For existing institutional investor client use only. Not for public distribution. The information contained herein is confidential
and proprietary to SEI and is not to be reproduced or made available in any form to any persons without the express prior
written consent of SEI. 6 ©2023 SEI
Starting MV: $37,869,751 as of 10/31/2022.
Gross of fees.
Source: SEI Capital Market Assumptions updated June 2022. Please see important disclosures at the beginning of this section and at the back of the presentation.
Fund Value (Nominal) & Cumulative Spending 2033 Projections –
2.5% Inflation
15.3
12.8
20.4
17.1
24.3
20.6
29.7
25
39.3
33
10.0
15.0
20.0
25.0
30.0
35.0
40.0
5% Spend 4% Spend
$
Millions
2033 Cumulative Spending
18.2
20.5
34.5
38.5
51.4
57.1
73.1
80.6
121.7
133.1
0.0
20.0
40.0
60.0
80.0
100.0
120.0
140.0
5% Spend 4% Spend
$
Millions
2033 Fund Value (Nominal)
Starting Value:
$37,869,751