Solaris Australian Equity Income
WHT2589AU
Solaris Australian Equity Income WHT2589AU Strategy
Solaris will use fundamental analysis to select stocks to deliver high income and a total return (capital return similar to the market). The aim is to deliver investors a significantly higher post tax yield than the market without taking large stock, sector or style risks. The investment process aims to maximise the value gained from overweighting stocks around ex-dividend dates, franked dividends and off-market buybacks. The portfolio is managed from the perspective of a 0% taxpayer.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: September 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: August 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,065.70 | 11.20 | -0.12% |
| CAC 40 | 7,964.77 | 109.46 | -1.36% |
| DAX 40 | 23,734.02 | 315.72 | -1.31% |
| Dow JONES (US) | 46,912.30 | 398.70 | -0.84% |
| FTSE 100 | 9,735.78 | 41.30 | -0.42% |
| HKSE | 26,283.52 | 202.38 | -0.76% |
| NASDAQ | 23,053.99 | 445.80 | -1.90% |
| Nikkei 225 | 49,888.48 | 995.20 | -1.96% |
| NZX 50 Index | 13,647.43 | 70.62 | 0.52% |
| S&P 500 | 6,720.32 | 75.97 | -1.12% |
| S&P/ASX 200 | 8,801.50 | 9.00 | -0.10% |
| SSE Composite Index | 4,000.06 | 7.70 | -0.19% |