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Looking for something more speculative?
With Trading strategies your money is traded to find short term opportunities in financial markets
Why invest with Saxo?
What are managed portfolios?
What are managed portfolios?
Keep your costs under control
Portfolios to suit any risk appetite
Discover our full suite of expertly managed portfolios, with risk profiles ranging from low to high.
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Brown Advisory Ethical Selection
Ideal for:
Investing for growth , buying stocks with strong focus on sustainability. -
Saxo Morningstar MOAT
Ideal for:
Investing for growth, buying cheaply priced stocks compared to their fair value. -
Saxo Morningstar High Dividend
Ideal for:
Growth and income investing, buying quality stocks that offer attractive dividends. -
Nasdaq DW Global momentum
Ideal for:
Targeting high growth via fast moving stocks in developed and emerging markets.
What is the risk and expected return?
Risk and return come hand-in-hand. The more return you target, the more risk you must take.
Performance expected to be considerably lower than stock markets, but also much more stable. In an extreme scenario stock markets could lose 20% or more, whilst Low risk portfolios are expected to lose closer to 5% to 10%.
Performance is expected to be less than stock markets, but also more stable. In an extreme scenario stock markets could lose 20% or more, whilst Medium risk portfolios are expected to lose closer to 10% to 15%.
Performance of High risk portfolios is expected to be similar to stock market performance. However, in an extreme scenario stock markets could lose 20% or more and is therefore considered high risk investing.
Frequently asked questions
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).
This is a set of questions that will determine your risk profile and, based on it, the portfolio options that are suitable for you. Based on your answers, you may receive a risk profile that doesn’t match your initial portfolio choice, which means you won’t be able to invest in that portfolio. If this is the case, please check that your answers are accurate and contact us if you need clarification.
The suitability test is mandatory. It is the portfolio manager’s responsibility to ensure that the investment made on your behalf is suitable for you – and the suitability questions are the primary method for such determination.
Fees depend on the managed portfolio you choose to invest in. Please visit the individual portfolio pages above to check specific fees.
To see how our annual service fee 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.
Low risk portfolios are expected to experience much less fluctuation (of value) than stock markets;
Medium risk portfolios are expected to experience notably lower fluctuation (of value) than stock markets;
High risk portfolios are expected to experience similar fluctuation (of value) to stock markets;
Very high risk portfolios are expected to experience price fluctuation above stock markets.
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.
You can withdraw all your money from a managed portfolio anytime, for free, by exiting the portfolio. You can also make partial withdrawals, but only for as long as you keep your account value above the minimum investment amount.
Once you open a Saxo account and take the suitability test, you’ll be able to see detailed information about a portfolio’s composition, past performance, investment methodology and more.
Please access our dedicated support page here.
Start investing in minutes
Open an account
If you’re new to Saxo, take a few minutes to submit your application.
Choose your portfolio
Select a portfolio suited to your goals and risk appetite, then complete our short profile questionnaire.
Invest
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.
contact us directly