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Strategic asset allocation funds

We’ve built our strategic asset allocation funds to maintain their strategic asset allocation over time.

The funds package our strategic asset allocation advice in a one-fund, one-line solution. Each asset allocation fund is constructed using our multi-manager asset class funds. Each provides a mix of asset classes, investment styles, and portfolio managers artfully combined into one comprehensive investment solution.

With exposure across equity, fixed income, and cash asset classes, these funds provide a core investment solution for a range of investment objectives.

Why invest in strategic asset allocation funds?

Built using a manager-of-managers framework, these funds leverage SEI’s investment philosophy and oversight, and provide access to specialist institutional managers not typically available to retail investors—all in a single fund.

The funds are monitored daily and automatically rebalanced to maintain the target asset allocation that we set.

You get all the benefits of a total portfolio solution in a single fund, including:

  • Broad diversification by asset class, geography, and investment style
  • Exposure to multiple specialist managers that are typically available only to large institutional investors
  • Ongoing monitoring and oversight of the underlying funds allows for adjustments to suit market conditions
  • Automatic portfolio rebalancing to help investors stay on track toward their goals
  • Simplicity and ease of transaction with one performance return
  • Low minimum investment amount of $1,000

Choose from the eight strategies, ranging from 100% fixed income to 100% equity, to align with a variety of investor goals.

*Relative to other SEI Asset Allocation Funds shown. Income 100Income 20/80Conservative Monthly Income Income 40/60Balanced Monthly IncomeGrowth 80/20Growth 100Balanced 60/40MORELESSMOREExpected return*Expected risk* Fixed IncomeForeign EquityCanadian Equity
  • Income 100 Fund – Designed to achieve long-term growth of capital and income primarily through investment in a diversified portfolio of fixed income securities.
  • Income 20/80 Fund – Designed to achieve long-term growth of capital and income primarily through investment in a diversified portfolio of fixed-income and equity securities.
  • Conservative Monthly Income Fund – Designed to achieve a balance of current income and long-term capital appreciation by investing in a diversified mix of equity and fixed income mutual funds with a bias to income.
  • Income 40/60 Fund – Designed to achieve long-term growth of capital and income through investment in a diversified portfolio of Canadian equity securities.
  • Balanced Monthly Income Fund – Designed to achieve a balance of long-term growth of capital and current income by investing in a diversified mix of equity and income mutual funds with a slight bias to equity.
  • Growth 80/20 Fund – Designed to achieve long-term growth of capital and income through investment in a diversified portfolio of Canadian equity securities.
  • Growth 100 Fund – Designed to achieve long-term growth of capital and income through investment in a diversified portfolio of Canadian equity securities and foreign equity securities.
For more information, including regulatory fact sheets and reports of fund performance, visit our legal documents page.

A five-step investment philosophy

From active asset allocation to independent risk oversight, our disciplined investment process helps investors stay on target, no matter the market conditions.

Investment solutions provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.