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Lexo 60
A growth investment strategy reflects your desire to seek potential investment growth as well as your tolerance for market fluctuations and risk. You’re probably planning to invest over a long period of time.
Click here to access the Key Investor Information Documents (KIID) for each fund within this portfolio.
FUND STATISTICS AS OF July 2019
Number of Holding |
10986 |
Annualized Standard Deviation |
6.89% |
Ongoing Charges Figure |
0.37% |
Last 1 Year |
4.24% |
Last 3 Years |
7.93% |
Last 5 Years |
7.72% |
Last 10 Years |
8.77%* |
Last 20 Years |
6.71%* |
Lowest 1 Year Return |
-4.64% |
Highest 1 Year Return |
26.09% |
Lowest 3 Year Return |
4.01% |
Highest 3 Year Return |
11.81% |
* 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.