Solaris Core Australian Equity Fund

Managed by the highly experienced Solaris Australian equities team

Menu

Overview

The Solaris Core Australian Equity Fund is an actively managed, diversified portfolio of 40-60 Australian equities.

The Fund aims to outperform the S&P/ASX 200 Accumulation Index 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

Key Features

APIR Code: WHT0009AU
Benchmark: S&P/ASX 200 Accumulation Index
Investment Universe: 250+ stocks in Australian listed securities
Holds Between: 40 – 60 stocks in Australian listed securities
Suggested Investment Timeframe Minimum 7 years
Risk: High
Portfolio allocation1 95-100% Australian equities

0-5% Cash and cash equivalents2
Style: Neutral

1The above portfolio allocation ranges are indicative only. The Fund will be rebalanced within a reasonable period of time should the exposure move outside of the above ranges.
2Excludes cash used for derivatives transactions and exposure.

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.

Follow us

Subscribe for updates

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