Managed Stock Portfolios

Put your investments on auto-pilot and let the experts manage them for you

  • A simple way to have your money professionally managed, online
  • Choose your portfolio and let our technology take care of the rest
  • One click investing directly from your platform
  • You own your stocks and you can exit at any time, without cost

Expertise & Quality

Consists of stocks which have passed a rigorous research process based on time-tested investment principles from leading experts before they can enter your portfolio. We combine our unique technology and portfolio management expertise to provide you access to a unique service.

Digital Control

Once you have invested, your own your stocks and they remain on your account – you can easily monitor your investment and stop at any time without additional costs. You remain in full control at all times through your platform.

Diversification

With a Managed Stock Portfolio you can easily spread your risk across sectors and countries in one click via stocks that have been specifically selected by the experts.

Cost effective

Thanks to our industry-leading technology you can now access a portfolio management service that has so far been reserved to the few and at a fraction of the cost that traditional wealth managers apply.

Brown Advisory Ethical Selection

Brown Advisory Ethical Selection is a portfolio of 30 to 40 stocks carefully chosen for their strong investment potential and ethical merits. The most favoured companies not only adhere to ethical, social and governance (ESG) practices, they embrace ESG proactively for business success.

A better future in mind

Our Brown Advisory Ethical Selection portfolio gives you access to the expertise of Brown Advisory, one of the industry's leaders in ESG investment. Brown Advisory's award-winning capabilities let you invest with conviction, while helping to build a better tomorrow for all.

Portfolio Costs

Simple, transparent and cost effective

Service Fee0,75% per annum
Trading Commissions0,06% per trade (or USD 2 minimum)
Entry FeesX
Exit FeesX
Custody FeesX
Other SaxoSelect FeesX

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

For a USD 30,000 portfolio, after trading costs the total expected cost of the portfolio is 0.99%, or USD 297 per year.

 



Whitepapers & Fact Sheets

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Saxo Bank A/S (Headquarters)
Philip Heymans Alle 15
2900
Hellerup
Denmark

International

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