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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 aims to outperform the S&P/ASX300 accumulation index net of fees over a rolling five year period. 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.

This Fund is appropriate for investors with “High” risk and return profiles. A suitable investor for this Fund is prepared to accept high risk in the pursuit of capital growth with a medium to long investment timeframe. Investors should refer to the Target Market Determination (TMD) for further information. Please consider the PDS and associated risks before deciding to acquire or hold the product.

PERFORMANCE HIGHLIGHTS (AS AT 30 APRIL 2023)

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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

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Following recent amendments to the Corporations Act, where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a "Communication") to you electronically unless you elect to receive these in physical form and notify us of this election.

You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

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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.


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