SEI Pools

SEI Pools are simple one-line asset allocation solutions constructed using our ongoing capital market research. 

SEI Pools combine multi-managed fixed-income, equity, and alternative funds into asset allocation options designed to meet a range of client goals. Daily monitoring ensures the pools stay true to their asset mix target weightings through rebalancing, while continuous manager oversight allows for adjustments within the underlying funds as markets shift.

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 SEI Liquid Alternative Fund in some pools
• Access to multiple 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 towards their goals
• Simplicity and ease of transaction with one performance return
• Low minimum investment amount of $500

Choose from four pools, ranging from income-focused to global equity.

• Income Balanced Pool (Class E / Class F) – Long-term capital growth and income from a diversified portfolio of fixed-income investments, equity investments, and alternative funds
• Global Neutral Balanced Pool (Class E / Class F) – Diversified portfolio of Canadian and international fixed-income securities and Canadian and foreign equity securities and alternative funds
• Global Balanced Growth Pool (Class E / Class F) – Diversified portfolio of Canadian and foreign equity securities and Canadian and foreign fixed-income securities and alternative funds, with a greater bias towards capital growth
• Global Equity Pool (Class E / Class F) – Fully diversified portfolio of global equities with a greater bias towards capital growth and a long-term focus

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*Relative to other SEI Pools shown.

For more information, including regulatory fact sheets and reports of fund performance, visit our legal documents page.

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.