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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.

 

Why invest in managed portfolios ?

 

Simple and smart

Get set up quickly online, then we’ll do the hard work for you.

Managed by experts

We manage your investments based on world class industry expertise.

Cost effective

Pay just a fraction of the cost of traditional wealth managers.

No lock-in period

If your circumstances change you can withdraw at any time.

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 and risks under control

Costs

Without any unnecessary charges, we help you keep more of your returns.

Total expected cost per annum from:


costs

Risks

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. 

Portfolios to suit any risk appetite

 
blackrock

DEFENSIVE



Ideal for:
Investing cautiously, offering high exposure to bond markets.

Min. investment: €10,000

Total return: 10%

Risk: Low

Note: Past performance is not an indicator of future performance. Total returns based on up to 3 years’ analysis, to last quarter end.

blackrock

MODERATE



Ideal for:
Investing for a balance between growth and preservation 

Min. investment: €10,000

Total return: 16%

Risk: Medium

Note: Past performance is not an indicator of future performance. Total returns based on up to 3 years’ analysis, to last quarter end.

blackrock

AGGRESSIVE



Ideal for:
Investing for a balance between growth and preservation 

Min. investment: €10,000

Total return: 20%

Risk: High

Note: Past performance is not an indicator of future performance. Total returns based on up to 3 years’ analysis, to last quarter end.

brown

Brown Advisory Ethical Selection


Ideal for: Investing for growth , buying stocks with strong focus on sustainability.

Min. investment: €30,000

Total return: 19%

Risk: High

Past performance is not an indicator of future performance. Total returns based on up to 3 years’ analysis, to last quarter end.

morningstar

Saxo Morningstar MOAT



Ideal for:
Investing for growth, buying cheaply priced stocks compared to their fair value. 

Min. investment: €30,000

Total return: 26%

Risk: High

Note: Past performance is not an indicator of future performance. Total returns based on up to 3 years’ analysis, to last quarter end.

morningstar

Saxo Morningstar High Dividend



Ideal for: Growth and income investing, buying quality stocks that offer attractive dividends.

Min. investment: €30,000

Total return: 16%

Risk: High

Note: Past performance is not an indicator of future performance. Total returns based on up to 3 years’ analysis, to last quarter end.

nasdaq

Nasdaq DW Global momentum


Ideal for: Targeting high growth via fast moving stocks in developed and emerging markets. 

Min. investment: €30,000

Total return: 43%

Risk: High

Note: Past performance is not an indicator of future performance. Total returns based on up to 3 years’ analysis, to last quarter end.

Profile questionnaire
To help us find the best portfolios for you we will ask you to complete a profile questionnaire in-platform before investing. This is a required step in the investment process and only takes a few minutes.

Risks when investing
Trading in financial products always involves a risk. As a general rule, you should therefore only trade in financial products if you understand the products and the risks associated with them. Investing in a fund with currency that differs from your account base currency carried the risk of  exposure to changes in the rate of exchange between them.  As a general rule, you should therefore only trade in financial products if you understand the products and the risks associated with them.


 

Frequently asked questions

 

If you haven’t already done so, you’ll need to open a Saxo account. 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 costs less than half that 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.
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;

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.

 

Get started in just 3 steps

 
  1. Open a Saxo account

    or login for existing clients
  2. Browse

    the  SaxoSelect managed portfolios
  3. Complete

    suitability questions (if required) before investing