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Lexo 90
An aggressive growth investment strategy reflects your desire for potentially substantial investment growth as well as your tolerance for large market fluctuations and increased risk of loss. You’re probably planning on investing 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 |
10.08% |
Ongoing Charges Figure |
0.43% |
Last 1 Year |
4.04% |
Last 3 Years |
10.61% |
Last 5 Years |
9.88% |
Last 10 Years |
11.20%* |
Last 20 Years |
7.51%* |
Lowest 1 Year Return |
-8.77% |
Highest 1 Year Return |
36.60% |
Lowest 3 Year Return |
5.17% |
Highest 3 Year Return |
16.70% |
* 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.