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: January 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
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,013.30 | 46.70 | 0.59% |
| CAC 40 | 8,035.21 | 97.00 | 1.22% |
| DAX 40 | 22,964.07 | 396.93 | 1.76% |
| Dow JONES (US) | 41,315.56 | 501.99 | 1.23% |
| FTSE 100 | 8,620.17 | 77.61 | 0.91% |
| HKSE | 23,959.98 | 497.33 | 2.12% |
| NASDAQ | 17,660.11 | 357.10 | 2.06% |
| Nikkei 225 | 37,053.10 | 263.07 | 0.72% |
| NZX 50 Index | 12,266.25 | 57.20 | 0.47% |
| S&P 500 | 5,611.17 | 89.65 | 1.62% |
| S&P/ASX 200 | 7,789.70 | 40.60 | 0.52% |
| SSE Composite Index | 3,419.56 | 60.83 | 1.81% |