balanced portfolios

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Why invest with a Balanced Portfolio?

 

Saxoselect balanced portfolios

  • A Balanced portfolio can be easily set up within your Saxo account
  • A smart, cost-efficient solution to grow your investment pot over the long term
  • Invest in the portfolio that best suits your risk appetite with just one click.
  • A simple and straightforward way to have your money professionally managed online.

*Investment decisions are supported by BlackRock. BlackRock holds USD 6.3 Trillion of managed assets and is the largest asset manager in the world.  It is an equally reliable partner for both large institutions and private investors.

EUR Quarterly product sheet

EUR Portfolio commentary

Cost effective

Benefit from low costs compared with traditional wealth managers. Saxo Bank’s award-winning technology offers you a portfolio management service usually only available to a select few. 





flexible investing

Choose from one of three different risk profiles on offer to help you select which portfolio best fits your risk appetite. Once invested, your investments can be easily monitored and managed at any time. You are always in control of your account via your Saxo account platform.


Diversification

 You can benefit from a smoother ride.Because balanced portfolios spread the risk across different types of investments: Stocks, bonds, commodities and other types of investments often move at different speeds or directions.


Intelligent automation

Because Saxo’s balanced portfolios are continually monitored in collaboration with BlackRock, they automatically adapt to global changes, whilst always considering the long term. This means that your portfolio will change over time and be rebalanced only when appropriate.

Your portfolio built by experts

You can be sure that when you invest in a Balanced Portfolio your money is being professionally managed.  

Your portfolio is assessed to ensure it can adapt to changing market conditions and is targeting the best return for your risk profile.

Available in USD and EUR denominated. 

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.

Select the right risk level for you

 
lowrisk

Defensive Portfolio

This is a cautious investment profile for those looking for long-term growth but with a lower risk tolerance for loss of capital and market fluctuations.  The defensive portfolio has less exposure to stock markets and non-traditional investments and greater exposure to bonds.

midrisk

Moderate Portfolio

This is a more balanced profile for those seeking long-term growth but with a more moderate risk tolerance for loss of capital and market fluctuations.  The Moderate portfolio is invested in stock markets and non-traditional investments with a somewhat lower exposure to bonds.

highrisk

Aggressive Portfolio

This is a bolder investment profile for those looking to achieve higher growth over the long-term but with a high risk tolerance.  A large part of the Aggressive Portfolio is invested in stock markets and alternative investments.