Your Performance Review.
A Year in Review
1st April 2024 - 31st March 2025**
5.27%
-0.62%
5.79%
Global Bonds U.K Bonds Emerging
Markets Equity
-20%
-10%
0%
10%
20%
30%
Returns
4.99%
SEI Moderate
Asset Class
7.24%
10.46%
4.76%
9.87%
Hedge Funds U.K Equity Global Equity Commodities
SEI Moderate Fund
1st April 2024 - 31st March 2025**
Mar
2024
May
2024 Jul 2024
Sep
2024
Nov
2024
Jan
2025
Mar
2025
-2
0
2
4
6
8
10
Performance
(%)
SEI Moderate Fund (since inception)**
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
0
20
40
60
80
Performance
(%)
3 month 6 month 1 year 3 year* 5 year* 7 year* 10 year*
SEI Moderate Fund 1.22% 1.37% 4.99% 2.64% 4.35% 2.75% 3.11%
Standardised Performance (net of fees and expenses)**
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
6.86% 3.48% -4.48% 6.12% -1.01% 8.50% -3.07% 3.90% 13.27% 0.50%
*Annualised Performance
**Source: All Data - SEI IMU DataPortal, as at 31st December 2024. Net of fees, Sterling Wealth A Distributing share class. Net Asset
Values rebased at 0 at start of period. Past performance does not predict future returns. Currency = £. Inception Date: February
2010.
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