lexo logo

Lexo 20

An investment strategy reflecting 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 20

Number of Holding

14,507

Annualised Standard Deviation

3.79

Ongoing Charges Figure

0.25

Last 1 Year

0.42

Last 3 Years

0.94

Last 5 Years

0.39

Last 10 Years

2.54

Highest 1 Year Return

14.27

Lowest 1 Year Return

-7.45

Highest 3 Year Return

7.89

Lowest 3 Year Return

-0.51

 

Last Updated: September 2023

Asset Allocation

Lexo Core Plus 20

Number of Holding

22,398

Annualised Standard Deviation

4.90

Ongoing Charges Figure

0.27

Last 1 Year

1.49

Last 3 Years

0.27

Last 5 Years

-

Highest 1 Year Return

11.90

Lowest 1 Year Return

-9.52

Highest 3 Year Return

4.88

Lowest 3 Year Return

-0.86

 

Last Updated: September 2023

Asset Allocation

Lexo Sustainable 20

Number of Holding

10494

Annualised Standard Deviation

6.47

Ongoing Charges Figure

0.27

Last 1 Year

-0.50

Last 3 Years

Last 5 Years

Lowest 1 Year Return

-8.48

Highest 1 Year Return

-0.09

Lowest 3 Year Return

Highest 3 Year Return

Asset Allocation

KIIDs

Click to download

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