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SEI Monthly Update - February

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February Market Performance Source: SEI, Bloomberg, MSCI, FTSE/Russell, JP Morgan, ICE BofA. Past performance does not guarantee future results. All figures as at 29 February 2024. In GBP terms. Equity indices include; World: MSCI World, US: Russell 1000, Global Small Cap: MSCI World Small Cap, UK: FTSE All Share, Emerging Markets: MSCI Emerging Markets. Bond indices include; Global Gov. Bonds: Bloomberg Global Treasury, Global Corp Bonds: Bloomberg Global Agg, High Yield: ICE BofA US High Yield Constrained, Emerging Market Debt: JPM EMBI Global Diversified Index. Alternative indices include; Hedge Funds: Eureka Hedge Fund Index, Commodities: Bloomberg Commodity TR Hedge to GBP. SEI Performance Portfolio 1 Month 3 Month YTD 1 Year 3 Year (Ann) 5 Year (Ann) Total Return (since inception) Max Drawdown (since inception) SEI Defensive 0.18 1.88 0.30 4.19 0.66 0.77 24.94 -5.28 SEI Conservative 0.42 2.80 0.59 3.75 1.15 1.23 45.39 -6.83 SEI Moderate 0.74 3.77 1.01 4.03 2.56 2.11 73.81 -10.00 SEI Core 1.67 5.33 1.65 6.37 3.18 3.66 110.41 -12.75 SEI Balanced 2.41 6.35 2.50 7.45 5.03 5.09 146.65 -15.74 SEI Growth 3.20 7.67 3.52 8.88 6.83 6.41 185.27 -18.50 SEI Aggressive 4.14 9.12 4.86 10.16 9.48 8.34 251.05 -21.45 As of 29/2/2024. Fund Inception: 19/2/2010. Net of fees, Sterling Wealth A Distributing share class. Past performance does not guarantee future results. -2% -1% 0% 1% 2% 3% 4% 5% 6% 7% Commodities Hedge Funds High Yield Emerging Debt Global Corp Bonds Global Gov. Bonds Emerging Equity UK Equity Global Small Cap US Equity Global Equity Performance Equity Bonds Alternatives For use by advisers of regulated intermediaries in the UK in acceptance with all applicable laws and regulations

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