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  5. Regal Healthcare Long Short General - Managed fund profile

Regal Healthcare Long Short General - Managed Fund

Fund Objective
The Fund seeks to generate strong risk-adjusted absolute returns irrespective of underlying equity market movements. The Fund aims to deliver 10-15% per annum over the medium to long term.
Fund Strategy
The Fund aims to achieve its objectives by investing in a long / short portfolio of listed securities, primarily within the Asian listed healthcare sector. The investment process utilises a science-driven fundamental bottom-up research process drawing on the extensive scientific and medical background of teh investment team.

Fund Performance Comparison

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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

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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 -96.89% -96.78% -96.66% -96.52% -81.08% -% -% -%
Growth return 0% -96.9% -96.68% -96.6% -81.2% -% -% -%
Income return -96.89% 0.12% 0.02% 0.08% 0.12% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 1.41% 9.5% 6.44% 13.81% 12.95% 13.56% 11.85% 8.86%
As at 30 Apr 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
Alternatives
0.61%
Australian Equities
93.88%
International Equities
4.36%
Cash
-0.64%
Property & Infrastructure
1.48%
Fixed Interest
0.31%

General Information

Fund Details
Type Description
Regal Healthcare Long Short General
Regal Funds Management Pty Limited
RGL3562AU
Equity Australia Long Short
Not Rated
Investment Fund
4 Jan 2022
n/a
$0.0327 (as at 19 Jun 2024)
$0.0325 (as at 19 Jun 2024)
Finalised
Offer information
Type Description
Minimum initial investment $100,000
Minimum additional investments $20,000

FAQs about the Regal Healthcare Long Short General

The objective of the Regal Healthcare Long Short General managed fund is The Fund seeks to generate strong risk-adjusted absolute returns irrespective of underlying equity market movements. The Fund aims to deliver 10-15% per annum over the medium to long term.

The strategy of the Regal Healthcare Long Short General managed fund is The Fund aims to achieve its objectives by investing in a long / short portfolio of listed securities, primarily within the Asian listed healthcare sector. The investment process utilises a science-driven fundamental bottom-up research process drawing on the extensive scientific and medical background of teh investment team.

The APIR code of the Regal Healthcare Long Short General managed fund is RGL3562AU.

Regal Healthcare Long Short General’s total return last month was -96.89%. This was made up of a growth return of 0% and an income return of -96.89%. These returns were calculated as at 30 Apr 2024.

Regal Healthcare Long Short General’s total return for the last three months was -96.78%. This was made up of a growth return of -96.9% and an income return of 0.12%%. These returns were calculated as at 30 Apr 2024.

Regal Healthcare Long Short General’s one-year total return is -96.52%. This was made up of a growth return of -96.6% and an income return of 0.08%. These returns were calculated as at 30 Apr 2024.

Regal Healthcare Long Short General’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2024.

The asset allocation of the Regal Healthcare Long Short General managed fund is :

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

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

The Regal Healthcare Long Short General managed fund belongs to the Equity Australia Long Short sector/asset class.

As at , the size of the Regal Healthcare Long Short General managed fund was $ million.

The Regal Healthcare Long Short General managed fund has an inception date of 4 Jan 2022.

The current entry price of the Regal Healthcare Long Short General managed fund is $0.0327 per unit and the current exit price is $0.0325 per unit (as at 19 Jun 2024).

The current exit price of the Regal Healthcare Long Short General managed fund is $0.0325 per unit and the current entry price is $0.0327 per unit (as at 19 Jun 2024).

The minimum initial investment amount for the Regal Healthcare Long Short General managed fund is $100,000. Minimum additional investment is $20000.

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.