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SEI US SMALL COMPANIES WEALTH B GBP - Fund overview

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Overview of SEI US SMALL COMPANIES WEALTH B GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SEI US SMALL COMPANIES WEALTH B GBP does not fall into either of these categories at present.

Standard Initial Charge

4.00% –

Fund summary

Sector	North America
Product type	OFFSHORE FUND
Launched	–
Size	–
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	1,440.00p

Fund Charges

Standard Initial charge	4.00%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.82%
Reduction in yield (10yr)	1.82%

Bestinvest says

No information available.

Portfolio

sei us small companies wealth b gbp asset allocation illustration

Allocation		Proportion

	Equity	90%
	High yield bonds	–
	Quality bonds	10%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

sei us small companies wealth b gbp equity geographic illustration

Allocation		Proportion

	UK	5%
	Europe	5%
	Nth America	80%
	Japan	–
	Pacific	5%
	Other Equity	5%

sei us small companies wealth b gbp equity capitalisation illustration

Allocation		Proportion

	Large Caps	–
	Mid Caps	–
	Small Caps	100%

View all performance data for SEI US SMALL COMPANIES WEALTH B GBP

Investment process

The Fund invested at least 65% in US equity and equity-related securities issued by small companies, which may include warrants and convertible securities. The Fund may invest up to 10% of its net assets in US Government securities.
The use of derivatives is permitted on a condition that any leverage resulted from it will not exceed the Fund's net assets.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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