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Our Portfolios

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.

CONSERVATIVE

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.

Lexo Model Portfolio 10%
Lexo Model Portfolio 20%

MODERATE

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.

Lexo Model Portfolio 30%
Lexo Model Portfolio 40%

GROWTH

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.

Lexo Model Portfolio 50%
Lexo Model Portfolio 60%
Lexo Model Portfolio 70%

AGGRESSIVE

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.

Lexo Model Portfolio 80%
Lexo Model Portfolio 90%
Lexo Model Portfolio 100%

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 Last 20 Years Standard Deviation Select Porfolio
Lexo 100 (Opens in pop up) 13.30% 14.21% 14.76% 8.61%* 8.64%* 14.42% Sign Up
Lexo 90 (Opens in pop up) 12.39% 13.38% 13.88% 8.37%* 8.49%* 13.36%* Sign Up
Lexo 80 (Opens in pop up) 11.07% 12.27% 12.66% 8.04%* 8.26%* 11.88%* Sign Up
Lexo 70 (Opens in pop up) 9.74% 11.16% 11.43% 7.66%* 7.98%* 10.43%* Sign Up
Lexo 60 (Opens in pop up) 8.40% 10.03% 10.20% 7.25%* 7.66%* 9.02%* Sign Up
Lexo 50 (Opens in pop up) 7.04% 8.90% 8.97% 6.82%* 7.31%* 7.63%* Sign Up
Lexo 40 (Opens in pop up) 5.68% 7.76% 7.73% 6.34%* 6.91%* 6.30%* Sign Up
Lexo 30 (Opens in pop up) 4.31% 6.61% 6.49% 5.83%* 6.47%* 5.05%* Sign Up
Lexo 20 (Opens in pop up) 2.93% 5.45% 5.24% 5.29%* 6.01%* 3.97%* Sign Up
Lexo 10 (Opens in pop up) 1.54% 4.29% 4.00% 4.70%* 5.49%* 3.21%* Sign Up

Lexo 10

A Conservative investment strategy 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.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF October 2017

Number of Holding

10986

Annualized Standard Deviation

3.21%*

Ongoing Charges Figure

0.29%


Last 1 Year

1.54%

Last 3 Years

4.29%

Last 5 Years

4.00%

Last 10 Years

4.70%*

Last 20 Years

5.49%*


Lowest 1 Year Return

-2.68%*

Highest 1 Year Return

14.45%*

Lowest 3 Year Return

1.33%*

Highest 3 Year Return

10.23%*

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 
 

Lexo 20

A Conservative investment strategy 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.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF October 2017

Number of Holding

10986

Annualized Standard Deviation

3.97%*

Ongoing Charges Figure

0.31%


Last 1 Year

2.93%

Last 3 Years

5.45%

Last 5 Years

5.24%

Last 10 Years

5.29%*

Last 20 Years

6.01%*


Lowest 1 Year Return

-5.63%*

Highest 1 Year Return

17.00%*

Lowest 3 Year Return

1.96%*

Highest 3 Year Return

10.54%*

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 30

A moderate or 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.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF October 2017

Number of Holding

10986

Annualized Standard Deviation

5.05%*

Ongoing Charges Figure

0.33%


Last 1 Year

4.31%

Last 3 Years

6.61%

Last 5 Years

6.49%

Last 10 Years

5.83%*

Last 20 Years

6.47%*


Lowest 1 Year Return

-8.51%*

Highest 1 Year Return

20.62%*

Lowest 3 Year Return

0.63%*

Highest 3 Year Return

11.56%*

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 40

A moderate or 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.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF October 2017

Number of Holding

10986

Annualized Standard Deviation

6.30%*

Ongoing Charges Figure

0.35%


Last 1 Year

5.68%

Last 3 Years

7.76%

Last 5 Years

7.73%

Last 10 Years

6.34%*

Last 20 Years

6.91%*


Lowest 1 Year Return

-11.35%*

Highest 1 Year Return

25.64%*

Lowest 3 Year Return

-1.22%*

Highest 3 Year Return

13.70%*

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 50

A growth investment strategy reflects your desire to seek potential investment growth as well as your tolerance for market fluctuations and risk. You’re probably planning to invest over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF October 2017

Number of Holding

10986

Annualized Standard Deviation

7.63%*

Ongoing Charges Figure

0.37%


Last 1 Year

7.04%

Last 3 Years

8.90%

Last 5 Years

8.97%

Last 10 Years

6.82%*

Last 20 Years

7.31%*


Lowest 1 Year Return

-14.16%*

Highest 1 Year Return

30.66%*

Lowest 3 Year Return

-3.15%*

Highest 3 Year Return

15.93%*

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 60

A growth investment strategy reflects your desire to seek potential investment growth as well as your tolerance for market fluctuations and risk. You’re probably planning to invest over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF October 2017

Number of Holding

10986

Annualized Standard Deviation

9.02%*

Ongoing Charges Figure

0.39%


Last 1 Year

8.40%

Last 3 Years

10.03%

Last 5 Years

10.20%

Last 10 Years

7.25%*

Last 20 Years

7.66%*


Lowest 1 Year Return

-16.97%*

Highest 1 Year Return

35.71%*

Lowest 3 Year Return

-5.10%*

Highest 3 Year Return

18.17%*

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 70

A growth investment strategy reflects your desire to seek potential investment growth as well as your tolerance for market fluctuations and risk. You’re probably planning to invest over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF October 2017

Number of Holding

10986

Annualized Standard Deviation

10.43%*

Ongoing Charges Figure

0.42%


Last 1 Year

9.74%

Last 3 Years

11.16%

Last 5 Years

11.43%

Last 10 Years

7.66%*

Last 20 Years

7.98%*


Lowest 1 Year Return

-20.05%*

Highest 1 Year Return

40.67%*

Lowest 3 Year Return

-7.11%*

Highest 3 Year Return

20.34%*

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 80

An aggressive growth investment strategy reflects your desire for potentially substantial investment growth as well as your tolerance for large market fluctuations and increased risk of loss. You’re probably planning on investing over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF October 2017

Number of Holding

10986

Annualized Standard Deviation

11.88%*

Ongoing Charges Figure

0.44%


Last 1 Year

11.07%

Last 3 Years

12.27%

Last 5 Years

12.66%

Last 10 Years

8.04%*

Last 20 Years

8.26%*


Lowest 1 Year Return

23.14%*

Highest 1 Year Return

45.68%*

Lowest 3 Year Return

-9.14%*

Highest 3 Year Return

22.53%*

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 90

An aggressive growth investment strategy reflects your desire for potentially substantial investment growth as well as your tolerance for large market fluctuations and increased risk of loss. You’re probably planning on investing over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF October 2017

Number of Holding

10986

Annualized Standard Deviation

13.36%*

Ongoing Charges Figure

0.46%


Last 1 Year

12.39%

Last 3 Years

13.38%

Last 5 Years

13.88%

Last 10 Years

8.37%*

Last 20 Years

8.49%*


Lowest 1 Year Return

-26.36%*

Highest 1 Year Return

51.21%*

Lowest 3 Year Return

-11.21%*

Highest 3 Year Return

24.70%*

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 

Lexo 100

An aggressive growth investment strategy reflects your desire for potentially substantial investment growth as well as your tolerance for large market fluctuations and increased risk of loss. You’re probably planning on investing over a long period of time.

Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.

FUND STATISTICS AS OF October 2017

Number of Holding

10986

Annualized Standard Deviation

14.42%

Ongoing Charges Figure

0.47%


Last 1 Year

13.30%

Last 3 Years

14.21%

Last 5 Years

14.76%

Last 10 Years

8.61%*

Last 20 Years

8.64%*


Lowest 1 Year Return

-28.63%*

Highest 1 Year Return

55.23%*

Lowest 3 Year Return

-12.68%*

Highest 3 Year Return

26.22%*

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

Hover over segment for details
 

 
The * denotes the information has been obtained using simulated data and not actual portfolio data to provide you with more history to make an informed decision.
Source: Dimensional Returns Program
Last Updated: October 2017

Opening an account with Lexo is simple and straightforward, while offering you complete security and visibility over your investment.

 

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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