The SEI American Funds® Strategies:

  • Are designed, constructed and maintained by SEI’s Investment Management Unit¹ based on SEI’s asset allocation philosophy
  • Are built with a core of American Funds by Capital Group using their F3 share class, providing low cost share class  to a diverse range of funds
  • Support a goals-based wealth management (GBWM) approach and align with growth-, stability- and income-focused goals
  • Benefit from the safety and security of assets being held within SEI Private Trust Company

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Legal Note

¹SEI’s Investment Management Unit is a team within SEI Investments Management Corporation (SIMC), which serves as investment advisor.

SEI Investments Management Corporation (SIMC) is the manager of the SEI American Funds Strategies. As such, SIMC is solely responsible for the fund selection and portfolio construction of the Strategies. Please see SIMC’s Form ADV Part 2A (or the appropriate wrap brochure) for a full disclosure of the fee schedule.

American Funds are offered by American Funds Distributors, Inc., member FINRA. Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. SIMC, and SPTC are wholly owned subsidiaries of SEI Investments Company (SEI). Neither SEI nor its subsidiaries is affiliated with American Funds Distributors, Inc. or Capital Group.

Consider the Strategies’ investment objectives, risks, charges and expenses carefully before investing. The Strategies invest in funds to obtain the desired exposure to an asset class. A copy of each fund’s prospectus is available upon request. The prospectus includes information concerning each fund’s investment objective, strategies and risks.

Investing involves risk, including possible loss of principal. There can be no assurance goals will be met.

All Capital Group trademarks are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies.