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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

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Listed Investment Companies monthly performance: May 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Contrasting views of investing that may both be right

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How to tell if a fund or ETF will likely underperform

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Markets

Index
Last price
Change
% Change
All Ordinaries 8,076.90 101.80 1.28%
CAC 40 7,644.08 62.81 -0.81%
DAX 40 18,146.58 179.00 -0.98%
Dow JONES (US) 39,411.21 260.88 0.67%
FTSE 100 8,262.92 18.63 -0.22%
HKSE 18,072.90 45.19 0.25%
NASDAQ 17,496.82 192.54 -1.09%
Nikkei 225 39,173.15 368.50 0.95%
NZX 50 Index 11,716.44 88.58 0.76%
S&P 500 5,447.87 16.75 -0.31%
S&P/ASX 200 7,838.80 105.10 1.36%
SSE Composite Index 2,950.00 13.10 -0.44%

Market Movers

Name
Last price
Change
% Change
Red 5 Ltd RED 0.39 0.03 -6.10%
Core Lithium Ltd CXO 0.09 0.01 8.86%
Lake Resources NL LKE 0.04 0.00 -4.55%
Sayona Mining Ltd SYA 0.04 0.00 2.94%
Telstra Group Ltd TLS 3.63 0.01 0.28%
Pilbara Minerals Ltd PLS 3.15 0.04 1.29%
Imugene Ltd IMU 0.06 0.00 3.64%
Liontown Resources Ltd LTR 0.90 0.01 -1.10%
Melbana Energy Ltd MAY 0.05 0.01 20.00%
Botanix Pharmaceuticals Ltd BOT 0.37 0.01 -2.67%