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
5.75%
SEI
Conservative
Asset Class
7.25%
11.16%
7.24%
-2.43%
Hedge Funds U.K Equity Global Equity Commodities
SEI Conservative Fund
1st July 2024 - 30th June 2025**
Jun
2024
Aug
2024
Oct
2024
Dec
2024
Feb
2025
Apr
2025
Jun
2025
-1
0
1
2
3
4
5
6
7
Performance
(%)
SEI Conservative Fund (since inception)**
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
0
10
20
30
40
50
60
70
Performance
(%)
3 month 6 month 1 year 3 year* 5 year* 7 year* 10 year*
SEI Conservative Fund 1.53% 0.83% 5.75% 3.52% 2.33% 1.98% 2.38%
Standardised Performance (net of fees and expenses)**
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
5.42% 3.29% -4.91% 3.25% 0.16% 5.73% -2.05% 2.31% 9.06% -0.22%
*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.
4
