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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 November 2018
Number of Holding |
10986 |
Annualized Standard Deviation |
4.87% |
Ongoing Charges Figure |
0.33% |
Last 1 Year |
0.27% |
Last 3 Years |
7.23% |
Last 5 Years |
5.52% |
Last 10 Years |
6.99%* |
Last 20 Years |
6.78%* |
Lowest 1 Year Return |
-1.10% |
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
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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.