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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Sustainable funds in NZ buck global trends
16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
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Listed Investment Companies monthly performance: September 2025
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,098.40 | 53.80 | -0.59% |
| CAC 40 | 8,055.51 | 105.33 | 1.32% |
| DAX 40 | 23,959.99 | 390.03 | 1.65% |
| Dow JONES (US) | 47,368.63 | 381.53 | 0.81% |
| FTSE 100 | 9,787.15 | 104.58 | 1.08% |
| HKSE | 26,583.18 | 65.88 | -0.25% |
| NASDAQ | 23,527.17 | 522.64 | 2.27% |
| Nikkei 225 | 50,842.93 | 68.83 | -0.14% |
| NZX 50 Index | 13,604.55 | 12.93 | -0.09% |
| S&P 500 | 6,832.43 | 103.63 | 1.54% |
| S&P/ASX 200 | 8,818.80 | 56.80 | -0.64% |
| SSE Composite Index | 3,999.41 | 19.19 | -0.48% |