Resources
How to apply
Retail investors can invest direct via the PDS, or via the following platforms:
- Asgard
- BT Wrap
- Macquarie Wrap
The Fund
The Regal Long Short Australian Equity Fund is designed to allow investors to benefit from a rise in the value of selected Australian companies, as well as a fall in the value of selected companies.
The Fund differs from traditional "long only" Australian equity products 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 bigger positions in companies in which it believes the share price will rise.
The Fund is managed by Regal Funds Management, which was founded in 2004 as a specialist hedge fund manager. It is now one of the largest specialist long/short hedge funds in Australia.
The Regal Long Short Australian Equity Fund is rated "Highly Recommened" by Zenith.
Investment
objective
The Fund aims to materially outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five year period.
