Your money,
professionally invested
Let the experts manage your investments while you enjoy the finer things in life
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:
Risks
Risk and return come hand-in-hand. The more return you target, the more risk you must take.
low risk
medium risk
High risk
Portfolios to suit any risk appetite
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.
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.
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 Advisory Ethical Selection
Ideal for: Investing for growth , buying stocks with strong focus on sustainability.
Min. investment: €30,000
Total return: 19%
Risk: High
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.
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
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
How do I invest in a portfolio?
If you haven’t already done so, you’ll need to open a Saxo account. 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
I am already a client, do I need to open a new account?
What is the minimum investment period?
How much does it cost?
Our fees depend on the managed portfolio you choose to invest in. For more information, please visit the individual portfolio webpages.
What risk can I expect?
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
-
Open a Saxo account
or login for existing clients -
Browse
the SaxoSelect managed portfolios -
Complete
suitability questions (if required) before investing