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Multi-asset strategies

Our Multi-Asset Funds seek an alternative and differentiated way to invest. By blending asset classes based on the objective of the strategy, Multi-Asset Funds seek to improve upon the traditional asset-class approach to portfolio construction.

Why use a multi-asset approach?

Organizing strategies around investment objectives allows investors to construct more efficient portfolios for attaining their goals compared to the traditional asset-class approach. A multi-asset approach can benefit investors by:

  • Enhancing diversification benefits, including risk reduction, by harnessing non-traditional asset classes
  • Effectively addressing evolving market conditions through dynamic risk management
  • Providing return from varying sources which makes each strategy less dependent on any single asset class

Different strategies for different objectives

The variety of asset class exposures is designed to enable each strategy to provide more consistent returns across different economic environments.

It can be helpful to think about our objective-based strategies as seeking to manage the distinct risks that investors will confront in reaching their goals. Looking at their specific investment objectives, our multi-asset strategies include:

FundObjectiveTicker
Multi-Asset Inflation Managed FundSeeks total return exceeding the rate of inflationSLFYX
Multi-Asset Income FundSeeks total return with an emphasis on current incomeSLIYX
Multi-Asset Accumulation FundSeeks total return, including capital appreciation and incomeSMOYX
Multi-Asset Capital Stability FundSeeks to manage risk of loss while providing current income and an opportunity for capital appreciation SMLYX
Multi-Strategy Alternative FundSeeks to generate absolute return with reduced correlation to conventional stock and bond markets.SMUYX

 

Our Multi-Asset Strategies are centered on a well-designed and optimized asset allocation, allowing investors to construct more efficient portfolios while seeking to mitigate risk.

 


Important Information:

SEI Investments Management Corporation (SIMC) is the adviser to the SEI Funds, which are distributed by SEI Investments Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.

For those SEI Funds which employ the ‘manager of managers’ structure, SIMC has ultimate responsibility of the investment performance of the Fund due to is responsibility to oversee the sub-advisers and recommend their hiring, termination and replacement.

There are risks involved with investing including the lost of principal. There is no guarantee that the objectives of any strategy or fund will be met. No investment strategy, including diversification, can protect against market risk or loss. Holdings are subject to change. The Fund uses investment techniques with risks that are different from the risks ordinarily associated with fixed income and equity investments. International investments involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Smaller companies and narrowly focused investments typically exhibit higher volatility. Investments in commodity-linked securities may be more volatile and less liquid than direct investments in the underlying commodities themselves. Commodity-related equity returns can also be affected by the issuer’s financial structure or the performance of unrelated businesses. The primary risk of derivative instruments is that changes in the market value of securities held by the Fund and of the derivative instruments relating to those securities may not be proportionate. Derivatives and swaps are also subject to illiquidity and counterparty risk. Bonds and bond funds will decrease in value as interest rates rise. High yield securities may be more volatile and be subject to greater levels of credit or default risk. The Fund may invest up to 25% of its assets in master limited partnerships, which may lack liquidity and have a negative effect on Fund performance.

To determine if the Funds are appropriate investments for you, carefully consider the funds’ investment objectives, risks, and charges and expenses. This and other information can be found in the funds’ prospectus, and summary prospectus, which can be obtained by calling 1-800-DIAL-SEI. Read them carefully before investing.

• Not FDIC Insured • No Bank Guarantee • May Lose Value©