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

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

KiwiSaver Survey | September Quarter 2024

The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.
funds

New Zealand sustainable funds buck global trends

Insights from Morningstar’s Q3 New Zealand Sustainable Flow report

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,479.9029.000.34%
CAC 407,311.8094.971.32%
DAX 4019,263.70260.591.37%
Dow JONES (US)43,848.69109.50-0.25%
FTSE 1008,071.1940.860.51%
HKSE19,435.81387.64-1.96%
NASDAQ19,180.7649.97-0.26%
Nikkei 22538,535.70185.96-0.48%
NZX 50 Index12,692.9418.450.15%
S&P 5005,969.0516.33-0.27%
S&P/ASX 2008,224.0030.600.37%
SSE Composite Index3,379.8459.44-1.73%

Market Movers