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NIKKEI 225
40,913.65
+332.89(+0.82%)
HANG SENG
18,000.75
+22.18(+0.12%)
CRUDE OIL
83.28
-0.60(-0.72%)
GOLD FUTURES
2,369.40
0.00(0.00%)
DOW
39,308.00
-23.90(-0.06%)
Bitcoin GBP
46,038.67
-1,829.50(-3.82%)

Money

What to do with an inheritance

For many, an inheritance represents a once in a lifetime opportunity

Quilter InvestorsCiriliumAdvntursAGBPAcc (0P0001A3GR.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)

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124.49

-0.14

(-0.11%)

At close: 09:00PM BST

Risk overview

Morningstar risk rating★★★★★

Number of years up4

Number of years down2

Best 1-yr total return (3 Jul 2024)14.25%

Worst 1-yr total return (3 Jul 2024)N/A

Risk statistics

3 years

0P0001A3GR.LCategory average

5 years

0P0001A3GR.LCategory average

10 years

0P0001A3GR.LCategory average

Alpha

-6.77N/A

-5.45N/A

N/AN/A

BETA

1.01N/A

1.17N/A

N/AN/A

Mean annual return

0.08N/A

0.42N/A

N/AN/A

R-squared

77.21N/A

84.34N/A

N/AN/A

Standard deviation

11.13N/A

14.95N/A

N/AN/A

Sharpe ratio

-0.16N/A

0.22N/A

N/AN/A

Treynor ratio

-2.36N/A

1.93N/A

N/AN/A

NIKKEI 22540,913.65+332.89(+0.82%)

HANG SENG18,000.75+22.18(+0.12%)

CRUDE OIL83.28-0.60(-0.72%)

GOLD FUTURES2,369.400.00(0.00%)

DOW39,308.00-23.90(-0.06%)

Bitcoin GBP46,038.67-1,829.50(-3.82%)

What to do with an inheritance

Quilter InvestorsCiriliumAdvntursAGBPAcc (0P0001A3GR.L)

Risk overview

Risk statistics

NIKKEI 225
40,913.65
+332.89(+0.82%)

HANG SENG
18,000.75
+22.18(+0.12%)

CRUDE OIL
83.28
-0.60(-0.72%)

GOLD FUTURES
2,369.40
0.00(0.00%)

DOW
39,308.00
-23.90(-0.06%)

Bitcoin GBP
46,038.67
-1,829.50(-3.82%)