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.

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