Regal Resources Long Short A - Managed Fund

Fund Objective

The Fund aims to generate positive absolute returns over the long term by taking a long / short approach to investing in a portfolio of listed securities, typically within the resources sector. The Fund will primarily invest in listed Australian securities, however may also invest in unlisted and pre-IPO investments, global and emerging markets, derivatives and futures to fulfil its objective.

Fund Strategy

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	1.65%	-1.55%	1.86%	-6.11%	2.38%	5.85%	-%	-%
Growth return	1.65%	-6.9%	-3.68%	-11.21%	-5.15%	-1.88%	-%	-%
Income return	0%	5.35%	5.54%	5.1%	7.53%	7.73%	-%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	3.1%	7.03%	11.65%	14.74%	14.82%	13.04%	12.32%	9.87%

As at 31 Aug 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

Alternatives: 0.58%

Australian Equities: 93.72%

International Equities: 4.82%

Cash: -0.78%

Property & Infrastructure: 1.41%

Fixed Interest: 0.26%

General Information

Fund Details

Type	Description
Fund Name	Regal Resources Long Short A
Responsible Entity	Regal Funds Management Pty Limited
APIR Code	RGL9049AU
Sector/Asset Class	Equity Australia Long Short
Morningstar Rating	(as at 31 Aug 2025)
Legal Structure	Investment Fund
Fund Inception	15 Oct 2021
Fund Size	n/a
Entry Price	$1.2569 (as at 29 Aug 2025)
Exit Price	$1.2493 (as at 29 Aug 2025)
Fund Status	Open

Offer information

Type	Description

FAQs about the Regal Resources Long Short A

What is the objective of the Regal Resources Long Short A managed fund?

The objective of the Regal Resources Long Short A managed fund is The Fund aims to generate positive absolute returns over the long term by taking a long / short approach to investing in a portfolio of listed securities, typically within the resources sector. The Fund will primarily invest in listed Australian securities, however may also invest in unlisted and pre-IPO investments, global and emerging markets, derivatives and futures to fulfil its objective.

What is the strategy for the Regal Resources Long Short A managed fund?

The strategy of the Regal Resources Long Short A managed fund is The Fund aims to generate positive absolute returns over the long term by taking a long / short approach to investing in a portfolio of listed securities, typically within the resources sector. The Fund will primarily invest in listed Australian securities, however may also invest in unlisted and pre-IPO investments, global and emerging markets, derivatives and futures to fulfil its objective.

What is the APIR code of the Regal Resources Long Short A managed fund?

The APIR code of the Regal Resources Long Short A managed fund is RGL9049AU.

What was Regal Resources Long Short A’s total return last month?

Regal Resources Long Short A’s total return last month was 1.65%. This was made up of a growth return of 1.65% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What was Regal Resources Long Short A’s total return for the last three months?

Regal Resources Long Short A’s total return for the last three months was -1.55%. This was made up of a growth return of -6.9% and an income return of 5.35%%. These returns were calculated as at 31 Aug 2025.

What is Regal Resources Long Short A’s one-year total return?

Regal Resources Long Short A’s one-year total return is -6.11%. This was made up of a growth return of -11.21% and an income return of 5.1%. These returns were calculated as at 31 Aug 2025.

What is Regal Resources Long Short A’s three-year total return?

Regal Resources Long Short A’s one-year total return is 5.85%. This was made up of a growth return of -1.88% and an income return of 7.73%. These returns were calculated as at 31 Aug 2025.

What is the asset allocation of the Regal Resources Long Short A managed fund?

The asset allocation of the Regal Resources Long Short A managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the Regal Resources Long Short A managed fund?

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

What sector/asset class does the Regal Resources Long Short A managed fund belong to?

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

What is the size of the Regal Resources Long Short A managed fund?

As at , the size of the Regal Resources Long Short A managed fund was $ million.

What is the inception date of the Regal Resources Long Short A managed fund?

The Regal Resources Long Short A managed fund has an inception date of 15 Oct 2021.

What is the current entry price of the Regal Resources Long Short A managed fund?

The current entry price of the Regal Resources Long Short A managed fund is $1.2569 per unit and the current exit price is $1.2493 per unit (as at 29 Aug 2025).

What is the current exit price of the Regal Resources Long Short A managed fund?

The current exit price of the Regal Resources Long Short A managed fund is $1.2493 per unit and the current entry price is $1.2569 per unit (as at 29 Aug 2025).

What is the minimum investment amount for the Regal Resources Long Short A managed fund?

The minimum initial investment amount for the Regal Resources Long Short A managed fund is $.

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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