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 30 SEPTEMBER 2020)

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Regal Long Short Australian Equity Fund

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

Fund Facts
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No offer or advice:
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.


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Wholesale clients and sophisticated investors:
'Wholesale clients' and 'sophisticated investors' are defined in the Corporations Act 2001 (Cth) and include a person who has a certificate from a qualified accountant (obtained within the last six months), stating that such person has net assets of at least $2.5 million and/or a gross income for the past two financial years of at least $250,000 a year.

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