The 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 Regals fundamental investment process with the majority of companies listed in Australia and other Asian markets. The fund may also have exposure to emerging markets. It is suitable for investors who have a longer term investment horizon (three to five years).
This chart represents the performance of the Atlantic Absolute Return Fund (net of fees) and highlights the current value of A$100k invested at inception (March 2004). Assumes reinvestment of distributions.
Past performance is not a reliable indicator of future performance.
Philip King is the Chief Investment Officer of Regal. In this video, Philip talks about what he looks for in long and short positions and how the strategy is implemented in the Atlantic Absolute Return Fund.