Katana Australian Equity Fund upgraded by SQM

sqm research australian equities actively managed funds

31 October 2018
| By Nicholas Grove |
image
image
expand image

Australian equity manager Katana Asset Management has had its Australian Equity Fund upgraded to 4 stars by SQM Research.

The fund is a benchmark-unaware, long-only portfolio that seeks to outperform the ASX All Ordinaries Accumulation Index.

“We are very pleased with the upgrade to four stars. This outcome is great recognition for the work the team has put in to managing the portfolio and focusing on get the best possible outcome for our investors,” said Romano Sala Tenna, portfolio manager at Katana.

The Katana Australian Equity Fund provided investors with a 20.27 per cent return in the 12 months to 30 September, outperforming its benchmark by 5.59 per cent.

Sala Tenna said he was particularly happy that SQM Research recognised the low volatility of the fund compared to the market and its peer group.

“Performance tables very rarely show the quality of the return, but for us, generating strong risk-adjusted returns are paramount,” he said.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 19 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 23 hours ago