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
7.02%
SEI Core
Asset Class
7.25%
11.16%
7.24%
-2.43%
Hedge Funds U.K Equity Global Equity Commodities
SEI Core 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
Performance
(%)
SEI Core Fund (since inception)**
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
-20
5
30
55
80
105
130
155
Performance
(%)
3 month 6 month 1 year 3 year* 5 year* 7 year* 10 year*
SEI Core Fund 3.52% 3.28% 7.02% 6.05% 5.05% 3.76% 4.81%
Standardised Performance (net of fees and expenses)**
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
8.40% 6.83% -7.92% 9.14% 1.89% 11.76% -5.59% 7.12% 16.49% 1.30%
*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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