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Lexo 40

A 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.

Lexo Core 40

Number of Holding

14,507

Annualised Standard Deviation

6.20

Ongoing Charges Figure

0.27

Last 1 Year

1.92

Last 3 Years

4.40

Last 5 Years

2.28

Last 10 Years

4.54

Highest 1 Year Return

22.48

Lowest 1 Year Return

-7.10

Highest 3 Year Return

10.01

Lowest 3 Year Return

-1.01

 

Last Updated: September 2023

Asset Allocation

Lexo Core Plus 40

Number of Holding

22,398

Annualised Standard Deviation

7.29

Ongoing Charges Figure

0.29

Last 1 Year

1.69

Last 3 Years

3.43

Last 5 Years

-

Highest 1 Year Return

21.91

Lowest 1 Year Return

-7.38

Highest 3 Year Return

7.98

Lowest 3 Year Return

1.66

 

Last Updated: September 2023

Asset Allocation

Lexo Sustainable 40

Number of Holding

10494

Annualised Standard Deviation

8.16

Ongoing Charges Figure

0.27

Last 1 Year

-0.14

Last 3 Years

Last 5 Years

Lowest 1 Year Return

-8.87

Highest 1 Year Return

0.38

Lowest 3 Year Return

Highest 3 Year Return

Asset Allocation

KIIDs

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Lexo Core

Dimensional UK Core Equity Fund
Dimensional International ex UK Core Equity Fund
Dimensional Emerging Markets Core Equity Fund
Dimensional Global Core Fixed Income Fund
Dimensional Global Short-Dated Bond Fund
Dimensional Global Short-Term Investment
Dimensional Global Ultra-Short Fixed Income Fund

Last Updated May 2023

Lexo Core Plus

Dimensional UK Core Equity Fund
Dimensional Global Targeted Value Fund
Dimensional International ex UK Core Equity Fund
Dimensional Emerging Markets Core Equity Fund
Dimensional Emerging Markets Targeted Value Fund
Dimensional Global Core Fixed Income Fund
Dimensional Global Short-Dated Bond Fund
Dimensional Global Short-Term Investment Grade Fixed Income Fund
Dimensional Global Ultra-Short Fixed Income Fund

Last Updated May 2023

Lexo Sustainable

Dimensional Global Sustainability Core Equity Fund
Dimensional Emerging Markets Sustainability Core Equity Fund
Dimensional Global Sustainability Fixed Income Fund
Dimensional Global Sustainability Short Fixed Income Fund

Last Updated May 2023