SEI is taking fee-based to a whole new level.
Our Class F Funds give you more choice with cost-efficient fees.
Your clients are looking for choice, but also want value.
That’s why we’re excited to share that these four manager-of-manager asset class funds ̶ with competitive management fees ̶ are available to you and your clients.
International Equity and Emerging Markets Equity Funds
International equities play an important role in a well-diversified total portfolio. While home-country bias is prevalent everywhere, it can be particularly glaring in Canada. Canadian equities are a key holding for investors seeking capital growth, however, they largely share the same set of macroeconomic, regulatory and industry exposures. Investors can diversify these risks substantially by including stocks from the EAFE (Europe, Australasia, and the Far East). Find out how.
U.S. High Yield Bond Fund
High yield carries significantly less risk than equities and is not perfectly correlated to either investment-grade bonds or equities. While rising rates are generally a headwind for fixed income, high yield can be expected to outperform investment-grade bonds when interest rates rise since the asset class is less sensitive to interest rates due to its relatively shorter maturity and higher coupons. Our typical recommended exposure to high yield, may contribute positively to overall expected portfolio risk-adjusted returns. Explore this award-winning fund.
Global Managed Volatility Fund
Investors who prefer to be at the lower end of the risk/return, Global Managed Volatility spectrum are more concerned about the risk of losing money than the risk of underperforming some market index. Lower-volatility stocks typically deliver market-like returns over the long-term, considerably less volatility and smaller drawdowns than the market as a whole. As a pioneer in this space, we believe our strategy can, over time, provide about a 25% reduction in volatility compared to broad-market indexes. Read on.
Canadian Fixed Income Fund
Investors may question why they should allocate to investment-grade fixed income. Often, this comes down to the lower long-term return expectations of bonds vs equities. To the extent that inflation and/or interest rates are expected to rise, those expectations will already be factored into bond prices. In fact, investment-grade bonds rarely have a negative year. Learn more.
To learn how to add SEI’s F Class Funds to your clients’ portfolios, contact your relationship manager at 855-734-1188 or seicanada@seic.com.
Important Information
SEI Investments Canada Company, a wholly owned subsidiary of SEI Investments Company, is the Manager of the SEI Funds in Canada.
The information contained herein is for general and educational information purposes only and is not intended to constitute legal, tax, accounting, securities, research or investment advice regarding the Funds or any security in particular, nor an opinion regarding the appropriateness of any investment. This information should not be construed as a recommendation to purchase or sell a security, derivative or futures contract. You should not act or rely on the information contained herein without obtaining specific legal, tax, accounting and investment advice from an investment professional. This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. There is no assurance as of the date of this material that the securities mentioned remain in or out of the SEI Funds.
This material may contain “forward-looking information” (“FLI”) as such term is defined under applicable Canadian securities laws. FLI is disclosure regarding possible events, conditions or results of operations that is based on assumptions about future economic conditions and courses of action. FLI is subject to a variety of risks, uncertainties and other factors that could cause actual results to differ materially from expectations as expressed or implied in this material. FLI reflects current expectations with respect to current events and is not a guarantee of future performance. Any FLI that may be included or incorporated by reference in this material is presented solely for the purpose of conveying current anticipated expectations and may not be appropriate for any other purposes.
Information contained herein that is based on external sources is believed to be reliable, but is not guaranteed by SEI Investments Canada Company, and the information may be incomplete or may change without notice. Index returns are for illustrative purposes only, and do not represent actual performance of an SEI Fund.
Index returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. The portfolio managers or the allocations of assets to a particular portfolio manager are subject to change from time to time at the Manager’s discretion.
There are risks involved with investing, including loss of principal. Diversification may not protect against market risk. There may be other holdings which are not discussed that may have additional specific risks. In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavourable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Bonds and bond funds will decrease in value as interest rates rise.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.