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Nothing on the website should be construed as a solicitation, offer or invitation, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Regal is not providing any personal advice or recommendation regarding any financial products within the meaning of section 766B of the Corporations Act. No consideration has been made of any person’s investment objectives, financial situation and/or needs. Prospective investors should make their own enquiries and should seek all necessary financial, legal, tax and investment advice.

Regal Australian Long Short Equity Fund

The Regal Australian Long Short Equity Fund invests using a long/short approach and allows investors to benefit from both the rise and fall in the value of selected Australian companies. The fund uses an active extension or “130/30” style and seeks to outperform the S&P/ASX 300 Accumulation Index by applying Regal’s fundamental investment process. The fund is suitable for investors who have a longer term investment horizon (three to five years).

PERFORMANCE HIGHLIGHTS (AS AT 31 MARCH 2019)

UNIT PRICE (MID PRICE)1

$1.69

LAST 3 MONTHS RETURN

16.85%

ANNUALISED RETURN SINCE INCEPTION

15.21%

 

1. Subject to buy/sell spread

PERFORMANCE

This chart represents the performance of the Regal Australian Long Short Equity Fund (net of fees) and highlights the current value of A$100k invested at inception (August 2009). Assumes reinvestment of distributions. The benchmark is the ASX300 Accumulation Index.

Past performance is not a reliable indicator of future performance.

LEARN MORE

Jovita Khilnani is the Deputy Portfolio Manager for the Regal Australian Long Short Equity Fund. In this video, Jovita explains what we look for when making investments and what makes the Regal Australian Long Short Equity Fund unique.

AWARDS

  • BEST ABSOLUTE AND LONG SHORT RETURN

Fund Facts
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Quick Links
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Regal Investment Fund (ASX: RF1)1

Available now​
Offer opens 29 April 2019​
General offer closes 29 May 2019​

REGISTER YOUR INTEREST HERE