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 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 December 2019
Number of Holding |
10986 |
Annualized Standard Deviation |
4.95% |
Ongoing Charges Figure |
0.33% |
Last 1 Year |
8.85% |
Last 3 Years |
3.78% |
Last 5 Years |
5.65% |
Last 10 Years |
5.83%* |
Last 20 Years |
6.56%* |
Lowest 1 Year Return |
-2.70% |
Highest 1 Year Return |
19.25% |
Lowest 3 Year Return |
3.22% |
Highest 3 Year Return |
8.61% |
* 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.