Lexo offers 10 tailored portfolios, depending on your risk tolerance versus your rewards expectations. You can view the details and historical performance of each of these portfolios below.
Once you’ve considered what kind of investor you are, select one of the following four strategies and research the portfolio that’s right for you.
Targets reasonable returns at a lower risk of loss. It is more likely to be a distributing (i.e. you may like to take an income from the portfolio) than an accumulating portfolio, but also suited to accumulators who face major job changes or who wish to mitigate their risks.
Managed to achieve growth at reasonable risk of loss. It could be an accumulating portfolio or one making modest distributions. It is best for people whose life circumstances make them somewhat cautious and those who are looking to avoid too much market volatility.
Aims for significant growth. It often has new money being added regularly or can be drawn from on a discretionary basis. It is designed to have an above average return but a tolerance for market variations and reasonable levels of risk is a must.
Positioned for the highest returns over the long-term. It usually has new money invested regularly or can be drawn from on a discretionary basis. It requires an acceptance of possibly large fluctuations in the market and increased risk of loss.
Below is a summary of all of the Lexo portfolios together with the annualised return of the portfolios over that period, click on the portfolio for further details, or choose ‘sign up’ to open your account.
Standard deviation (shown below) is a measure of portfolio volitility or risk. A larger number shows a portfolio with larger variance of returns.
|Portfolio||Last 1 Year||Last 3 Years||Last 5 Years||Last 10 Years||Standard Deviation||Select Porfolio|
|Lexo ESG 100 (Opens in pop up)||41.9%||10.4%||13.4%*||9.8%*||12.87%||Sign Up|
|Lexo ESG 90 (Opens in pop up)||38.0%||9.8%||12.5%*||9.3%*||11.85%||Sign Up|
|Lexo ESG 80 (Opens in pop up)||33.2%||9.0%||11.4%*||8.6%*||10.58%||Sign Up|
|Lexo ESG 70 (Opens in pop up)||28.6%||8.2%||10.3%*||8.0%*||9.32%||Sign Up|
|Lexo ESG 60 (Opens in pop up)||24.1%||7.4%||9.2%*||7.3%*||8.08%||Sign Up|
|Lexo ESG 50 (Opens in pop up)||19.7%||6.6%||8.1%*||6.6%*||6.88%||Sign Up|
|Lexo ESG 40 (Opens in pop up)||15.4%||5.7%||6.9%*||5.9%*||5.73%||Sign Up|
|Lexo ESG 30 (Opens in pop up)||11.3%||4.9%||5.8%*||5.2%*||4.68%||Sign Up|
|Lexo ESG 20 (Opens in pop up)||7.3%||3.9%||4.6%*||4.5%*||3.82%||Sign Up|
|Lexo ESG 10 (Opens in pop up)||3.4%||3.0%||3.4%*||3.8%*||3.27%||Sign Up|
Opening an account with Lexo is simple and straightforward, while offering you complete security and visibility over your investment.