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Lexo 10

An investment strategy that 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.

Lexo Core 10

Number of Holding

14,508

Annualised Standard Deviation

2.68

Ongoing Charges Figure

0.25

Last 1 Year

-0.40

Last 3 Years

-0.82

Last 5 Years

-0.50

Last 10 Years

1.44

Highest 1 Year Return

10.26

Lowest 1 Year Return

-8.57

Highest 3 Year Return

6.45

Lowest 3 Year Return

-1.61

 

Last Updated: September 2023

Asset Allocation

Lexo Core Plus 10

Number of Holding

22,398

Annualised Standard Deviation

3.63

Ongoing Charges Figure

0.26

Last 1 Year

1.52

Last 3 Years

-1.03

Last 5 Years

-

Highest 1 Year Return

6.71

Lowest 1 Year Return

-9.74

Highest 3 Year Return

3.03

Lowest 3 Year Return

-1.95

 

Last Updated: September 2023

Asset Allocation

Lexo Sustainable 10

Number of Holding

10494

Annualised Standard Deviation

5.64

Ongoing Charges Figure

0.27

Last 1 Year

-0.70

Last 3 Years

Last 5 Years

Lowest 1 Year Return

-8.11

Highest 1 Year Return

-0.34

Lowest 3 Year Return

Highest 3 Year Return

Asset Allocation

Please note: The above allocations will drift over time meaning the portfolio is a live portfolio and when you invest you will invest in the live allocation at that time which may be slightly different from the above allocation.