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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.
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FUND STATISTICS AS OF December 2017
Number of Holding |
10986 |
Annualized Standard Deviation |
6.31%* |
Ongoing Charges Figure |
0.35% |
Last 1 Year |
5.53% |
Last 3 Years |
7.52% |
Last 5 Years |
7.42% |
Last 10 Years |
6.36%* |
Last 20 Years |
6.77%* |
Lowest 1 Year Return |
-10.77%* |
Highest 1 Year Return |
24.06%* |
Lowest 3 Year Return |
-1.54%* |
Highest 3 Year Return |
13.40%* |
* These figures relate to simulated data not actual portfolio performance
Asset Allocation
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