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
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,775.40 | 87.40 | 1.01% |
| CAC 40 | 7,537.57 | 52.09 | -0.69% |
| DAX 40 | 23,269.01 | 81.54 | -0.35% |
| Dow JONES (US) | 42,581.78 | 374.96 | 0.89% |
| FTSE 100 | 8,758.04 | 16.61 | -0.19% |
| HKSE | 24,145.11 | 455.98 | 1.92% |
| NASDAQ | 19,630.97 | 183.56 | 0.94% |
| Nikkei 225 | 38,768.23 | 414.14 | 1.08% |
| NZX 50 Index | 12,479.99 | 52.66 | -0.42% |
| S&P 500 | 6,025.17 | 57.33 | 0.96% |
| S&P/ASX 200 | 8,557.60 | 82.70 | 0.98% |
| SSE Composite Index | 3,415.45 | 33.87 | 1.00% |