Private Markets/Pre-IPO

Regal Emerging Companies Opportunities Fund

Unit price (mid price)1

$1.28

Annualised return since inception2

11.6%

Inception

August 2020

The Regal Emerging Companies Opportunities Fund is the fourth and final Fund in Regal’s highly successful Emerging Companies series.

Focused on identifying the next generation of leading Australian companies, the Fund invests in listed and unlisted microcap companies, pre-IPO opportunities, IPOs and secondary capital raisings.

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

 
Wholesale & sophisticated investors3
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Regal Emerging Companies I, II and III Funds

Inception

November 2016 - August 2019

Regal launched the first of four dedicated Emerging Companies Funds in 2016, which focused on identifying the next generation of leading companies, investing in pre-IPOs, IPOs, listed and unlisted microcap companies, and secondary capital raisings.

  • Fund I (launched 1 November 2016), closed with all capital returned in February 2022.
  • Fund II (launched 1 April 2018), is currently returning capital to investors.
  • Fund III (launched 1 December 2019) is currently deployed and will begin to return capital to investors at the end of its 5-year term.

Fund documents for Emerging Companies I, II and III Funds are available to existing investors on request.

 
Wholesale & sophisticated investors3
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1 As at 31 January 2024. Subject to buy/sell spreads

Performance as at 31 January 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.

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.

Performance since inception December 2023, not annualised.