each CFD position can have up to 3 times the exposure to a company versus the direct stock. Naturally, the leverage incurred with this means there is increased risk.

Targets 20% in Two Years

Every position placed has a solid investment case for targeting a 20% return in two years. So this is should be a medium to long term investment. Volatility is expected over the period, but positive company fundamentals are expected to drive value upward. As a rule of thumb, we target 7 out of 10 of these positions to perform in line with expectations.

Global Opportunities

The portfolio invests globally, ensuring that returns are not constrained to specific regions. Macro events can have good or bad sweeping effects on regions, and our Portfolio Manager has the ability to invest accordingly. Note that the portfolio does not invest into emerging markets.

Live Information


You can see a more detailed performance overview of the Global StockPicker Portfolio by clicking the “See more” button underneath the live tracker. Or gain an insight into recent market and portfolio performance by looking at our quarterly portfolio commentary which you can access via the link below.

Portfolio Commentary

In this video we talk about the stock selection process and research on the individual companies and sectors considered for the SaxoSelect Global StockPicker portfolio.

Global StockPicker
 

SaxoSelect FAQs
Service Fee1.00% per annum
Performance Fee10%
Trading Commissions0.1% of transaction amount with no min ticket fee
Entry FeesX
Exit FeesX
Financing FeeReference Rate + 2% per annum

Fees are deducted on a quarterly, pro rata basis and the minimum investment is EUR 20,000.

See how the annual service fee calculated.
See how the performance fee calculated.

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Explore all Managed Portfolios

Didn’t find what you are looking for?

Learn more about SaxoSelect Equity Investment Portfolios and what they can offer you, by speaking with a sales representative.  Share your details and we will give you a call. 

Learn more about SaxoSelect Equity Investment Portfolios and what they can offer you, by speaking with a sales representative.  Share your details and we will give you a call.