SEI Core GBP Wealth A Dist

Ranked 105 out of 127 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of The SEI Core Fund is to provide the opportunity for capital growth and income in line with global equity and fixed income markets whilst seeking to manage the respective risks. In order to achieve this objective the Fund relies on the principles of diversification across asset categories which are combined to balance between income and growth. The Fund has at its core an allocation to traditional equities, lower beta equities and fixed income securities with additional exposure to return-enhancing assets within the fixed income asset class.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/05/2018 - 31/05/2019
  • Rank 105/127 Total Return
  • Rank 117/127 Standard Deviation
  • Rank 120/127 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 -5.6% -2.7% 2.5% 0.8% -6.1%
2017 7.1% 2.8% -0.1% 1.6% 2.7%
2016 16.5% 2.2% 5.0% 5.6% 2.7%
2015 1.3% 4.5% -2.4% -3.2% 2.5%
2014 5.5% 0.9% 1.2% 0.8% 2.6%
2013 10.9% 6.6% -0.7% 1.6% 3.1%
2012 9.5% 4.5% -0.5% 2.7% 2.5%
2011 -0.3% 1.2% 1.1% -6.5% 4.3%
2010 -4.4% 6.2% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
SEI Strategic Portfolios Core 99.79%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/02/2010
  • Share Class size504Mn
  • Base currencyUnits
  • ISIN IE00B62XK082

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.00%

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