Regal Long Short Australian Equity Fund

The Regal Long Short Australian 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 is suitable for investors with an investment horizon of five years or more.

Perpetual Trust Services Limited is the Responsible Entity for the Fund and is a wholly owned subsidiary of Perpetual Limited which has been in operation for over 120 years. Perpetual Trust Services Limited holds Australian Financial Services License number 236648 issued by ASIC, which authorises it to operate the Fund.

 

PERFORMANCE HIGHLIGHTS (AS AT 31 DECEMBER 2018)

UNIT PRICE (ENTRY/EXIT)

$1.15/$1.14

LAST 3 MONTHS RETURN

-14.32%

ANNUALISED RETURN SINCE INCEPTION

10.55%

Regal Long Short Australian Equity Fund_performance chart

PERFORMANCE

This chart represents the performance of the Regal Long Short Australian Equity Fund (net of fees) and highlights the current value of A$100k invested at inception (March 2011). Assumes reinvestment of distributions. The benchmark is the ASX300 Accumulation Index.

Past performance is not a reliable indicator of future performance.

AWARDS

  • FINALIST: AUSTRALIAN EQUITIES – ALTERNATIVE STRATEGIES

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