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Comparing 2 funds

Returns, costs and exposure side by side, with sources and dates below.

Performance, starting at 100

GBP total return, daily prices. Source: FE fundinfo. Past performance is not a reliable guide to future returns.

If you had invested £10,000

What it would have become over 6M, GBP.
 

Based on month end returns. Illustrative, before tax, not a prediction.

Country exposure

No allocation data for these funds

Not available for: HERITAGE ALTERNATIVE Heritage Long/Short Equity, BCV COMMODITY BCV Systematic Premia Commodity Long/Short.

Sector exposure

No allocation data for these funds

Not available for: HERITAGE ALTERNATIVE Heritage Long/Short Equity, BCV COMMODITY BCV Systematic Premia Commodity Long/Short.

AI comparison

AI assisted, not advice. Describes the data on this page.
Select Summarise differences for a short, neutral description of how these funds differ on the figures below.

Side by side

Returns in GBP, month end. Bold marks the highest value in the return rows, the lowest in the ongoing charge row and the largest in the fund size row.
MetricHERITAGE ALTERNATIVE Heritage Long/Short EquityBCV COMMODITY BCV Systematic Premia Commodity Long/Short
1 year returnHighest in boldn/an/a
3 year returnHighest in boldn/an/a
5 year returnHighest in boldn/an/a
Rank among sector peers, 1 yearQuartile among representative funds in the FE sectorn/an/a
Ongoing charge (OCF)
Fund size, GBPLargest in bold£14.2M£2.2M
Stylen/an/a
FE sectorn/an/a
Share classHERITAGE ALTERNATIVE Heritage Long/Short Equity (CHF) OBCV COMMODITY BCV Systematic Premia Commodity Long/Short A CHF