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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
SAAT Core Market Strategy: holdings, performance and fees
Top 10 holdings
| Holding | Weight |
|---|---|
| SIMT CORE FIXED INCOME-Y MUTUAL FUND | 23.7% |
| SEI INSTITUTIONAL MANAGED TRUST MULTI-ASSET ACCUMULATION FUND CLASS Y | 11.4% |
| SEI SELECT INTL EQUITY MUTUAL FUND | 10.5% |
| SEI MULTI-ASSET INFL-Y MUTUAL FUND | 7.3% |
| SEI DYNAMIC ASSET ALOC-Y MUTUAL FUND | 5.5% |
| SEI LARGE CAP FUND-Y MUTUAL FUND | 4.8% |
| SEI SELECT EM MRKT EQ MUTUAL FUND | 4.7% |
| SEI GLOBAL MANAGED VOL-Y Mutual Fund | 4.6% |
| SEI SELECT SMALL CAP ETF MUTUAL FUND | 4.4% |
| SEI DBI MULTI-STRATEGY ALTERNATIVE ETF | 3.8% |
Top countries
- USA98.9%
- Cash & Cash Equivalents1.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN