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Matching Portfolios

Below we have highlighted the portfolios which closely match the criteria you have entered. However, you are free to select any portfolio you wish. The highlighted portfolios are not a recommendation and should not be interpreted as such as no advice is being provided. If advice is required, then please contact us.

Standard deviation (shown below) is a measure of portfolio volitility or risk.  A larger number shows a portfolio with larger variance of returns.

Portfolio Last 1 Year Last 3 Years Last 5 Years Last 10 Years Last 20 Years Standard Deviation Select Porfolio
Lexo 100 (Opens in pop up) -1.58% 2.40% 9.69% 9.69%* 6.94%* 12.59% Sign Up
Lexo 90 (Opens in pop up) -1.28% 2.42% 9.22% 9.24%* 6.83%* 11.65% Sign Up
Lexo 80 (Opens in pop up) -1.07% 2.41% 8.56% 8.65%* 6.67%* 10.36% Sign Up
Lexo 70 (Opens in pop up) -0.89% 2.39% 7.89% 8.03%* 6.47%* 9.10% Sign Up
Lexo 60 (Opens in pop up) -0.74% 2.35% 7.21% 7.38%* 6.24%* 7.88% Sign Up
Lexo 50 (Opens in pop up) -0.61% 2.32% 6.52% 6.07%* 5.71%* 6.71% Sign Up
Lexo 40 (Opens in pop up) -0.52% 2.26% 5.82% 6.07%* 5.71%* 5.60% Sign Up
Lexo 30 (Opens in pop up) -0.46% 2.19% 5.10% 5.37%* 5.40%* 4.83% Sign Up
Lexo 20 (Opens in pop up) -0.43% 2.10% 4.37% 4.67%* 5.08%* 4.34% Sign Up
Lexo 10 (Opens in pop up) -0.42% 2.02% 3..64% 3.95%* 4.71%* 3.86% Sign Up

Lexo 10

A Conservative investment strategy reflects your desire to see lower, more stable returns while avoiding high risk. It may also mean that you’re planning to invest over a short period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF September 2020

Number of Holding

10986

Annualized Standard Deviation

3.86%

Ongoing Charges Figure

0.27%


Last 1 Year

-0.42%

Last 3 Years

2.02%

Last 5 Years

3..64%

Last 10 Years

3.95%*

Last 20 Years

4.71%*


Lowest 1 Year Return

-2.07%

Highest 1 Year Return

10.08%

Lowest 3 Year Return

1.19%

Highest 3 Year Return

5.60%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 
 

Lexo 20

A conservative investment strategy reflects your desire to see lower, more stable returns while avoiding high risk. It may also mean that you’re planning to invest over a short period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF September 2020

Number of Holding

10986

Annualized Standard Deviation

4.34%

Ongoing Charges Figure

0.29%


Last 1 Year

-0.43%

Last 3 Years

2.10%

Last 5 Years

4.37%

Last 10 Years

4.67%*

Last 20 Years

5.08%*


Lowest 1 Year Return

-1.68%

Highest 1 Year Return

12.57%

Lowest 3 Year Return

0.68%

Highest 3 Year Return

6.42%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 30

A moderate or balanced investment strategy reflects your desire to seek the potential for growth. You’re moderately tolerant of risk and plan to invest for a medium/long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF September 2020

Number of Holding

10986

Annualized Standard Deviation

4.83%

Ongoing Charges Figure

0.31%


Last 1 Year

-0.46%

Last 3 Years

2.19%

Last 5 Years

5.10%

Last 10 Years

5.37%*

Last 20 Years

5.40%*


Lowest 1 Year Return

-3.46%

Highest 1 Year Return

15.89%

Lowest 3 Year Return

0.18%

Highest 3 Year Return

7.52%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 40

A moderate or balanced investment strategy reflects your desire to seek the potential for growth. You’re moderately tolerant of risk and plan to invest for a medium/long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF September 2020

Number of Holding

10986

Annualized Standard Deviation

5.60%

Ongoing Charges Figure

0.33%


Last 1 Year

-0.52%

Last 3 Years

2.26%

Last 5 Years

5.82%

Last 10 Years

6.07%*

Last 20 Years

5.71%*


Lowest 1 Year Return

-5.27%

Highest 1 Year Return

19.25%

Lowest 3 Year Return

-0.34%

Highest 3 Year Return

8.61%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 50

A growth investment strategy reflects your desire to seek potential investment growth as well as your tolerance for market fluctuations and risk. You’re probably planning to invest over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF September 2020

Number of Holding

10986

Annualized Standard Deviation

6.71%

Ongoing Charges Figure

0.35%


Last 1 Year

-0.61%

Last 3 Years

2.32%

Last 5 Years

6.52%

Last 10 Years

6.07%*

Last 20 Years

5.71%*


Lowest 1 Year Return

-7.09%

Highest 1 Year Return

22.64%

Lowest 3 Year Return

-0.87%

Highest 3 Year Return

10.20%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 60

A growth investment strategy reflects your desire to seek potential investment growth as well as your tolerance for market fluctuations and risk. You’re probably planning to invest over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF September 2020

Number of Holding

10986

Annualized Standard Deviation

7.88%

Ongoing Charges Figure

0.37%


Last 1 Year

-0.74%

Last 3 Years

2.35%

Last 5 Years

7.21%

Last 10 Years

7.38%*

Last 20 Years

6.24%*


Lowest 1 Year Return

-8.96%

Highest 1 Year Return

26.09%

Lowest 3 Year Return

-1.43%

Highest 3 Year Return

11.81%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 70

A growth investment strategy reflects your desire to seek potential investment growth as well as your tolerance for market fluctuations and risk. You’re probably planning to invest over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF September 2020

Number of Holding

10986

Annualized Standard Deviation

9.10%

Ongoing Charges Figure

0.39%


Last 1 Year

-0.89%

Last 3 Years

2.39%

Last 5 Years

7.89%

Last 10 Years

8.03%*

Last 20 Years

6.47%*


Lowest 1 Year Return

-10.80%

Highest 1 Year Return

29.55%

Lowest 3 Year Return

-1.98%

Highest 3 Year Return

13.43%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 80

An aggressive growth investment strategy reflects your desire for potentially substantial investment growth as well as your tolerance for large market fluctuations and increased risk of loss. You’re probably planning on investing over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF September 2020

Number of Holding

10986

Annualized Standard Deviation

10.36%

Ongoing Charges Figure

0.41%


Last 1 Year

-1.07%

Last 3 Years

2.41%

Last 5 Years

8.56%

Last 10 Years

8.65%*

Last 20 Years

6.67%*


Lowest 1 Year Return

-12.67%

Highest 1 Year Return

33.06%

Lowest 3 Year Return

-2.56%

Highest 3 Year Return

15.06%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 90

An aggressive growth investment strategy reflects your desire for potentially substantial investment growth as well as your tolerance for large market fluctuations and increased risk of loss. You’re probably planning on investing over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF September 2020

Number of Holding

10986

Annualized Standard Deviation

11.65%

Ongoing Charges Figure

0.43%


Last 1 Year

-1.28%

Last 3 Years

2.42%

Last 5 Years

9.22%

Last 10 Years

9.24%*

Last 20 Years

6.83%*


Lowest 1 Year Return

-14.56%

Highest 1 Year Return

36.60%

Lowest 3 Year Return

-3.15%

Highest 3 Year Return

16.70%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 100

An aggressive growth investment strategy reflects your desire for potentially substantial investment growth as well as your tolerance for large market fluctuations and increased risk of loss. You’re probably planning on investing over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF September 2020

Number of Holding

10986

Annualized Standard Deviation

12.59%

Ongoing Charges Figure

0.45%


Last 1 Year

-1.58%

Last 3 Years

2.40%

Last 5 Years

9.69%

Last 10 Years

9.69%*

Last 20 Years

6.94%*


Lowest 1 Year Return

-15.96%

Highest 1 Year Return

39.31%

Lowest 3 Year Return

-3.58%

Highest 3 Year Return

17.90%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 
The * denotes the information has been obtained using simulated data and not actual portfolio data to provide you with more history to make an informed decision. See our Growth of Wealth Charts for further information.
Source: Dimensional Returns Program
Last Updated: September 2020

 

With investment, your capital is at risk. The value of your portofio with Lexo can go down as well as up and you may get back less than you invest. It is important that you understand the risks. Lexo aims to provide information to help you make your own informed decision. It does not provide personal advice based on your circumstances. If you are unsure, please seek personal advice from Lexington Wealth.

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