Montrusco Bolton Investments Inc.’s (“Montrusco Bolton”) Canadian Mid Cap strategy has been removed from the SEI Canadian Equity Fund (“the Fund”).

Rationale

The decision to remove Montrusco Bolton’s Canadian Mid Cap strategy was driven by SEI’s preference for investment managers that focus on our key alpha sources (quality, value, and momentum). Given our multi-manager portfolio structure, the Fund now has a manager focused on each alpha source. We believe that a more concentrated portfolio with exposures from each of our alpha sources has the potential to improve the Fund’s trade-off of return and risk.


























Important information

SEI Investments Canada Company, a wholly owned subsidiary of SEI Investments Company, is the Manager of the SEI Funds in Canada.

The information contained herein is for general and educational information purposes only and is not intended to constitute legal, tax, accounting, securities, research or investment advice regarding the Funds or any security in particular, nor an opinion regarding the appropriateness of any investment. This information should not be construed as a recommendation to purchase or sell a security, derivative or futures contract. You should not act or rely on the information contained herein without obtaining specific legal, tax, accounting and investment advice from an investment professional.

This material represents an 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. The portfolio managers or the allocations of assets to a particular portfolio manager are subject to change from time to time at the Manager’s discretion.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or other offering documents before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.