Solaris Core Australian Equity Fund (Total Return)

Managed by the highly experienced Solaris Australian equities team

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Existing Unitholders: Please note the Solaris Core Australian Equity Fund (Total Return) has transitioned unit registry services effective 1 September 2025. Read more>

Overview

The Solaris Core Australian Equity Fund (Total Return) is an actively managed, diversified portfolio of 40-60 Australian equities but is designed for low tax paying investors who are able to receive the benefits of franking credits. The Fund is managed on an after-tax basis to improve the Total Return of the Fund.

The Fund aims to outperform the S&P/ASX 200 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt) over the medium to long term after fees.

Proven Performance

long track record of consistent outperformance*

Empowered analyst model

fully accountable Portfolio managers reduces key person risk

Style Agnostic


majority of risk and return from companies rather than styles and sectors

Managed on an-after tax basis

improving the total return of the Fund

Key Features

APIR Code: SOL0002AU
Benchmark: S&P/ASX 200 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt)
Investment Universe: 250+ stocks in Australian listed securities
Holds Between: 40 – 60 stocks in Australian listed securities
Suggested Investment Timeframe Minimum 3 years
Risk: High
Portfolio allocation1 95-100% Australian equities

0-5% Cash and cash equivalents
Style: Neutral

Unit Prices and Distribution History

Unit Prices

Unit prices are net of fees and do not include distributions. Calculation of unit prices are based on the net asset value plus/minus transaction costs divided by units on issue. Past performance is not a reliable indicator of future performance. This material has been provided for general information purposes and must not be construed as investment advice.

Distribution History

*Past performance is not a reliable indicator of future performance.

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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.

© Solaris Investment Management

ACN 128 512 621 | AFSL 330505