Welcome to the Katana Australian Equity Fund Online Application
About this fund
It is a legal requirement that all investors download and read the Product Disclosure Statement for the Katana Australian Equity Fund prior to proceeding.
The minimum investment amount for the Katana Australian Equity Fund is $25,000 for new investors in this fund or $100 for existing investors.
This fund is open to Retail investors in Australia only.
Target Market Determination
This product is likely to be appropriate for a consumer seeking CAPITAL GROWTH and SOME INCOME to be used as a CORE COMPONENT or SATELLITE ALLOCATION within a portfolio where the consumer has a 3-5 YEAR term investment horizon, MEDIUM to HIGH risk/return profile aligned to market volatility, and requires MONTHLY access to capital.
What do you want to do?
This online application process is powered by OLIVIA123. Please read the following before selecting which option suits your situation:
- If you have previously started an online application for this fund and have not submitted it choose "Continue an existing application"
- If you have previously used or registered for OLIVIA123 to start an online application for this or any other fund, choose "Login Now"
- If you have not yet started an application, or not used or registered for OLIVIA123 before, choose "Start a new application"
- If you don't want to start a new or continue an existing application, but would like to view your dashboard, choose "Go to dashboard"