4 SEI Stability-Focused Strategies
Risk controls
Each strategy has a maximum drawdown target. The holdings in each portfolio reflect the target,
with the mix of investments chosen accordingly. While realized drawdowns may exceed these
levels, managers continually monitor the portfolios and employ a dynamic risk-mitigation process
in an effort to minimize drawdowns when they begin to approach their targets.
Dynamic asset allocation
The SIMT Multi-Asset Capital Stability Fund takes a distinctive stance compared to traditional
defensive strategies. Rather than relying predominantly on income assets, the Fund embraces
a dynamic multi-asset approach, designed to capture upside in various market conditions. The
Fund's historical allocation trends reflect an adaptable investment strategy, which we believe
enables a swift response to evolving market conditions.
SIMT Multi-Asset Capital Stability Fund - Allocations through time (%)
Dec- Dec- Dec- Dec- Dec- Dec-
Cash
Government Bonds
Equity/Credit
To help keep your goals on track and minimize
concerns of making the wrong move at the wrong
time, we created our Stability-Focused Strategies.
Source: SEI. Data spans 12/1/2018 - 12/31/2023. For illustrative purposes only.
