• Saxo-quantitative

    Stronghold 

    Goal: Maxmise returns under strict risk controls

    Strategy: Quantatively analyse markets to dynamically decrease portfolio risk in volatile conditions

    Composition: A blend of stocks, bonds and alternatives, determined by market expectations and via low cost ETFs

    Risk level: Medium


    Minimum investment:
    EUR 30,000

    Open account

    Open account

  • Performance

    9.9%

    Total retun since 2016
    Performance is after all costs.


    Performance breakdown
    2016: N/A
    2017: 2.5%*
    2018: -4.3%
    Year to date (September): 12%

    *Launched in July 2017

    Quarterly product sheet

    Quarterly commentary

Dynamic ETF investing

Dynamic ETF investing

The dynamic asset-allocation strategy of Stronghold limits your risk during periods of high volatility, but increases it during normal conditions.

The portfolio invests via 14 low-cost ETFs, which offer you low-cost exposure to emerging and developed market equities, bonds and alternatives.

Stronghold automatically changes its composition to adapt to market conditions, with the primary aim of keeping downside risk within a fixed budget, but maximising returns within these limits.

Keep your costs low 

Total expected cost: 0.98% per annum

Swipe left or right for more
Annual cost breakdownFee in %Cost of EUR 30,000 investment
Service fee0.75% per annumEUR 225
Transaction costs*XX
Expected ETF costs**0.28%EUR 84

The service fee is deducted quarterly on a pro rata basis. The minimum investment is EUR 30,000.

*An estimate that depends on the portfolio activity and investments selected, which may change with time.

**ETFs have a small charge built into their performance, known as the Total Expense Ratio (TER). This is payable to the ETF provider and is not charged by Saxo Bank.

No hidden fees

Platform fee

Not cost to access Saxo’s full capabilities.

Entry fee and exit fee

Add more or withdraw at no cost.

Custody fee

No fee for simply having money with us.

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:

  1. Open the SaxoTraderGO platform and click the ‘SaxoSelect’ tab
  2. Click the ‘Invest’ button, next to your chosen portfolio
  3. 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)
  4. 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.

The Costs explianed

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

Expected ETF Costs: If your portfolio invests into ETFs, you should know that the ETF manufacturer takes their charge from within the ETF. This is convenient as it means there are no cash transactions (to the ETF manufacture to cover costs), costs are simply reflected in the performance of the ETF.

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. 

Medium risk
During a bad period, this portfolio is expected to incur less of a loss than stock markets. For reference, stocks markets could lose 20% or more in an extreme scenario and in this portfolio we would expect bewteen 10% and 15%. 


Medium-risk-faq

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

Profile Questionnaire
To help us find the best portfolios for you, we ask that you complete your profile before investing. This is a required step in the investment process and only takes a few minutes.

Investment risk
Investing in financial products always involves risk. As a general rule, you should only invest in financial products if you understand the risks associated with them. Investing in a portfolio with currency that differs from the base currency of your account carries the risk of exposure to changes in the rate of exchange between them. See the full Managed Portfolio Disclaimer for more information.

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