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Lexo 40

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Lexo 40

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 August 2017

Number of Holding

10986

Annualized Standard Deviation

6.35%*

Ongoing Charges Figure

0.35%

Last 1 Year

7.93%

Last 3 Years

7.78%

Last 5 Years

7.80%

Last 10 Years

6.63%*

Last 20 Years

6.77%*

Lowest 1 Year Return

-10.80%*

Highest 1 Year Return

24.10%*

Lowest 3 Year Return

-1.58%*

Highest 3 Year Return

13.40%*
* 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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