Your Performance Review.
A Year in Review
1st October 2024 - 30th September 2025**
3.98%
-0.39%
16.90%
Global Bonds U.K Bonds Emerging
Markets Equity
-20%
-10%
0%
10%
20%
30%
Returns
6.36%
SEI Moderate
Asset Class
8.07%
16.17%
16.82%
8.47%
Hedge Funds U.K Equity Global Equity Commodities
SEI Moderate Fund
1st October 2024 - 30th September 2025**
Sep
2024
Nov
2024
Jan
2025
Mar
2025
May
2025 Jul 2025
Sep
2025
-4
-2
0
2
4
6
8
10
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 2.91% 4.92% 6.36% 6.52% 4.09% 3.03% 3.98%
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 September 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
