Dear All,

What another busy quarter it has been! I’m pleased to report that the Katana Australian Equity Fund has continued to do well for the YTD June 30 and over the 3yr and since inception timeframes as well. Please find the links below to our June 30 returns update for your review, now also against the All Ords Accumulation Index for an additional comparison. In addition, we’ve there is also a link to a brief fund review for the June quarter.

We have also been busy in the media, attracting an average of 2-3 pieces per week.  The article gaining the most traction has been 10 factors to watch when buying expensive shares, originally published in CuffeLinks and then Livewire. Earlier in July our new website also went live and now contains an easy to review host of information and downloadable content. We look forward to hearing your feedback on the Katana website.

Thanks again for your interest in the Katana fund. We look forward to keeping you updated and helping to answer any further questions you’ve got. For further information or for a discussion, please contact Adam Allcock on 0447 170 079 or email me at [email protected].

Kind regards,
Katana team.



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