Trading Strategies

A unique service that grants you access to experienced traders exclusively selected by Saxo Bank

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What are Trading Strategies?

When you invest in a Trading Strategy, Saxo’s hand-picked expert traders make speculative trade decisions on your behalf, right in your account.

They may take one or two speculative positions with specific short-term expectations, or none at all if conditions aren’t favourable – the pulse of the market dictates. This means our experts may also enter short positions to target profits from downward market movements.

Please note that Trading Strategies are categorised as very high risk.  While taking on such risk could see you achieve significant returns, be aware that drawdowns in excess of 20% are a distinct possibility.


 

Why invest in Trading Strategies?

 

Strong track record

Proven capability to identify trade opportunities.

Hands off trading

Expert traders make speculative trade decisions on your behalf.

Fair costs

We only charge a performance fee if your account beats the high water mark.

No lock-in period

You can withdraw your money at any time for no extra cost.

 

Find the right strategy for you

 

Discretionary Trading

discretionary trading

Risk level: Very high

Minimum investment: USD 20,000

Goal: Positive returns regardless of market conditions 

Strategy: Trade-by-trade decision-making, capturing event- and volatility-driven opportunities


Composition: Trades stock indices, government bonds and commodities via CFDs, plus FX spot

Macro FX Trading

macrofx

Risk level: Very high

Minimum investment: USD 20,000

Goal: Positive returns from FX markets 

Strategy: Trade-by-trade decision-making, driven by macroeconomics and central banks' policies


Composition: Trades FX spot


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

Cost reflective of performance

no hidden fees

Total expected cost*:
Macro Discretionary Trading 4.17% per annum
Macro FX Trading 5.07% per annum

Costs

Service fee: 0.5% per annum
Trading cost: Institutional rates**
Performance fee: 20% based on high water mark


The service fee and performance fee are deducted quarterly on a pro rata basis. The minimum investment is USD 20,000.

*Expected annual cost is after trading costs and service fee but before any performance fee, since this can vary significantly depending on point of entry.
**Costs are compressed but vary depending on the specific instruments traded.

No fees

0 platform fee
- No cost to access Saxo’s full capabilities.

0 entry fee and exit fee
- Add more or withdraw at no cost. 

0 custody fee
- No fee for simply having money with us. 


If you haven’t already done so, you’ll need to open a Saxo account and add the amount you intend to invest, subject to the minimum amount for each portfolio. Then follow these steps:

  1. Open the 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 trading strategies (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 trading strategy, 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 trading strategies are designed for long-term investing and we’d only recommend them if you intend to invest for several years.
Our fees are constructed to align the cost as much as possible with the performance you incur. Costs vary depending on the trading strategy you choose to invest in.  

Cost explained
Service fee: This is the fee charged for Saxo to manage your money. It is an annual cost, deducted quarterly on a pro-rata basis.


Trading Costs: when trades are placed in the market there are costs associated with these transactions. In our Trading Strategies, we reduce these transaction costs to be significantly lower than standard client rates, reducing the impact on performance as much as we can.

Performance Fee: this fee is only charged if you incur positive performance. The High Water Mark (HWM) is used to determine this, and ensures that you do not get charged on positive performance if your account value remains lower than its high point - you only get charged a performance fee if your account value reaches new highs.

Trading Strategies are categorised as very high risk, due to the high conviction and speculative nature of positions.

Over the long term, returns are expected to reward investors for the risk assumed. However, significant drawdowns in excess of 20% are a real possibility throughout some periods.
Trading Strategies should not generally be considered appropriate for savings or traditional investing purposes.

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.

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..