Your Performance Review.
A Year in Review
1st January 2025 - 31st December 2025**
6.35%
5.49%
24.37%
Global Bonds U.K Bonds Emerging
Markets Equity
-10%
0%
10%
20%
30%
40%
Returns
8.36%
SEI Moderate
Asset Class
8.05%
24.02%
12.75%
7.83%
Hedge Funds U.K Equity Global Equity Commodities
SEI Moderate Fund
1st January 2025 - 31st December 2025**
Dec
2024
Feb
2025
Apr
2025
Jun
2025
Aug
2025
Oct
2025
Dec
2025
-4
-2
0
2
4
6
8
10
12
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 2.04% 5.00% 8.36% 6.21% 3.96% 3.87% 4.05%
Standardised Performance (net of fees and expenses)**
2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
8.36% 6.86% 3.48% -4.48% 6.12% -1.01% 8.50% -3.07% 3.90% 13.27%
*Annualised Performance
**Source: All Data - SEI IMU DataPortal, as at 31st December 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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