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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 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).



Regal Global Equity Income Fund


This chart represents the performance of the Regal Global Equity Income Fund (net of fees) and highlights the current value of A$100k invested at inception (1 March 2019). 

Past performance is not a reliable indicator of future performance.

Fund Facts
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A sophisticated investor or wholesale client is defined under the Corporations Act 2001 as having gross income of $250,000 or more per annum in each of the last two years, or net assets of at least $2.5 million

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