Long/Short Equities

Regal Australian Small Companies Fund

Unit price (mid price)1

$3.22

Annualised return since inception2

22.3%

Annualised alpha since inception5

15.0%

Inception

February 2015

The Regal Australian Small Companies Fund aims to materially outperform the S&P/ASX Small Ordinaries Accumulation Index net of fees over a rolling five-year period, utilising a 150/50 long/short investment approach with a primary focus on listed equities in Australia, typically outside the ASX 100.

Since inception in 2015, the Fund has consistently ranked within the top performing Small Companies Funds in the Mercer peer group.

The Fund is open to applications and redemptions daily and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.

 
Wholesale & sophisticated investors3
MORE INFORMATION

Regal Australian Long Short Equity Fund

Unit price (mid price)1

$1.45

Annualised return since inception2

13.4%

Annualised alpha since inception5

4.8%

Inception

August 2009

Performance, unit prices and inception dates reflect the Australian wholesale unit trust 

The Regal Australian Long Short Equity Fund aims to outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five-year basis, utilising a long/short, active extension investment approach in listed equities in Australia.

The Fund uses a 130/30 style and applies Regal’s fundamental investment process.

The Fund is open to applications and redemptions daily and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.

Wholesale & sophisticated investors3
MORE INFORMATION

1 As at 28 February 2025. Subject to buy/sell spreads

Performance as at 28 February 2025, net of fees. Past performance is not indicative of future performance. All investments carry risk. Please refer to the relevant offering documents for more information.

In Australia, wholesale clients and sophisticated investors are defined in the Corporations Act 2001 (Cth) and include a person who has a current certificate from a qualified accountant (obtained within the previous two years). Investors in jurisdictions outside Australia should consider the equivalent rules in laws of the country in which they reside. This website is not an offer to sell or a solicitation of an offer to subscribe for securities in any Fund. Investors must read the relevant Fund offer document in order to determine if the Fund is available to them.

Retail investors are considered Australian domiciled investors who do not qualify as an eligible wholesale and sophisticated investor.

The benchmark for the Regal Australian Small Companies Fund is the S&P/ASX Small Ordinaries Accumulation Index, and the benchmark for the Regal Australian Long Short Equity Fund is the S&P/ASX 300 Accumulation Index.