Evidence-based investing

Backed by Nobel Prize-winning research

Plan for prosperity… choose evidence-based investing

Invest £20k - £500k+ in a pension, SIPP, ISA

Lexo is the first and only online platform in the UK providing access to the investment strategies of Dimensional Fund Advisors (DFA), which uses a Nobel Prize-winning, academic approach to investing.

Dimensional looks at investments globally and tilts portfolios towards profitable, small cap and value companies. This research has shown that, over time, these tilts provide a premium over the average market return.

 

How to Invest with Lexo

It’s as easy as 1, 2, 3

1: Assess your risk strategy

What type of investor are you? We have 10 portfolios, scaling from low-risk to aggressive growth.

2: Sign up for an account – it’s free

Answer questions about your investment goals, including ISAs, pensions and more.

3: Monitor your success

We’ll set up your portfolio and you’re on your way to a winning investment experience.

CHOOSE YOUR PORTFOLIO

Lexo & DFA by the Numbers

 
0

DFA founded 1981

0

Managed Globally

0

Tailored to your goals

0

Per portfolio

We’re talking about your future and your retirement. You can’t afford to rely on a fund manager maybe being right – you should look at the evidence from over 50 years of investing. This approach is academically researched with rigour and has delivered strong long-term returns.

A £50,000 investment in a Lexo 100 portfolio five years ago would now be worth £98,819 – that’s a 28% greater return than the FTSE 100 index (£77,056) over the same time period*.

How? Where most index and active funds cover hundreds of stocks, Lexo portfolios are diversified across over 10,000 stocks. That’s true diversification. By weighting the portfolio towards profitable small cap value shares across global markets, Lexo portfolios have produced a successful investor experience.

Investing with Lexo is low-cost, straightforward and secure. Take control of achieving your financial goals by choosing a portfolio tailored to your tolerance for risk, and we’ll do the rest.

* Fees were excluded from both the Lexo and FTSE index investment in this example; Lexo fees can be found here. Duration 29 August 2012 to 29 August 2017. Based on total return including dividends. Lexo is the trading name of Lexington Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Our FCA number is 440099. With investing, your capital is at risk and can go down as well as up. Past performance does not guarantee future results.

 

Lexo founder Warren Shute was named one of the UK’s leading financial advisers for 2016 and again in 2017, and in 2017 he won the Prestigious “Certified Financial Planner - Professional of the Year” Award, ahead of thousands of other wealth managers across the country. Warren has been featured in the following:

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How to Invest with Lexo

It’s as easy as 1, 2, 3

1: Assess your risk strategy

What type of investor are you? We have 10 portfolios, scaling from low-risk to aggressive growth.

2: Sign up for an account – it’s free

Answer questions about your investment goals, including ISAs, pensions and more.

3: Monitor your success

We’ll set up your portfolio and you’re on your way to a winning investment experience.

CHOOSE YOUR PORTFOLIO

Lexo is a trading name of Lexington Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority under reference number 440099.

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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