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
6.68%
SEI
Conservative
Asset Class
8.05%
24.02%
12.75%
7.83%
Hedge Funds U.K Equity Global Equity Commodities
SEI Conservative Fund
1st January 2025 - 31st December 2025**
Jan
2025
Mar
2025
May
2025 Jul 2025
Sep
2025
Nov
2025
-2
0
2
4
6
8
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
80
Performance
(%)
3 month 6 month 1 year 3 year* 5 year* 7 year* 10 year*
SEI Conservative Fund 1.67% 3.74% 6.68% 5.11% 2.66% 2.73% 2.81%
Standardised Performance (net of fees and expenses)**
2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
6.68% 5.42% 3.29% -4.91% 3.25% 0.16% 5.73% -2.05% 2.31% 9.06%
*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.
4
