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SaxoSelect
Managed Portfolios
Free your time. Have experts navigate markets and manage your investments.
Why invest with Saxo?
What are managed portfolios?
What are managed portfolios?
A managed portfolio is a collection of investments that are selected and automatically adjusted for you according to market opportunities.
Each portfolio caters for a different risk appetite, ranging from low to high, and follows an investment strategy suited to your goals and profile.
You’ll have full transparency and control: you can monitor your investments 24 hours a day through our platform, and withdraw at any time for no extra cost.
Portfolios built by experts
Portfolios built by experts
When you invest in a SaxoSelect portfolio, you can rest assured that your money is in the best possible hands.
We’ve partnered with world-leading asset managers, including BlackRock and Morningstar, to create a range of low-cost, institutional-quality portfolios.
They are automatically rebalanced to adapt to changing market conditions, and continually target the highest returns for the risk-level taken.
Keep your costs under control
Without any unnecessary charges, we help you keep more of your returns.
You can find individual pricing details for each portfolio below.
Portfolios to suit any risk appetite
Discover our full suite of expertly managed portfolios, with risk profiles ranging from low to high.
- Analysis by
- Analysis by
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- Analysis by
- Analysis by Brown Advisory Ethical Selection
Ideal for:
Minimizing drawdown in periods with high market risk - Analysis by Saxo Morningstar MOAT
Ideal for:
Investing for growth, buying cheaply priced stocks compared to their fair value. - Analysis by Saxo Morningstar High Dividend
Ideal for:
Growth and income investing, buying quality stocks that offer attractive dividends. - Analysis by Nasdaq DW Global momentum
Ideal for:
Targetting 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 haven’t already done so, you’ll need to open a Saxo account .and add the amount you intend to invest, subject to the minimum amount for each portfolio. Then follow these steps:
- Open the SaxoTraderGO platform and click the ‘SaxoSelect’ tab
- Click the ‘Invest’ button, next to your chosen portfolio
- If this is your first time with SaxoSelect, you’ll need to complete a set of suitability questions specifically for managed portfolios (this is different to an appropriateness test, which relates to self-directed investing)
- Open the trade ticket and enter the amount you’d like to invest
No, you don’t. Once you’ve invested in a managed portfolio, we will automatically create a sub-account dedicated to that portfolio under your existing Saxo account.
There is no minimum investment period and you can exit at any time for no additional cost. However, it’s important to remember that our managed portfolios are designed for long-term investing and we’d 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.
Our fees depend on the managed portfolio you choose to invest in. For more information, please visit the individual portfolio webpages. To see how our annual service fee is calculated, 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.
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.
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
Trusted for more than 25 years
Trusted for more than 25 years
Fully regulated
We adhere to the strictest regulatory standards, and are fully licensed and regulated in 15 jurisdictions across Europe, the Middle East and Asia.
Financial strength
We’re a financially stable company with a robust balance sheet. We serve clients in 170 countries, hold USD 16bn in AUM and process 1m transactions daily.
Multi-award winner
We’ve been consistently recognised by our industry and have won the highest accolades for our products, platform and service.
