SEI SGAF Defensive GBP Wealth Inc A

Ranked 310 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective of the Fund is to protect against a significant loss of capital and provide the opportunity for income and capital growth.The Fund invests across different asset classes to balance the risk of capital loss and growth. This diversification can help to mitigate the effects of a falling market in any single asset class. The Fund mainly invests in Sterling priced short term (397 days) bonds and global short duration bonds. The Fund may also invest in longer term government and corporate bonds, low volatility companies and commodity-linked investments.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.5%
2018 -1.4% -0.7% 0.0% 0.2% -0.8%
2017 0.8% 0.5% -0.2% 0.1% 0.4%
2016 4.8% 1.7% 2.1% 1.1% -0.1%
2015 -0.6% 1.1% -1.0% -0.6% -0.1%
2014 2.7% 0.8% 0.8% 0.3% 0.8%
2013 0.9% 1.3% -0.9% 0.0% 0.6%
2012 2.5% 0.3% 1.2% 0.6% 0.4%
2011 3.2% 0.7% 1.0% 0.4% 1.1%
2010 0.8% 2.2% 0.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
SEI SGAF Defensive GBP Wealth Inc A 99.77%
31/03/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date02/02/2010
  • Share Class size13Mn
  • Base currencyUnits
  • ISIN IE00B6145K75

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.55%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).