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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 November 2018
Number of Holding |
10986 |
Annualized Standard Deviation |
4.11% |
Ongoing Charges Figure |
0.31% |
Last 1 Year |
0.34% |
Last 3 Years |
6.09% |
Last 5 Years |
4.79% |
Last 10 Years |
6.09%* |
Last 20 Years |
6.22%* |
Lowest 1 Year Return |
-0.75% |
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
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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.