Inception date: 10/28/2004
Investment Theme: Seeks to generate similar returns to the Russell 3000 Index, but with less volatility, over a full market cycle.
Sub-advisors: Analytic Investors LLC, LSV Asset Management
SVOAX uses a multi-manager approach that seeks to generate returns in excess of the benchmark, and also provide a diversified investment styles, sectors, and market trends.
Enhance your asset allocation structure
The U.S. Managed Volatility Fund may fit naturally into a diversified client portfolio as a part of an equity allocation. It seeks to provide broad U.S. equity exposure similar to the Russell 3000 Index and equity-like long-term returns.
Our growing client base uses our U.S. Managed Volatility Fund in an attempt to:
- Anchor the portfolio as a core equity holding
- Mitigate overall portfolio volatility
- Diversify the portfolio
Historical success of meeting its objective
By attempting to capture market upswings, while minimizing volatility, an allocation to this fund may improve the risk-adjusted returns of your clients' portfolios and strike a better balance between reward and risk.
Over the last 10 years, SVOAX has delivered 22% lower volatility than its benchmark.*
Download the US Managed Volatility Fund fact sheet (PDF), which contains current performance.
*Based on 10-year standard deviation as of June 30, 2018. Standard deviation is a statistical measure of the distance a quantity is likely to lie from its average value. It is applied to the annual rate of return of an investment, to measure the investment’s volatility (risk). Standard deviation is synonymous with volatility, in that the greater the standard deviation the more volatile an investment’s return will be. A standard deviation of zero would mean an investment has a return rate that never varies.
Past performance is no guarantee of future results.
This material represents the assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding the funds or any stock in particular, nor should it be construed as a recommendation to purchase or sell a security, including futures contracts.
For those SEI Funds which employ the "manager of managers" structure, SEI Investments Management Corporation (SIMC) has an ultimate responsibility for the investment performance of the Funds due to its responsibility to oversee sub-advisers and recommend their hiring, termination and replacement. SIMC is the adviser to the SEI Funds which are distributed by SEI Investments Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.
There are risks involved with investing, including loss of principal. Diversification may not protect against market risk. There is no assurance the objectives discussed will be met. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Investments in smaller companies typically exhibit higher volatility.
To determine if the Fund is an appropriate investment for you, carefully consider the investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's full and summary prospectuses, which can be obtained by calling 1-800-DIAL-SEI. Read it carefully before investing.