Institutional

Solaris has a long history in managing Australian Equity portfolios for institutional investors, including superannuation funds, insurance companies, endowments and family offices.

The single investment process and team structure support all Solaris institutional strategies, including:

  • Core Strategy: Flagship strategy, diversified portfolio of 40-60 positions. It leverages the analyst-empowered model to seek outperformance over the S&P/ASX 200 Index.
  • Core Plus Strategy: Leverages the Solaris investment process in a more concentrated portfolio of higher conviction positions, with commensurate higher alpha target and higher tracking error.
  • Tailored Mandates: Solaris’s process allows for client-specific customisation, including bespoke benchmarks and tailored mandates with options to manage for ESG and after-tax outcomes.

Funds

(Wholesale class units for these strategies which are not available to retail clients)

Solaris Core Australian
Equity Fund

APIR: WHT0009AU

Solaris Australian Equity
Fund (Total Return)

APIR: SOL0002AU

How to invest

If you are an institutional investor (minimum investment $2 million) and require an Information Memorandum (IM) on the above funds, please contact Solaris Client Services on distribution@pinnacleinvestment.com

These refer to wholesale class units for these strategies which are not available to retail clients.

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Solaris respects and acknowledges the Traditional Owners and Custodians of Country. We recognise their continuous connection to the lands, waters and skies across Australia and express our sincere gratitude to the peoples on whose land we work.

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ACN 128 512 621 | AFSL 330505