Issue link: https://info.seic.com/i/1542859
Q4 Market Performance Source: SEI, Bloomberg, MSCI, FTSE/Russell, JP Morgan, ICE BofA. Past performance does not guarantee future results. Index returns are for illustrative purposes only and do not represent actual fund performance. Index performance returns do not reflect any management fees, transactions costs or expenses. Indices are unmanaged and one cannot invest directly in an index. All figures as at 31 December 2025. In GBP terms. Equity indices include; World: MSCI World, US: Russell 1000, Global Small Cap: MSCI World Small Cap, UK: FTSE All Share, Emerging Markets: MSCI Emerging Markets. Bond indices include; Global Gov. Bonds: Bloomberg Global Treasury, Global Corp Bonds: Bloomberg Global Agg, High Yield: ICE BofA US High Yield Constrained, Emerging Market Debt: JPM EMBI Global Diversified Index. Alternative indices include; Hedge Funds: Eureka Institutional MultiStrategy, Commodities: Bloomberg Commodity TR Hedge to GBP. SEI Performance (%) Performance as at 31/12/2025. Fund Inception: 19/2/2010. Net of fees, Sterling Wealth A Distributing share class. Past performance does not predict future returns. -1% 0% 1% 2% 3% 4% 5% 6% Commodities Hedge Funds High Yield Emerging Debt Global Corp Bonds Global Gov. Bonds Emerging Equity UK Equity Global Small Cap US Equity Global Equity Performance Equity Bonds Alternatives Portfolio 3M 6M 1 Year 3 Year (Ann) 5 Year (Ann) 10 Year (Ann) SEI Defensive 1.16 2.67 5.33 4.50 2.03 1.79 SEI Conservative 1.67 3.74 6.68 5.11 2.66 2.81 SEI Moderate 2.04 5.00 8.36 6.21 3.96 4.05 SEI Core 2.91 7.55 11.08 8.75 5.27 5.65 SEI Balanced 3.28 9.03 12.73 10.34 7.09 7.05 SEI Growth 3.50 10.52 14.41 12.04 8.84 8.38 SEI Aggressive 3.90 12.47 16.59 14.26 11.48 10.08 For use by advisers of regulated intermediaries in the UK in acceptance with all applicable laws and regulations