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 aims to outperform the S&P/ASX300 accumulation index net of fees over a rolling five year period. The Fund is suitable for investors with an investment horizon of five years or more.
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.
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.
This Fund is appropriate for investors with “High” risk and return profiles. A suitable investor for this Fund is prepared to accept high risk in the pursuit of capital growth with a medium to long investment timeframe. Investors should refer to the Target Market Determination (TMD) for further information. Please consider the PDS and associated risks before deciding to acquire or hold the product.
1 As at 31 March 2024. Subject to buy/sell spreads
2 Performance as at 31 March 2024, net of fees. Past performance is not indicative of future performance. All investments carry risk. Please refer to the relevant offering documents for more information.
Following recent amendments to the Corporations Act, where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a "Communication") to you electronically unless you elect to receive these in physical form and notify us of this election.
You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.
This webpage/information is issued by Perpetual Trust Services Limited ABN 48 000 142 049, AFSL 236648 (“PTSL”) as responsible entity of, and issuer of units in, the Regal Long Short Australian Equity Fund ARSN 149 722 654 (“Fund”), provided by Regal Partners Marketing Services Pty Limited ACN 637 448 072 (“Regal Partners Marketing”), a corporate authorised representative of Attunga Capital Pty Limited ABN 96 117 683 093, AFSL 297385 (“Attunga”). Regal Partners Marketing and Attunga are subsidiaries of Regal Funds Management Pty Limited (ACN 107576 821), the investment manager of the Fund.
