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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 July 2019
Number of Holding |
10986 |
Annualized Standard Deviation |
3.17% |
Ongoing Charges Figure |
0.27% |
Last 1 Year |
4.61% |
Last 3 Years |
3.28% |
Last 5 Years |
3.99% |
Last 10 Years |
4.42%* |
Last 20 Years |
4.79%* |
Lowest 1 Year Return |
-2.07% |
Highest 1 Year Return |
10.08% |
Lowest 3 Year Return |
1.65% |
Highest 3 Year Return |
5.60% |
* These figures relate to simulated data not actual portfolio performance
Asset Allocation
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Lexo is a trading name of Lexington Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority under reference number 440099.