Fund analysis - Total Return question
Fund analysis - Total Return question
Author
Discussion

PeteinSQ

Original Poster:

2,346 posts

239 months

Wednesday 1st July 2020
quotequote all
Simple question (especially if you know the answer), is "Total Return" net of charges?

So if I compare two funds' total returns and they have different fees is that a like for like comparison or do I need to take the fee delta into account?

btdk5

1,862 posts

219 months

Wednesday 1st July 2020
quotequote all
Typically yes. Returns are shown net of the fund managers fees but obviously won’t show your platform charges.