Heritage Long Short Equity

CHF Class I

Fund Investment Objectives

The Heritage Long Short Equity Fund strives to deliver consistent capital appreciation over a market cycle and to generate superior, risk-adjusted performance over the long term. The Heritage Long Short Equity Fund exposes investors to the global equity markets, while offering strong downside protection in difficult market conditions. The fund was launched on September 23, 2011. AUM reflects the aggregate of the various share classes and is denominated in USD.