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Lexo 10

An investment strategy that 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.

Lexo Core 10

Number of Holding

14,508

Annualised Standard Deviation

2.68

Ongoing Charges Figure

0.25

Last 1 Year

-0.40

Last 3 Years

-0.82

Last 5 Years

-0.50

Last 10 Years

1.44

Highest 1 Year Return

10.26

Lowest 1 Year Return

-8.57

Highest 3 Year Return

6.45

Lowest 3 Year Return

-1.61

 

Last Updated: September 2023

Asset Allocation

Lexo Core Plus 10

Number of Holding

22,398

Annualised Standard Deviation

3.63

Ongoing Charges Figure

0.26

Last 1 Year

1.52

Last 3 Years

-1.03

Last 5 Years

-

Highest 1 Year Return

6.71

Lowest 1 Year Return

-9.74

Highest 3 Year Return

3.03

Lowest 3 Year Return

-1.95

 

Last Updated: September 2023

Asset Allocation

Lexo Sustainable 10

Number of Holding

10494

Annualised Standard Deviation

5.64

Ongoing Charges Figure

0.27

Last 1 Year

-0.70

Last 3 Years

Last 5 Years

Lowest 1 Year Return

-8.11

Highest 1 Year Return

-0.34

Lowest 3 Year Return

Highest 3 Year Return

Asset Allocation

KIIDs

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Lexo Core

Dimensional UK Core Equity Fund
Dimensional International ex UK Core Equity Fund
Dimensional Emerging Markets Core Equity Fund
Dimensional Global Core Fixed Income Fund
Dimensional Global Short-Dated Bond Fund
Dimensional Global Short-Term Investment
Dimensional Global Ultra-Short Fixed Income Fund

Last Updated May 2023

Lexo Core Plus

Dimensional UK Core Equity Fund
Dimensional Global Targeted Value Fund
Dimensional International ex UK Core Equity Fund
Dimensional Emerging Markets Core Equity Fund
Dimensional Emerging Markets Targeted Value Fund
Dimensional Global Core Fixed Income Fund
Dimensional Global Short-Dated Bond Fund
Dimensional Global Short-Term Investment Grade Fixed Income Fund
Dimensional Global Ultra-Short Fixed Income Fund

Last Updated May 2023

Lexo Sustainable

Dimensional Global Sustainability Core Equity Fund
Dimensional Emerging Markets Sustainability Core Equity Fund
Dimensional Global Sustainability Fixed Income Fund
Dimensional Global Sustainability Short Fixed Income Fund

Last Updated May 2023

Please note: The above allocations will drift over time meaning the portfolio is a live portfolio and when you invest you will invest in the live allocation at that time which may be slightly different from the above allocation.