SOLARIS CORE AUSTRALIAN EQUITY FUND

APIR Code: WHT0009AU | ARSN 128 859 898

Investment Objective

Outperformance of the S&P/ASX 200 Accumulation Index over rolling 3 year periods.


holds between

40-70

securities.
The Fund can invest in listed Australian securities, as well as in securities expected to be listed on an Australian exchange.


Asset Classes and Allocation

The Fund holds between

95-100%

of Australian Shares
(including derivatives).


Designed For

Growth. This risk level is aimed at investors who are prepared to take more risk in exchange for potentially higher returns on their investment over the longer term. Growth investors are comfortable with volatility and with the possibility of negative returns.

SOLARIS AUSTRALIAN EQUITY FUND (TOTAL RETURN)

APIR Code: SOL0002AU | ARSN 167 220 546

Investment Objective

Outperformance of the S&P/ASX 200 Accumulation Index (grossed up for franking) over rolling 3 year periods.


holds between

40-70

securities.
The Fund can invest in listed Australian securities, as well as in securities expected to be listed on an Australian exchange.


Asset Classes and Allocation

The Fund holds between

95-100%

of Australian Shares
(including derivatives).


Designed For

Low tax paying investors who are able to receive the benefits of franking credits, for example superannuation funds and charities.

 

 

 

SOLARIS HIGH ALPHA AUSTRALIAN EQUITY FUND

APIR Code: WHT0010AU | ARSN 128 860 159

Investment Objective

Outperformance of the S&P/ASX 200 Accumulation Index over rolling 3 year periods.


holds between

20-40

securities.
The Fund can invest in listed Australian securities, as well as in securities expected to be listed on an Australian exchange.


Asset Classes and Allocation

The Fund holds between

95-100%

of Australian Shares
(including derivatives).


Designed For

Aggressive. This risk level is aimed at investors who are willing to take more risk in search of greater returns. Aggressive investors are comfortable with volatility and with the possibility of negative returns and aim to invest over a longer period.