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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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-0.33%	7.76%	23.94%	8.4%	16.32%	12.57%	12.79%	10.43%
Growth return	-0.33%	7.76%	19.69%	4.69%	0.76%	0.01%	0.31%	-1.02%
Income return	0%	0%	4.25%	3.71%	15.56%	12.56%	12.48%	11.45%
Market index (S&P/ASX 200 TR AUD)
Total return	-0.78%	4.71%	14.66%	10.56%	16.03%	15.17%	12.98%	10.11%

As at 30 Sep 2025. 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: 94.98%

International Equities: 5.01%

Cash: -0.76%

Property & Infrastructure: 1.33%

Fixed Interest: -0.49%

Alternatives: -0.06%

General Information

Fund Details

Type	Description
Fund Name	Regal Australian Long Short Equity (Wholesale)
Responsible Entity	Regal Funds Management Pty Limited
APIR Code	RGL0002AU
Sector/Asset Class	Equity Australia Large Blend
Morningstar Rating	(as at 30 Sep 2025)
Legal Structure	Investment Fund
Fund Inception	1 Aug 2009
Fund Size	$90.5 million (as at 22 Oct 2025)
Entry Price	$1.6083 (as at 22 Oct 2025)
Exit Price	$1.5987 (as at 22 Oct 2025)
Fund Status	Open

Offer information

Type	Description
MER	1% (as at 22 Nov 2024)
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

What is the objective of the Regal Australian Long Short Equity managed fund?

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.

What is the strategy for the Regal Australian Long Short Equity managed fund?

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.

What is the APIR code of the Regal Australian Long Short Equity managed fund?

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

What was Regal Australian Long Short Equity’s total return last month?

Regal Australian Long Short Equity’s total return last month was -0.33%. This was made up of a growth return of -0.33% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

What was Regal Australian Long Short Equity’s total return for the last three months?

Regal Australian Long Short Equity’s total return for the last three months was 7.76%. This was made up of a growth return of 7.76% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

What is Regal Australian Long Short Equity’s one-year total return?

Regal Australian Long Short Equity’s one-year total return is 8.4%. This was made up of a growth return of 4.69% and an income return of 3.71%. These returns were calculated as at 30 Sep 2025.

What is Regal Australian Long Short Equity’s three-year total return?

Regal Australian Long Short Equity’s one-year total return is 12.57%. This was made up of a growth return of 0.01% and an income return of 12.56%. These returns were calculated as at 30 Sep 2025.

What is the asset allocation of the Regal Australian Long Short Equity managed fund?

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

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Regal Australian Long Short Equity managed fund?

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

What sector/asset class does the Regal Australian Long Short Equity managed fund belong to?

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

What is the size of the Regal Australian Long Short Equity managed fund?

As at 22 Oct 2025, the size of the Regal Australian Long Short Equity managed fund was $90.5 million.

What is the inception date of the Regal Australian Long Short Equity managed fund?

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

What is the current entry price of the Regal Australian Long Short Equity managed fund?

The current entry price of the Regal Australian Long Short Equity managed fund is $1.6083 per unit and the current exit price is $1.5987 per unit (as at 22 Oct 2025).

What is the current exit price of the Regal Australian Long Short Equity managed fund?

The current exit price of the Regal Australian Long Short Equity managed fund is $1.5987 per unit and the current entry price is $1.6083 per unit (as at 22 Oct 2025).

What is the minimum investment amount for the Regal Australian Long Short Equity managed fund?

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.

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