SaxoSelect Equity Portfolios
Have an investment expert pick your stocks for you
Utilise the knowledge of leading investment experts
Target high capital growth above global equity markets
You own each of your stocks
For investments with at least a 2 year time horizon
No lock-in period or entry/exit costs
You can see a more detailed performance overview of the Saxo Morningstar Moat Portfolio by clicking the “See more” button underneath the live tracker. Or gain an insight into recent market and portfolio performance by looking at our quarterly portfolio commentary which you can access via the link below.
Experience the expertise of two leading financial institutions and gain access to an actively managed stock portfolio built on the principles of value investing.
Spread your equity investment risk across sectors and countries through this portfolio of 30 quality stocks specifically selected by Morningstar.
A Portfolio of quality
Only stocks which have passed a rigorous research process by Morningstar Investment Managed Europe Ltd can enter the portfolio. The methodology identifies companies which are expected to stay profitable over the long term due to competitive advantages.
Upward bias price movement
The portfolio only purchases stocks which are underpriced, according to analysis of Morningstar Investment Management Europe Ltd. This is based on the belief that cheap stocks outperform expensive stocks over the long term.
Combining Research and Technology
We have collaborated with Morningstar, Inc. to transform their trusted independent research into actionable investment opportunities through our leading trading technology.
The Saxo Morningstar Moat Portfolio enables you to conveniently acquire a diversified portfolio of 30 quality stocks based on Morningstar’s research and proven value investing methodology.
Whitepapers & Fact Sheet
Equity Investment Research Methodology
Read a comprehensive overview of the process Morningstar uses to evaluate stocks
"What is SaxoSelect?"
SaxoSelect is a fully digital and automated investment service that enables clients to invest in a wide variety of investment and trading strategies directly from their trading platform.
"How are stocks selected for the portfolio?"
Morningstar Investment Management Europe Ltd. analysts provide a model portfolio of 30 global stocks which Saxo Bank implements in the Saxo Morningstar Moat Portfolio with equal weighting.
"How is the portfolio rebalanced?"
At the end of each quarter, the portfolio will be reviewed by Morningstar and rebalanced by Saxo Bank if necessary. To reduce trade costs, the portfolio only replaces stocks if an alternative can be found representing a 25% better price to fair-value. The rebalancing to target weighs is also subject to a buffer to minimize transaction costs.
"What is Morningstar Economic Moat?"
An economic moat is a structural business characteristic that allows a firm to generate excess economic return for an extended period.