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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.

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).

PERFORMANCE HIGHLIGHTS (AS AT 30 SEPTEMBER 2019)

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1. Subject to buy/sell spread

Tasman Market Neutral Fund

PERFORMANCE

This chart represents the performance of the Tasman Market Neutral Fund (net of fees) and highlights the current value of A$100k invested at inception (May 2007). Assumes reinvestment of distributions.

Past performance is not a reliable indicator of future performance.

LEARN MORE

Philip King is the Chief Investment Officer of Regal. In this video, Philip talks about his philosophy of investing, what he looks for in long and short positions and how the strategy is implemented in the Tasman Market Neutral Fund.

AWARDS

  • BEST MARKET NEUTRAL WINNER

  • FINALIST: ALTERNATIVE STRATEGIES

  • BEST MARKET NEUTRAL FUND

  • BEST MARKET NEUTRAL FUND 2010

  • BEST MARKET NEUTRAL FUND

  • AUSTRALIAN HEDGE FUND OF THE YEAR

Fund Facts
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