Strong track record
Proven capability to identify trade opportunities.
Make an investment today and have your money traded on the pulse of the market.
Please note these strategies do not consider sustainability as part of their investment process. Saxo Bank offers a variety of strategies catering for different requirements, please consider another strategy if sustainable investing is something you desire.
Cost | |
---|---|
Service fee | 0.5% per annum |
Trading cost | Institutional rates** |
Performance fee | 20% based on high water mark |
Not cost to access Saxo’s full capabilities.
Add more or withdraw at no cost.
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:
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. You can find more information on the service fee here.
To see how our annual service fee is calculated, click here.
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. You can find more details on this calculation here.
To see hour our performance fee (if applicable) is calculated, click here.
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.
If you’re new to Saxo, take a few minutes to submit your application.
Complete our short profile questionnaire, to find a portfolio suited to your goals and risk appetite.
Confirm your managed portfolio and invest. We will place all the investments for you, in your account.
Talk to our support team
Speak to one of our specialists today and we’ll help you get started.
contact us directly