Investments

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.

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ATLANTIC ABSOLUTE RETURN FUND

The Atlantic Absolute Return Fund aims to achieve high levels of absolute returns by pursuing an aggressive investment approach with an elevated level of risk.  The fund utilises a long/short strategy and is able to vary its exposure to markets and sectors over time, though will generally have a significant positive exposure to markets over the cycle.  It is managed using Regal’s fundamental investment process with the majority of companies listed in Australia and other Asian markets.  The fund may also have exposure to emerging markets.  It is suitable for investors who have a longer term investment horizon (three to five years).

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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).

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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).

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REGAL EMERGING COMPANIES STRATEGY

The strategy seeks to take advantage of a gap in the Australian market for the funding of emerging companies that do not fit the mandates or criteria of traditional investment firms.  Regal aims to generate attractive returns by investing in pre-IPO and other unlisted opportunities, in addition to listed microcap companies.

The Regal Emerging Companies Fund closed on 1 November 2016 and the Regal Emerging Companies Fund II closed on 1 April 2018.

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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).

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TASMAN MARKET NEUTRAL FUND

The Tasman Market Neutral Fund aims to achieve attractive absolute returns with low correlation to equity markets and moderate levels of risk.  The fund builds a portfolio of a similar number of long and short equity positions, allowing the fund to add value in both rising and falling markets.  It is managed using Regal’s fundamental investment process with the majority of companies listed in Australia and other Asian markets.  The fund may also have exposure to emerging markets.  It is suitable for investors who have a longer term investment horizon (three to five years).

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KILTER RURAL

In December 2018, Regal acquired a 50% interest in Kilter Rural.  Kilter Rural is a specialist manager of Australian farmland, water and ecosystem assets.  Established in 2004, Kilter Rural manages over $350 million on behalf of a large institutional Australian pension fund and several wholesale and high net worth investors.

Kilter Rural has three open wholesale strategies including the Kilter Water Fund, the Murray-Darling Basin Balanced Water Fund and the Australian Farmlands Funds.

For further information on Kilter Rural, please follow the link below.

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AMAZON MARKET NEUTRAL FUND

The Amazon Market Neutral Fund aims to achieve attractive absolute returns with low correlation to equity markets and moderate levels of risk.  The fund builds a portfolio of a similar number of long and short equity positions, allowing the fund to add value in both rising and falling markets.  It is managed using Regal’s fundamental investment process with the majority of companies listed in Australia and other Asian markets.  The fund may also have exposure to emerging markets.  It is suitable for investors who have a longer term investment horizon (three to five years).

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ZAMBEZI ABSOLUTE RETURN FUND

The Zambezi Absolute Return Fund aims to achieve high levels of absolute returns by pursuing an aggressive investment approach with an elevated level of risk.  The fund utilises a long/short strategy and is able to vary its exposure to markets and sectors over time, though will generally have a significant positive exposure to markets over the cycle.  It is managed using Regal’s fundamental investment process with the majority of companies listed in Australia and other Asian markets.   The fund may also have exposure to emerging markets.  It is suitable for investors who have a longer term investment horizon (three to five years).

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All investments carry risk. Please refer to the relevant offering documents for more information.

Regal Investment Fund (ASX: RF1)

Available now​
General offer closes earlier of $500m or 29 May 2019
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