How we ensure service continuity for members transitioning into the SEI Master Trust.
Last year was a big year for the SEI Master Trust. In November, we completed our acquisition of the National Pensions Trust (NPT), growing our assets under management to nearly £4B.1
We also made some exciting commitments to the market. Already ranking amongst the UK’s top investment-led master trusts, we’ve now pledged to become one of the UK’s largest master trusts by 2031.2
Let’s turn to our acquisition of the Atlas Master Trust in 2021. To ensure the efficient transition of all underlying schemes, our Client Relationship Management team embarked on a two-year exercise, designed to leave no stone unturned. We are able to use the experience we have gained so far to ensure that the next consolidation goes as smoothly.
1Source: SEI, as at 31 December 2023.
2‘Standing the test of time: Three reasons the SEI Master Trust has what it takes in an increasingly competitive market’, SEI, 17 November 2023.
Important Information
This is a Marketing Communication. This webpage has been created in relation to the SEI Master Trust, an occupational pension scheme which is authorised by the Pensions Regulator. The trustee of the SEI Master Trust is SEI Trustees Limited. SEI Trustees Limited has appointed SEI Investments (Europe) Ltd (“SIEL”) as investment adviser to the SEI Master Trust and pursuant to its investment advisory agreement. This information is issued and approved by SEI Investments (Europe) Ltd (“SIEL”) 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. This webpage and its contents are directed at persons who have been categorised by SIEL as a Professional Client and is not for further distribution. SIEL is authorised and regulated by the Financial Conduct Authority. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to-date and complies with relevant legislation and regulations, no warranty is given and no representation is made as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. The information in this webpage is for general information purposes only and does not constitute investment advice. You should read all the investment information and details on the funds before making investment choices. Please refer to our latest Prospectus (which includes information in relation to the use of derivatives and the risks associated with the use of derivative instruments), Key Investor Information Document, PRIIPs KID, Summary of UCITS Shareholder rights (which includes a summary of the rights that shareholders of our funds have) and the latest Annual or Semi-Annual Reports for more information on our funds, which can be located at Fund Documents (https://seic.com/en-gb/fund-documents). And you should read the terms and conditions contained in the Prospectus (including the risk factors) before making any investment decision. If you are in any doubt about whether or how to invest, you should seek independent advice before making any decisions. The UCITS may be de-registered for sale in an EEA jurisdiction in accordance with the provisions of the UCITS Directive. Past Performance does not predict future returns. Investment in the range of the SEI Master Trust’s funds are intended as a long-term investment. The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested. This document and its contents are for Institutional Investors only and not for further distribution.
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