Regal seeks to provide attractive returns for investors by managing risk and exploiting equity market inefficiencies.

The 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 differs from traditional “long only” funds in that it has the ability, within certain limits, to take short positions in companies in which it has a negative view. It can then use proceeds from these short positions to take further long positions in companies in which it believes the share price will rise.

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.

Investment Objective

The Fund aims to materially outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five year period.

Notices to investors

The following notices have been made to investors:

  • June 1st, 2015
  • June 3rd, 2015
  • June 10th, 2015
  • December 21st, 2015
  • December 22nd, 2015
  • February 18th, 2016
  • March 15th, 2016
  • June 9th, 2017
  • August 22nd, 2017
  • June 4th, 2018
  • Important Update

    Please note that a new Product Disclosure Statement ("PDS") dated 30 September 2017 is now available for Australian investors only. This replaces the PDS dated 1 July 2016. If you have any questions, please contact us on (02) 8197 4300.