Multi Strategy
Regal Partners Private Fund
Unit price (mid price)1
$1.22
Annualised return since inception2
25.7%
Inception
December 2023
The Regal Partners Private Fund aims to generate attractive risk adjusted absolute returns by investing in a range of Regal’s high performing alternative investment strategies. It is intended that the investment strategies will be highly diversified, with capital allocated across long / short equities, private credit, resources royalties, unlisted and pre-IPO investments, and other uncorrelated asset classes.
The Fund is grounded in the belief that a diversified portfolio, investing across a range of alternative asset classes and investment strategies, is key to achieving superior risk adjusted returns over the long term. Accessing a diversified range of alternative strategies via one investment vehicle is difficult, requiring scale, access, investment expertise and an institutional grade platform.
The Fund is open to applications and redemptions monthly and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
The strategy can be accessed via an Australian unit trust.
1 As at 30 November 2024. Subject to buy/sell spreads
2 Performance as at 30 November 2024, 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.
3 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.
4 Retail investors are considered Australian domiciled investors who do not qualify as an eligible wholesale and sophisticated investor.
5 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.
