Minimum investment: USD 30,000
Feel good about investing with a portfolio of 30-40 stocks chosen for their ethical merits and growth potential.
Brown Advisory is an industry leader in ethical, social and governance (ESG) investment. Its Ethical Selection portfolio offers you exposure to companies that not only adhere to ESG practices, but embrace them proactively for business success.
Brown Advisory's award-winning capabilities enable you to invest with peace of mind and conviction, while helping to build a better tomorrow for all.
As a minimum any stock that enters the portfolio must meet the following requirements:
For sustainability related information of this portfolio please click here.
Total expected cost: 1.03% per annum
| Percentage of investment | USD 30,000 Investment | |
|---|---|---|
Service Costs | ||
| Ongoing costs Management Fee | 0.75% | USD 225.00 |
| Transaction costs* | 0.16% | USD 48.00 |
| Incidental costs | 0% | USD 0.00 |
| Ancilliary costs | 0% | USD 0.00 |
| One-off costs | 0% | USD 0.00 |
Product Costs | ||
| Ongoing costs | 0% | USD 0.00 |
| Transaction costs | 0.12% | USD 36.00 |
| Incidental costs | 0% | USD 0.00 |
| Ancilliary costs | 0% | USD 0.00 |
| One-off costs | 0% | USD 0.00 |
Third Party Costs | 0% | USD 0.00 |
TOTAL | 1.03% | USD 309.00 |
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).
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 risk
If 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.
Talk to our support team
Speak to one of our specialists today and we’ll help you get started.
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Discover our full suite of expertly managed portfolios, with risk profiles ranging from low to high.
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Investing for growth, offering high exposure to stock markets.
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Growth and income investing, buying quality stocks that offer attractive dividends.
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Targeting high growth via fast moving stocks in developed and emerging markets.
Ideal for:
Investing cautiously, offering high exposure to bond markets.
Ideal for:
Investing for a balance between growth and preservation
Ideal for:
Investing for growth, offering high exposure to stock markets.
Ideal for:
Investing for growth, buying cheaply priced stocks compared to their fair value.
Ideal for:
Growth and income investing, buying quality stocks that offer attractive dividends.
Ideal for:
Targeting high growth via fast moving stocks in developed and emerging markets.
