Whilst the September quarter was a tough period, we have once again achieved our goal of remaining in the top quartile of managed funds.

Based on the Mercer review (extract below), the Katana Australian Equity Fund ranked 13th out of 104 funds which submit their data for review.

Whilst we are never satisfied with a negative return, we are buoyed by the strong start to the December quarter and remain cashed up to profit from a market move in either direction.

Fun Performance

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