lexo logo

Lexo 30

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 30

Number of Holding

14,507

Annualised Standard Deviation

4.89

Ongoing Charges Figure

0.26

Last 1 Year

1.13

Last 3 Years

2.67

Last 5 Years

1.39

Last 10 Years

3.65

Highest 1 Year Return

17.26

Lowest 1 Year Return

-7.33

Highest 3 Year Return

8.89

Lowest 3 Year Return

-0.39
 

Last Updated: September 2023

Asset Allocation

Lexo Core Plus 30

Number of Holding

22,398

Annualised Standard Deviation

6.03

Ongoing Charges Figure

0.28

Last 1 Year

1.58

Last 3 Years

1.85

Last 5 Years

-

Highest 1 Year Return

16.83

Lowest 1 Year Return

-8.45

Highest 3 Year Return

6.44

Lowest 3 Year Return

0.42
 

Last Updated: September 2023

Asset Allocation

Lexo Sustainable 30

Number of Holding

10494

Annualised Standard Deviation

7.29

Ongoing Charges Figure

0.27

Last 1 Year

-0.41

Last 3 Years

Last 5 Years

Lowest 1 Year Return

-8.77

Highest 1 Year Return

0.06

Lowest 3 Year Return

Highest 3 Year Return

Asset Allocation

KIIDs

Click to download

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

 

01793 250 780

[email protected]

 

Our offices are open Monday to Friday 8.30am to 5.00pm.

 

ABOUT

INVESTING

 
 

Lexo is the trading name of Lexington Wealth Management Ltd. (registered number 05503144). Lexington Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority (No. 440099).

With investment, your capital is at risk. The value of your portfolio 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.

Copyright 2024 Lexo. All rights reserved.