View Lexo 10 | View Lexo 20 | View Lexo 30 | View Lexo 40 | View Lexo 50 | View Lexo 60 | View Lexo 70 | View Lexo 80 | View Lexo 90 | View Lexo 100
Lexo 30
A moderate or balanced investment strategy reflects your desire to seek the potential for growth. You’re moderately tolerant of risk and plan to invest for a medium/long period of time.
Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.
FUND STATISTICS AS OF December 2019
Number of Holding |
10986 |
Annualized Standard Deviation |
4.16% |
Ongoing Charges Figure |
0.31% |
Last 1 Year |
7.28% |
Last 3 Years |
3.25% |
Last 5 Years |
4.83% |
Last 10 Years |
5.47%* |
Last 20 Years |
6.18%* |
Lowest 1 Year Return |
-1.73% |
Highest 1 Year Return |
15.89% |
Lowest 3 Year Return |
2.78% |
Highest 3 Year Return |
7.52% |
* These figures relate to simulated data not actual portfolio performance
Asset Allocation
Hover over segment for details
Lexo is a trading name of Lexington Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority under reference number 440099.