PARTICIPANTS

The Regal Total Return Fund utilizes and pools together unique strategies to build a tactically diversified portfolio. The strategies below are used for the following purposes:

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Enhanced Dividend:

Option-based equity income strategy designed to generate stable and sustainable yield and growth potential.

U.S. All-Cap Equity:

Seeks growth in U.S. based companies with a focus on risk mitigation and capital preservation.

International All-Cap Equity:

Seeks growth in non-U.S. based companies with a focus on risk mitigation and capital preservation.

Tactical Fixed Income:

Utilizes ETFs to tactically find some of the best opportunities in the fixed income market.

Tactical Currencies/Commodities:

Utilizes ETFs to tactically find some of the best opportunities in the currency/commodity markets.

 

STRATEGY HIGHLIGHTS

  1. A combination of unique strategies pooled together in one fund that build a tactically diversified portfolio.
  2. Ability to access the global market in terms of asset classes with a disciplined and consistent process.
  3. Focus on risk mitigation and growing investor capital in a systematic manner.
  4. Access to broad diversification and a wide range of asset classes allows the fund to seek out opportunities for capital appreciation, regardless of current market conditions.