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: June 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: May 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 | 8,916.40 | 0.70 | -0.01% |
| CAC 40 | 7,546.16 | 225.81 | -2.91% |
| DAX 40 | 23,425.97 | 639.50 | -2.66% |
| Dow JONES (US) | 43,588.58 | 542.40 | -1.23% |
| FTSE 100 | 9,068.58 | 64.23 | -0.70% |
| HKSE | 24,650.66 | 142.85 | 0.58% |
| NASDAQ | 20,650.13 | 472.31 | -2.24% |
| Nikkei 225 | 40,234.63 | 564.97 | -1.38% |
| NZX 50 Index | 12,684.04 | 45.36 | -0.36% |
| S&P 500 | 6,238.01 | 101.38 | -1.60% |
| S&P/ASX 200 | 8,657.40 | 4.60 | -0.05% |
| SSE Composite Index | 3,566.50 | 6.55 | 0.18% |