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
4.99%
SEI
Conservative
Asset Class
8.07%
16.17%
16.82%
8.47%
Hedge Funds U.K Equity Global Equity Commodities
SEI Conservative Fund
1st October 2024 - 30th September 2025**
Sep
2024
Nov
2024
Jan
2025
Mar
2025
May
2025 Jul 2025
Sep
2025
-1
0
1
2
3
4
5
6
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 2.04% 3.61% 4.99% 5.25% 2.65% 2.17% 2.70%
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 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
