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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 Small Companies Fund

The Regal Australian Small Companies Fund invests using a long/short approach and allows investors to benefit from both the rise and fall in the value of selected Australian small companies. The fund uses an active extension or “130/30” style and seeks to outperform the S&P/ASX Small Ordinaries 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 AUGUST 2019)

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1. Subject to buy/sell spread

Regal Australian Small Companies Fund

PERFORMANCE

This chart represents the performance of the Regal Australian Small Companies Fund (net of fees) and highlights the current value of A$100k invested at inception (February 2015). Assumes reinvestment of distributions. The benchmark is the ASX Small Ordinaries Accumulation Index.

Past performance is not a reliable indicator of future performance.

LEARN MORE

Todd Guyot is a Portfolio Manager for the Regal Australian Small Companies Fund. In this video, Todd talks about his experience and philosophy of investing and how the strategy is implemented in the Regal Australian Small Companies Fund.

AWARDS

  • Best Australia Fund

  • Best Single Country Fund

  • Finalist: Australian Equities – Alternative Strategies

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