Regal Investment Fund (ASX: RF1)

Listed on the ASX in June 2019, RF1 provides investors with exposure to a selection of alternative investment strategies, with an objective to produce attractive risk-adjusted absolute returns over a period of more than five years with limited correlation to equity markets.


Equity Trustees Limited (EQT), as Responsible Entity of the Regal Investment Fund (RF1), announced on 1 December 2022 that it was conducting a placement of units to certain wholesale investors (Placement) and a concurrent unit purchase plan (UPP) to eligible existing unitholders of RF1 at an offer price of $3.01.

The offer price is equal to the estimated Net Asset Value per unit of the Fund on Friday, 25 November 2022 and represents a discount of 7.1% to the $3.24 ASX closing price of RF1 on Wednesday, 30 November 2022.

Participation in the UPP is optional and open to eligible unitholders of the Fund with a registered address in Australia or New Zealand as at 7.00pm (Sydney, Australia time) on Wednesday, 30 November 2022.

Eligible unitholders can elect to participate in the UPP via the RF1 Offer Website below.

RF1 UPP Offer Website

The Unit Placement Plan is scheduled to open on Friday, 2 December 2022 and expected to close on Monday, 19 December 2022. Please find further information at the links below.

ASX Announcements

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Investment Objective

The Fund's Investment Objective is to provide investors with exposure to a selection of alternative investment strategies managed by Regal, with the aim of producing attractive risk adjusted absolute returns over a period of more than five years with limited correlation to equity markets.

Key Benefits

The Fund has been established to provide investors with exposure to a selection of alternative investment strategies.

The Fund's listed structure allows investors to access an investment management capability typically only available to wholesale investors.

The Fund will also provide investors with exposure to Regal's investment expertise, including our 15 year long track record of managing alternative investment strategies. The investment team members have, on average, over ten years' experience in financial markets both in Australia and overseas, with extensive experience of investing through many market cycles. The team has experience on the buy and sell side, fundamental investing, sales and research, long-side and hedge fund investing as well as investment banking and capital markets.

The Fund may appeal to investors who are seeking risk adjusted absolute returns from alternative investment strategies to diversify their investment portfolio. Investors should regard any investment in the Fund as a long term proposition and are to be aware that substantial fluctuations in the value of the portfolio held by the Fund may occur on a month to month basis over that period.

What makes the Fund different is the Manager's ability to use different combinations of multiple Regal Investment Strategies over the life of the Fund.

Learn more about the Regal Investment Fund and meet the Team


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What is RF1? - Interview between David Wright, Zenith Investment Partners and Phil King, Regal

How to use RF1 in portfolios - David Wright, Zenith Investment Partners

Alternative Investments: What, how and why? Used with permission. Regal did not pay for this video.


Contact Us

If you are a securityholder and require assistance, please contact 1800 221 227 (within Australia)
8:30am to 5:30pm Monday to Friday (Sydney time)
or email

Eligible Users:
All information on this page is only intended to be accessed by the following persons: (i) 'Sophisticated Investors' or 'Wholesale Clients' as defined by the Corporations Act; or (ii) persons who are not prohibited to access the Site or receive the information in their relevant jurisdiction under the applicable laws (each an "Eligible User"). By clicking on the "ENTER" button, you confirm that you are an Eligible User. If you are not an Eligible User, please click on the "EXIT" button.

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.

Foreign Investors:
If you reside outside of Australia & New Zealand this question is not applicable to you. Please select 'Not Applicable - I am a foreign investor' from the drop down menu above.

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