What is RF1? Interview between David Wright, Zenith Investment Partners and Phil King, Regal

How to use RF1 in portfolios – David Wright, Zenith Investment Partners

The Regal Investment Fund (the Fund) is a newly established managed investment scheme registered with ASIC to be listed on the Australian Securities Exchange with the proposed ASX code RF1.Equity Trustees Limited(ACN 004 031 298) AFSL 240975 is the Responsible Entity of the Fund and Regal Funds Management Pty Ltd (ACN 107 576 821) has been appointed as the investment manager of the Fund.

The initial public offer of Units in the Fund is for a minimum of $100 million and a maximum of $500 million at $2.50 per Unit (the Offer).

The Fund has been established to provide investors with exposure to a selection of alternative investment strategies, with an investment objective of building a portfolio which produces attractive risk adjusted absolute returns over a period of more than five years with limited correlation to equity markets.

The Funds listed structure allows investors to access an investment management capability typically only available to wholesale investors.

The Fund will also provide investors with exposure to Regals investment expertise, including our 15 year long track record of managing alternative investment strategies. The investment team members have, on average, over ten years experience in financial markets both in Australia and overseas, with extensive experience of investing through many market cycles. The team has experience on the buy and sell side, fundamental investing, sales and research, long-side and hedge fund investing as well as investment banking and capital markets.

The Fund may appeal to investors who are seeking risk adjusted absolute returns from alternative investment strategies to diversify their investment portfolio. Investors should regard any investment in the Fund as a long term proposition and are to be aware that substantial fluctuations in the value of the portfolio held by the Fund may occur on a month to month basis over that period.

What makes the Fund different is the Managers ability to use different combinations of multiple Regal Investment Strategies over the life of the Fund.

Please refer to the PDS for further information relating to the offer.

1The Manager has agreed to pay for all upfront establishment costs of the Offer in full out of its own pocket in order to ensure that the pro forma NAV backing per Unit at the beginning of the day on which trading of Units commences on the ASX is not less than $2.50. Please see Section 11 for more information on fees and costs.

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General offer closes earlier of $500m or 29 May 2019Apply online Now