Mail

UK markets open in 4 hours 21 minutes

NIKKEI 225
38,342.02
+789.86(+2.10%)
HANG SENG
17,057.69
+228.76(+1.36%)
CRUDE OIL
83.31
-0.05(-0.06%)
GOLD FUTURES
2,332.30
-9.80(-0.42%)
DOW
38,503.69
+263.71(+0.69%)
Bitcoin GBP
53,427.52
-225.18(-0.42%)

What is the true cost of the UK state pension?

To get a sense of the true value of the state pension, you can look at how much you would need to save to match it yourself

Sterling Capital Equity Income R6 (STREX)

Nasdaq - Nasdaq Delayed price. Currency in USD

Add to watchlist

26.99

+0.11

(+0.41%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★

Number of years up4

Number of years down1

Best 1-yr total return (18 Apr 2024)28.18%

Worst 1-yr total return (18 Apr 2024)N/A

Risk statistics

3 years

STREXCategory average

5 years

STREXCategory average

10 years

STREXCategory average

Alpha

1.43-0.06

-0.6-0.05

-0.7-0.03

BETA

0.80.01

0.910.01

0.920.01

Mean annual return

10.01

1.170.01

0.980.01

R-squared

82.770.88

87.780.87

87.560.88

Standard deviation

15.460.2

17.850.16

14.860.15

Sharpe ratio

0.590.01

0.660.01

0.690.01

Treynor ratio

10.510.11

12.040.11

10.530.1

NIKKEI 22538,342.02+789.86(+2.10%)

HANG SENG17,057.69+228.76(+1.36%)

CRUDE OIL83.31-0.05(-0.06%)

GOLD FUTURES2,332.30-9.80(-0.42%)

DOW38,503.69+263.71(+0.69%)

Bitcoin GBP53,427.52-225.18(-0.42%)

What is the true cost of the UK state pension?

Sterling Capital Equity Income R6 (STREX)

Risk overview

Risk statistics

NIKKEI 225
38,342.02
+789.86(+2.10%)

HANG SENG
17,057.69
+228.76(+1.36%)

CRUDE OIL
83.31
-0.05(-0.06%)

GOLD FUTURES
2,332.30
-9.80(-0.42%)

DOW
38,503.69
+263.71(+0.69%)

Bitcoin GBP
53,427.52
-225.18(-0.42%)