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Independent Investment Research

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SVNP rated "RECOMMENDED" by Independent Investment Research

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Summary

This Insights entry provides access to Independent Investment Research’s July 2026 review of the Savana US Small Caps Active ETF, which received a Recommended rating. The report examines the fund’s structure, investment objective, management team and systematic approach to identifying undervalued companies. It describes how Savana applies its proprietary models to public company information and translates valuation signals into portfolio decisions. The review also covers investor suitability, portfolio characteristics, performance analysis, peer comparisons and the strengths and risks considered in the assessment.

Its discussion places the fund’s relatively short listed history alongside the longer development and testing of the investment process. The rating is an assessment made at the report’s date, not an assurance of future returns or a personalised recommendation. Readers can use the linked document to examine the complete analysis, rating methodology and disclosures, including the statement that the research was commissioned and paid for by the manager.

Independent Investment Research has reviewed and rated the Savana US Small Caps Active ETF ‘Recommended’ in its 2026 assessment.

Download the full report below:

ASX:SVNP
Savana US Small Caps Active ETF
+11.05% p.a.
Total Return Since Inception
+4.54% p.a.
Versus Benchmark

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IMPORTANT INFORMATION
This material has been prepared by Savana Asset Management Pty Ltd (ABN 79 662 088 904) (Savana). Savana Active ETFs is a registered business name of Savana Asset Management Pty Ltd (ABN 79 662 088 904), holder of Australian Financial Services Licence (AFSL) No. 700458. The Savana US Small Caps Active ETF (ASX: SVNP) (ARSN 649 028 722) is issued by K2 Asset Management Limited (K2) ABN 95 085 445 094, AFS Licence No 244393, a wholly owned subsidiary of K2 Asset Management Holdings Limited (ABN 59 124 636 782). The information contained in this document is produced in good faith and does not constitute any representation or offer by K2, Savana or Fat Prophets.

This material is for information purposes only and has been prepared for both retail and wholesale investors. It is not an offer or a recommendation to invest. No representation is made as to future performance or volatility of the investment, and there is no guarantee that the investment objectives or strategy will be successful. Any forward-looking statements, opinions and estimates are based on assumptions and contingencies which are subject to change without notice. No representations or warranties, expressed or implied, are made as to the accuracy or completeness of the information contained in this document. In preparing this document, we have relied upon and assumed, without independent verification, the accuracy and completeness of all information available to Savana. Persons should rely solely upon their own investigations in respect of the subject matter discussed. To the maximum extent permitted by law, all liability in reliance on this document is expressly disclaimed.

This material may not be reproduced, distributed or published, in whole or in part, without the prior approval of Savana. There are risks associated with an investment in the Savana US Small Caps Active ETF (SVNP), including active management risk, market risk, currency risk, concentration risk, liquidity risk and model risk. Investment values may rise and fall, and past performance is not indicative of future performance. This material has not been prepared taking into account your objectives, financial situation or needs. An investment in SVNP should be considered as part of a broader portfolio, having regard to your individual objectives, financial situation and needs, including your tolerance for risk. Before making an investment decision, you should consider the Product Disclosure Statement (PDS) and Target Market Determination (TMD), available at www.savana.ai.

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