Do you need your money to work harder for your Retirement?, Future?, Children?, Lifestyle?

 

Lexo 20

Lexo ESG 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 May 2021

Number of Holding

20493

Annualized Standard Deviation

3.82%

Ongoing Charges Figure

0.17%


Last 1 Year

7.3%

Last 3 Years

3.9%

Last 5 Years

4.6%*

Last 10 Years

4.5%*


Lowest 1 Year Return

-1.7%

Highest 1 Year Return

12.6%

Lowest 3 Year Return

0.7%

Highest 3 Year Return

6.5%

* These figures relate to simulated data not actual portfolio performance

Asset Allocation

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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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