Katana Australian Equity Fund

KTA0002AU

Katana Australian Equity Fund KTA0002AU Strategy

Katana will focus on purchases under two parameters Investments or Market Opportunities. Investments are considered to be holdings where the underlying value can be quantified and the current market price is below this quantifiable value. Market Opportunities on the other hand are typically focused on shorter term “trade” ideas and may not meet all of the Managers’ criteria to be considered an “investment”. Market Opportunities are typically held for a shorter duration than Investments.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
funds

The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
funds

The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,849.3074.60-0.84%
CAC 408,090.2827.50-0.34%
DAX 4025,402.2838.53-0.15%
Dow JONES (US)51,919.29501.91-0.96%
FTSE 10010,658.1339.44-0.37%
HKSE24,667.24250.36-1.00%
NASDAQ25,978.71207.71-0.79%
Nikkei 22563,484.108.89-0.01%
NZX 50 Index13,484.2276.47-0.56%
S&P 5007,578.8341.15-0.54%
S&P/ASX 2008,672.5077.40-0.88%
SSE Composite Index3,864.2821.05-0.54%

Market Movers