SOLARIS CORE AUSTRALIAN EQUITY FUND

APIR Code: WHT0009AU | ARSN 128 859 898

Investment Objective

Outperformance of the S&P/ASX 200 Accumulation Index over rolling 3 year periods.

holds between

40-70

securities.
The Fund can invest in listed Australian securities, as well as in securities expected to be listed on an Australian exchange.

Asset Classes and Allocation

The Fund holds between

95-100%

of Australian Shares
(including derivatives).

Designed For

Growth. This risk level is aimed at investors who are prepared to take more risk in exchange for potentially higher returns on their investment over the longer term. Growth investors are comfortable with volatility and with the possibility of negative returns.

SOLARIS AUSTRALIAN EQUITY FUND (TOTAL RETURN)

APIR Code: SOL0002AU | ARSN 167 220 546

Investment Objective

Outperformance of the S&P/ASX 200 Accumulation Index (grossed up for franking) over rolling 3 year periods.

holds between

40-70

securities.
The Fund can invest in listed Australian securities, as well as in securities expected to be listed on an Australian exchange.

Asset Classes and Allocation

The Fund holds between

95-100%

of Australian Shares
(including derivatives).

Designed For

Low tax paying investors who are able to receive the benefits of franking credits, for example superannuation funds and charities.

 

 

 

Existing Unitholders:

Please note the Solaris Core Australian Equity Fund (Total Return) will transition the unit registry services effective 1 September 2025. Read more>

 

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.