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.
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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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,907.00 | 2.50 | 0.03% |
| CAC 40 | 8,106.39 | 126.10 | -1.53% |
| DAX 40 | 23,664.16 | 377.46 | -1.57% |
| Dow JONES (US) | 47,457.22 | 797.60 | -1.65% |
| FTSE 100 | 9,625.93 | 181.75 | -1.85% |
| HKSE | 26,572.46 | 500.57 | -1.85% |
| NASDAQ | 22,870.36 | 536.10 | -2.29% |
| Nikkei 225 | 50,376.53 | 905.30 | -1.77% |
| NZX 50 Index | 13,464.46 | 133.41 | -0.98% |
| S&P 500 | 6,737.49 | 113.43 | -1.66% |
| S&P/ASX 200 | 8,634.50 | 8.90 | 0.10% |
| SSE Composite Index | 3,990.49 | 39.01 | -0.97% |