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Lexo ESG 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 May 2021
Number of Holding |
20493 |
Annualized Standard Deviation |
3.27% |
Ongoing Charges Figure |
0.15% |
Last 1 Year |
3.4% |
Last 3 Years |
3.0% |
Last 5 Years |
3.4%* |
Last 10 Years |
3.8%* |
Lowest 1 Year Return |
-2.3% |
Highest 1 Year Return |
10.4% |
Lowest 3 Year Return |
1.2% |
Highest 3 Year Return |
5.7% |
* These figures relate to simulated data not actual portfolio performance
Asset Allocation
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