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
6.72%
SEI Moderate
Asset Class
7.25%
11.16%
7.24%
-2.43%
Hedge Funds U.K Equity Global Equity Commodities
SEI Moderate Fund
1st July 2024 - 30th June 2025**
Jun
2024
Aug
2024
Oct
2024
Dec
2024
Feb
2025
Apr
2025
Jun
2025
-1
1
3
5
7
Performance
(%)
SEI Moderate Fund (since inception)**
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
0
20
40
60
80
100
120
Performance
(%)
3 month 6 month 1 year 3 year* 5 year* 7 year* 10 year*
SEI Moderate Fund 1.96% 3.20% 6.72% 4.40% 3.55% 2.75% 3.51%
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 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
