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Regal Global Equity Income Fund

The Regal Global Equity Income Fund's objective is to generate positive returns by taking advantage of the risk premium in options and managing the potential risks through the investment cycle.  The fund trades in various securities including listed and unlisted options and futures and identifies opportunities by using a quantitative approach to screen for the best relative value opportunities in global equities.  The fund also benefits from Regal’s deep fundamental stock selection experience to oversee the quantitative analysis.  Most investments are in the U.S., Europe, Asia and Australia however investments are also made in other countries including emerging markets on an opportunistic basis.  It is suitable for investors who have a longer term investment horizon (three to five years).

PERFORMANCE HIGHLIGHTS (AS AT 30 JUNE 2019)

SINCE INCEPTION RETURN

3.6%

 

 

PERFORMANCE

This chart represents the performance of the Regal Global Equity Income Strategy (net of fees) and highlights the current value of A$100k invested at inception (February 2019). 

Past performance is not a reliable indicator of future performance.

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