Regal seeks to be a leading provider of alternative investment strategies in Australia and Asia
A diversified platform of alternative investment strategies
With a heritage in fundamental long/short investing, Regal are benchmark unaware, absolute return investors.
We seek to identify, understand and capitalise from pricing inefficiencies that occur across and within global capital markets. Our investment strategies are focused on specific sectors, markets or asset classes where our extensive investment in human capital, technology infrastructure and market relationships provide attractive sources of ongoing alpha. A robust risk management framework exists at the core of every investment fund. Risk is carefully identified, measured and managed, utilising in-house and external risk systems, in conjunction with a dedicated risk committee.
Multi Strategy
Regal Partners Private Fund
Unit price (mid price)1
$11.274
Annualised return since inception2
17.1%
Inception
December 2023
The Regal Partners Private Fund aims to generate attractive risk adjusted absolute returns by investing in a range of Regal's high-performing alternative investment strategies. It is intended that the investment strategies will be highly diversified, with capital allocated across long / short equities, private credit, royalties, ventures and pre-IPO investments, and other uncorrelated asset classes.
The Fund is grounded in the belief that a diversified portfolio, investing across a range of alternative asset classes and investment strategies, is key to achieving superior risk adjusted returns over the long term. Accessing a diversified range of alternative strategies via one investment vehicle is difficult, requiring scale, access, investment expertise and an institutional-grade platform.
The Fund is open to applications and redemptions monthly and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
The strategy can be accessed via an Australian unit trust or a USD Cayman vehicle.
Wholesale & sophisticated investors3
Long/Short Equities
Regal Australian Small Companies Fund
Unit price (mid price)1
$3.52
Annualised return since inception2
22.4%
Annualised alpha since inception2
13.9%
Inception
February 2015
The Regal Australian Small Companies Fund aims to materially outperform the S&P/ASX Small Ordinaries Accumulation Index, net of fees over a rolling five-year period, utilising a 150/50 long/short investment approach with a primary focus on listed equities in Australia, typically outside the ASX 100.
Since inception in 2015, the Fund has consistently ranked within the top performing Small Companies Funds in the Mercer peer group.
The Fund is open to applications and redemptions daily and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
Wholesale & sophisticated investors3
Regal Australian Long Short Equity Fund
Unit price (mid price)1
$1.57
Annualised return since inception2
13.8%
Annualised alpha since inception5
4.6%
Inception
August 2009
Performance, unit prices and inception dates reflect the Australian wholesale unit trust
The Regal Australian Long Short Equity Fund aims to outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five-year period, utilising a long/short, active extension investment approach in listed equities in Australia.
The Fund uses a 130/30 style and applies Regal’s fundamental investment process.
The Fund is open to applications and redemptions daily and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
Wholesale & sophisticated investors3
Regal Resources Long Short Fund
Unit price (mid price)1
$1.20
Annualised return since inception2
12.4%
Inception
November 2021
Performance, unit prices and inception dates reflect the Australian unit trust
The Regal Resources Long Short Fund seeks to generate strong risk adjusted absolute returns over the medium to long term irrespective of underlying equity market movements.
The Fund seeks to benefit from the significant opportunities for value creation within the mining sector, while mitigating exposure to cyclical selloffs by generally running a low net market exposure.
The Fund is closed to new applications and offers redemptions monthly. It is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
The strategy can be accessed via an Australian unit trust or a USD Cayman vehicle.
Wholesale & sophisticated investors3
Regal Resources High Conviction Fund
Unit price (mid price)1
$1.16
Annualised return since inception2
10.7%
Inception
December 2023
The Regal Resources High Conviction Fund is a fundamentally driven long/short resources strategy, which aims to deliver strong absolute returns over a medium to long term investment horizon.
The Fund is built on our belief that the resources sector is set to outperform in the years ahead with numerous structural drivers contributing to looming deficits across a range of commodities, including those essential for decarbonisation. The Fund seeks to take advantage of volatility across the resources and commodity complex, concentrating on Regal's best long term high conviction long / short ideas.
The Fund is open to applications and redemptions monthly and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
The strategy can be accessed via an Australian unit trust.
Wholesale & sophisticated investors3
Regal Tactical Opportunities Fund
Unit price (mid price)1
$1.81
Annualised return since inception2
37.4%
Inception
July 2020
The Regal Tactical Opportunities Fund seeks to generate absolute returns by identifying pricing inefficiencies in global markets.
The Fund’s strategy is grounded in the belief that while global capital markets are largely efficient, pricing anomalies can exist over the short to medium term as a result of external events or situations. The Fund seeks to identify and exploit these pricing inefficiencies, with an aim to generate consistent, positive absolute returns, regardless of movements in underlying markets.
The Fund utilises systematic, discretionary and tactical investment strategies primarily focused on global equity markets and futures. The Fund may also selectively invest in private and public credit opportunities.
The Fund is open to applications and redemptions monthly and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
Wholesale & sophisticated investors3
Regal Atlantic Absolute Return Fund
Unit price (mid price)1
$1.81
Annualised return since inception2
37.4%
Inception
July 2020
The Regal Tactical Opportunities Fund seeks to generate absolute returns by identifying pricing inefficiencies in global markets.
The Fund’s strategy is grounded in the belief that while global capital markets are largely efficient, pricing anomalies can exist over the short to medium term as a result of external events or situations. The Fund seeks to identify and exploit these pricing inefficiencies, with an aim to generate consistent, positive absolute returns, regardless of movements in underlying markets.
The Fund utilises systematic, discretionary and tactical investment strategies primarily focused on global equity markets and futures. The Fund may also selectively invest in private and public credit opportunities
The Fund is open to applications and redemptions monthly and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
Wholesale & sophisticated investors3
Regal Tactical Regal Atlantic Absolute Return Fund
Unit price (mid price)1
$4.55
Annualised return since inception2
20.4%
Inception
March 2004
The Regal Atlantic Absolute Return Fund aims to achieve high levels of absolute returns by pursuing an aggressive investment approach with an elevated level of risk.
The Fund utilises a long/short strategy and is able to vary its exposure to markets and sectors over time, though will generally have a significant positive exposure to markets over the cycle. It is managed using Regal’s fundamental investment process with the majority of companies listed in Australia and other Asian markets. The Fund may also have exposure to emerging markets.
The Fund is open to applications monthly and redemptions quarterly and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
The strategy can be accessed via an Australian unit trust or a USD Cayman vehicle.
Wholesale & sophisticated investors3
Regal Tasman Market Neutral Fund
Unit price (mid price)1
$2.34
Annualised return since inception2
12.7%
Inception
May 2007
The multi award-winning Regal Market Neutral Strategy invests in Australian and pan-Asian markets with a high-conviction, fundamental long-short approach
The Fund maintains a low overall net market exposure (typically +/- 30% net exposure) and seeks to generate positive absolute returns over the medium to long term, with limited correlation to underlying equity markets.
The Fund is open to applications and redemptions monthly and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
The strategy can be accessed via an Australian unit trust or a USD Cayman vehicle.
Wholesale & sophisticated investors3
Regal Global Small Companies Fund
Unit price (mid price)1
$1.53
Return since inception2
55.4%
Inception
April 2025
The Fund aims to deliver strong, positive absolute returns over the medium to long term. The Fund will utilise a fundamental investment approach to construct a long / short portfolio, typically consisting of listed global small and mid-cap companies, with a bias towards investing in developed markets, including the US, Europe and Australia.
The Fund will typically seek to invest in long exposures that meet ‘quality’ and ‘growth’ criteria such as a strong revenue and earnings growth profile, attractive unit economics, conservative balance sheet position, exceptional management team, globally addressable market and structural growth tailwinds.
The Fund seeks to identify and benefit from the significant opportunities for value creation that consistently arise within the small mid-cap universe by identifying and exploiting pricing and research inefficiencies. To fulfil the Fund’s objective, it is expected that gross exposure will generally be between 150% and 250% and net exposure will generally be between -25% and +125%. The Fund may also invest in large cap companies, microcap companies, unlisted companies, pre-IPO investments, derivatives and futures to fulfil its objective.
The Fund is open to applications and redemptions monthly and is suitable for wholesale and sophisticated investors who have a medium-long term investment horizon.
Wholesale & sophisticated investors3
Regal Emerging Companies Opportunities Fund
Unit price (mid price)1
$1.66
Annualised return since inception2
13.5%
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.
The strategy can be accessed via an Australian unit trust or a USD Cayman vehicle.
Wholesale & sophisticated investors3
Regal Private Credit Opportunities Fund
Unit price (mid price)1
$1.03
Annualised Return since inception2
9.6%
Inception
October 2022
The Regal Private Credit Opportunities Fund targets returns of 8-12% p.a. through the cycle by focusing on private credit investments. It targets targeting bilaterally originated and negotiated loans to middle market companies, corporates owned by financial sponsors, as well as other idiosyncratic opportunities and credit solutions.
With a primary focus on first lien senior and secured floating rate loans, the Fund runs a flexible mandate and will tactically allocate capital across the credit spectrum depending on the most attractive risk adjusted return opportunities.
The Fund pays distributions quarterly, is open to applications monthly, redemptions semi-annually (from July 2025 onwards) and is suitable for wholesale and sophisticated investors.
Wholesale & sophisticated investors3
Regal Resources Royalties Fund
Unit price (mid price)1
$2.06
Annualised return since inception2
25.3%
Inception
August 2019
The Regal Resources Royalties Fund seeks to provide investors with exposure to an attractive risk-adjusted asset class, providing a unique opportunity to gain exposure to an income stream uncorrelated to equity markets.
The Fund invests in natural and renewable resource royalties, commodity streams and royalty related structure solutions, with an aim of building a portfolio of investments that provide both income and growth while seeking to minimize the downside risk usually associated with investing in mining activities such as costs and exploration expenditure
The Fund is open to applications monthly and redemptions annually and is suitable for wholesale and sophisticated investors who have a longer-term investment horizon.
Wholesale & sophisticated investors3
Regal Investment Fund (ASX:RF1)
Listed
June 2019
ASX-listed Regal Investment Fund provides investors with an exposure to a selection of alternative investment strategies managed across Regal, with an objective to produce attractive risk-adjusted absolute returns over a period of more than five years with limited correlation to equity markets
RF1 is invested across nine alternative investment strategies, covering long/short equities, private markets, water, resources royalties and private credit.
Wholesale & sophisticated investors3
Regal Asian Investments (ASX:RG8)
Listed
November 2019
ASX-listed Regal Asian Investments provides investors with access to an actively-managed, concentrated portfolio, comprising long investments and short positions in Asian listed securities and companies with significant exposure to the Asian market.
In June 2022, portfolio management responsibilities transitioned from the VGI Partners investment team to Regal. Utilising a fundamental, bottom-up investment approach, the portfolio leverages Regal’s extensive experience, network and specialist investment team.
Wholesale & sophisticated investors3
Contact Us
If you are a securityholder and require assistance, please contact +43 6888 7993 7235 (within Australia)
8:30am to 5:30pm Monday to Friday (Sydney time) or email donaldevens86@gmail.com
As a result of the Corporations Amendment (Meetings and Documents) Act 2022, we will be sending you shareholder communications (including notices of meetings, other meeting-related documents and annual financial reports) ("Communications") electronically where you have provided us with an email address, unless you have specifically elected or requested otherwise.
You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.