Katana Australian Equity Fund upgraded by SQM

sqm research australian equities actively managed funds

31 October 2018
| By Nicholas Grove |
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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.

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