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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Trick or treat? Index funds beat their benchmarks more often than active funds over the past decade
A new set of data points brings out the shades of gray in the active/passive debate.
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Private credit’s soaring popularity presents new, unfamiliar risks
Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
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It’s time for LICs to die
If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,144.70 | 189.80 | 2.12% |
| CAC 40 | 8,139.00 | 66.37 | -0.81% |
| DAX 40 | 25,820.36 | 504.65 | -1.92% |
| Dow JONES (US) | 51,285.73 | 237.33 | -0.46% |
| FTSE 100 | 10,673.94 | 108.72 | -1.01% |
| HKSE | 24,481.86 | 562.36 | 2.35% |
| NASDAQ | 24,579.43 | 264.43 | 1.09% |
| Nikkei 225 | 57,434.77 | 4,753.86 | -7.64% |
| NZX 50 Index | 13,970.15 | 28.35 | -0.20% |
| S&P 500 | 7,376.86 | 23.13 | 0.31% |
| S&P/ASX 200 | 9,020.80 | 186.30 | 2.11% |
| SSE Composite Index | 3,649.18 | 40.73 | -1.10% |