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  5. Regal Australian Long Short Equity - Managed fund profile

Regal Australian Long Short Equity - Managed Fund

Fund Objective
The Fund aims to outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five year period.
Fund Strategy
The Fund will focus on long/short investments in listed equities in Australia. The Fund may also use derivatives such as index futures to hedge portfolio risk and enhance returns.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 5.87% 7.91% 14.73% 21.27% 8.41% 13.32% 11.45% 10.13%
Growth return 5.87% 7.91% 14.73% 13.33% -1.43% 2.57% 0.81% -0.35%
Income return 0% 0% 0% 7.94% 9.84% 10.75% 10.64% 10.48%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
91.54%
International Equities
4.01%
Cash
0.84%
Property
3.21%
Fixed Interest
0.35%
Alternatives
0.05%

General Information

Fund Details
Type Description
Regal Australian Long Short Equity (Wholesale)
Regal Funds Management Pty Limited
RGL0002AU
Equity Australia Large Blend
starstarstar (as at 31 Mar 2024)
Investment Fund
1 Aug 2009
$132.06 million (as at 16 Apr 2024)
$1.7524 (as at 16 Apr 2024)
$1.7419 (as at 16 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.80% (as at 30 Jun 2021)
Performance fee (not included in ICR) Not Available
Minimum initial investment $50,000
Minimum additional investments $10,000.00
Minimum redemption amount $10,000.00

FAQs about the Regal Australian Long Short Equity

The objective of the Regal Australian Long Short Equity managed fund is The Fund aims to outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five year period.

The strategy of the Regal Australian Long Short Equity managed fund is The Fund will focus on long/short investments in listed equities in Australia. The Fund may also use derivatives such as index futures to hedge portfolio risk and enhance returns.

The APIR code of the Regal Australian Long Short Equity managed fund is RGL0002AU.

Regal Australian Long Short Equity’s total return last month was 5.87%. This was made up of a growth return of 5.87% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Regal Australian Long Short Equity’s total return for the last three months was 7.91%. This was made up of a growth return of 7.91% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

Regal Australian Long Short Equity’s one-year total return is 21.27%. This was made up of a growth return of 13.33% and an income return of 7.94%. These returns were calculated as at 31 Mar 2024.

Regal Australian Long Short Equity’s one-year total return is 13.32%. This was made up of a growth return of 2.57% and an income return of 10.75%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Regal Australian Long Short Equity managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Regal Australian Long Short Equity managed fund is Regal Funds Management Pty Limited.

The Regal Australian Long Short Equity managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 16 Apr 2024, the size of the Regal Australian Long Short Equity managed fund was $132.06 million.

The Regal Australian Long Short Equity managed fund has an inception date of 1 Aug 2009.

The current entry price of the Regal Australian Long Short Equity managed fund is $1.7524 per unit and the current exit price is $1.7419 per unit (as at 16 Apr 2024).

The current exit price of the Regal Australian Long Short Equity managed fund is $1.7419 per unit and the current entry price is $1.7524 per unit (as at 16 Apr 2024).

The minimum initial investment amount for the Regal Australian Long Short Equity managed fund is $50,000. Minimum additional investment is $10000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.