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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