Issue link: https://info.seic.com/i/1537679
Calendar Year Returns Portfolio 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 SEI Defensive 3.49 3.96 -3.91 0.85 0.64 3.03 -1.38 0.77 4.83 -0.63 SEI Conservative 4.65 3.29 -4.91 3.25 0.16 5.73 -2.05 2.31 9.06 -0.22 SEI Moderate 6.15 3.48 -4.48 6.12 -1.01 8.50 -3.07 3.90 13.27 0.50 SEI Core 7.82 6.83 -7.92 9.14 1.58 11.76 -5.59 7.12 16.49 1.30 SEI Balanced 10.00 7.89 -6.71 12.37 1.46 13.70 -7.09 9.26 19.46 2.01 SEI Growth 12.39 9.03 -5.81 15.28 1.14 15.69 -8.50 11.38 22.51 3.11 SEI Aggressive 16.13 10.02 -3.50 19.56 0.74 18.04 -9.26 13.59 23.60 5.11 Performance as at 31/05/2025. Fund inception: 19/02/2010. Net of fees, Sterling Wealth A Distributing share class. Past performance does not predict future returns. Important information This is a Marketing Communication Past Performance does not predict future returns. Standardised performance is available upon request. All data is as of 31 May 2025 unless noted. Asset class performance discussed is based on the majority SEI fund underlying the asset class. This does not include analysis of the manager pools, hedged share class investments within SEI Funds, additional SEI funds or any third-party funds within the Strategic Portfolios. As a result, performance for the total asset class allocation may vary. Not all asset classes discussed are included in all Strategic Portfolios. The SEI Global Assets Fund Plc (the "SEI Funds") are structured as open-ended collective investment schemes and are authorised in Ireland by the Central Bank as a UCITS pursuant to the UCITS Regulations. The SEI Funds are managed by SEI Investments, Global Ltd ("SIGL"). SIGL has appointed SEI Investments (Europe) Ltd ("SIEL"), an affiliate of SIGL, (together "SEI") to provide general distribution services in relation to the SEI Funds either directly or through the appointment of other sub - distributors. SIEL is authorised and regulated by the Financial Conduct Authority in the United Kingdom. The SEI Funds may not be marketed to the general public except in jurisdictions where the funds have been registered by the relevant regulator. The matrix of the SEI fund registrations can be found here seic.com/GlobalFundRegistrations. This material is not directed to any persons where (by reason of that person's nationality, residence or otherwise) the publication or availability of this material is prohibited. Persons in respect of whom such prohibitions apply must not rely on this information in any respect whatsoever. Investment in the funds or products described herein are available only to intended recipients and this communication must not be relied or acted upon by anyone who is not an intended recipient. Whilst considerable care has been taken to ensure the information contained within this document is accurate and up-to- date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. The SEI UK Strategic Portfolios are a series of the SEI Funds and may invest in a combination of other SEI and Third-Party Funds as well as in additional manager pools based on asset classes. These manager pools are pools of assets from the respective Strategic Portfolio separately managed by Portfolio Managers which are monitored by SEI. One cannot directly invest in these manager pools. For use by advisers of regulated intermediaries in the UK in acceptance with all applicable laws and regulations