Your Performance Review.
A Year in Review
1st July 2024 - 30th June 2025**
6.69%
2.38%
6.35%
Global Bonds U.K Bonds Emerging
Markets Equity
-20%
-10%
0%
10%
20%
30%
Returns
7.75%
SEI Balanced
Asset Class
7.25%
11.16%
7.24%
-2.43%
Hedge Funds U.K Equity Global Equity Commodities
SEI Balanced Fund
1st July 2024 - 30th June 2025**
Jun
2024
Aug
2024
Oct
2024
Dec
2024
Feb
2025
Apr
2025
Jun
2025
-4
-2
0
2
4
6
8
10
12
Performance
(%)
SEI Balanced Fund (since inception)**
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
-25
0
25
50
75
100
125
150
175
200
Performance
(%)
3 month 6 month 1 year 3 year* 5 year* 7 year* 10 year*
SEI Balanced Fund 4.29% 3.39% 7.75% 7.59% 6.89% 4.80% 6.06%
Standardised Performance (net of fees and expenses)**
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
10.49% 7.90% -6.70% 12.37% 1.76% 13.70% -7.09% 9.26% 19.46% 2.01%
*Annualised Performance
**Source: All Data - SEI IMU DataPortal, as at 30th June 2025. 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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