All Funds

The Regal 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).

The Regal 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).

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).

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).

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. The Regal Emerging Companies Fund III had an initial close on 1 August 2019, with a subsequent close on 1 November 2019 and final close on 1 December 2019.

The Regal Emerging Companies Opportunities Fund was launched on 10 August 2020.  In contrast to our existing Emerging Companies Funds, the Fund is open ended in nature, with no fixed maturity date.  Applications for the fund may be accepted on a quarterly basis, subject to available capacity.

Kilter Rural has been resetting the agenda for investment in Australian farmland, water and ecosystem assets since 2004.

- The Murray-Darling Basin Balanced Water Fund,
- Kilter Water Fund, and
- Australian Farmlands Funds

Its investment philosophy involves long-term, active stewardship of agribusiness assets to generate commercial, sustainable, transformative and robust fundamental value.

While commercial in everything it undertakes, investment and management activity is predicated on protection and enhancement of ecosystems that underpin long-term asset value. The Australian Farmlands Funds adopts the established Accounting for Nature methodology for measuring condition of environmental assets.

Kilter Rural’s investment and management strategy delivers both traditional yield improvements and ecosystem health improvement, building resilience and investor value with lower exposure to risk

The Regal Healthcare Long Short Fund seeks to generate strong risk-adjusted absolute returns by investing in a long / short portfolio of listed securities, primarily within the Asian listed healthcare sector.

The fund utilises a science-driven fundamental bottom-up research process drawing on the extensive medical and commercial background of the investment team. The team draws on the experience and relationships of Regal’s extensive Asia dealing team to gain market colour and non-fundamental insights in each major market across the region.

The fund is suitable for investors who have a longer term investment horizon (three to five years).

The Regal Tactical Opportunities Fund seeks to generate absolute returns by identifying pricing inefficiencies in global markets, aiming to deliver consistent, positive returns regardless of market movements.

The fund utilises systematic and discretionary investment strategies, focused primarily on long-short global equities and futures.

The fund is suitable for investors who have a longer term investment horizon (three to five years).

The Regal Resources Long Short Fund seeks to generate strong risk-adjusted absolute returns over the medium to long term irrespective of underlying equity market movements.

The fund seeks to benefit from the significant opportunities for value creation within the mining sector, while mitigating exposure to cyclical selloffs by generally running a low net market exposure.

The fund is suitable for investors who have a longer term investment horizon (three to five years).

The Regal Private Credit Opportunities Fund focuses on investments in private credit opportunities, targeting bilaterally originated and negotiated loans to small and middle market companies, to corporates owned by financial sponsors, loans secured by pools of financial or real assets, as well as other idiosyncratic loans and opportunities predominantly in Australia and New Zealand.

The fund is suitable for investors who have a longer term investment horizon (three to five years).

The Regal Resources Royalties Fund seeks to provide investors with exposure to an attractive risk-adjusted asset class, providing a unique opportunity to gain exposure to an income stream uncorrelated to equity markets.

The fund invests in natural and renewable resource royalties, commodity streams and royalty related structure solutions, with an aim of building a portfolio of investments that provide both income and growth while seeking to minimize the downside risk usually associated with investing in mining activities such as costs and exploration expenditure.

The fund is suitable for investors who have a longer term investment horizon (three to five years).