Solaris Core Australian Equity Inst - Managed Fund

The objective of the Solaris Core Australian Equity Inst managed fund is 3.0% p.a. outperformance of the S&P/ASX 200 Accumulation Index over rolling 3 year periods.

The strategy of the Solaris Core Australian Equity Inst managed fund is Solaris has no consistent bias towards value or growth stocks, therefore the investment style can be described as style-neutral. Solaris picks stocks using fundamental analysis to exploit market inefficiencies in forecasts and valuations. Fundamental analysis and stock selection are optimised by analysts being empowered and rewarded as portfolio managers.

The APIR code of the Solaris Core Australian Equity Inst managed fund is WHT0009AU.

Solaris Core Australian Equity Inst’s total return last month was -0.91%. This was made up of a growth return of -0.91% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Solaris Core Australian Equity Inst’s total return for the last three months was 3.15%. This was made up of a growth return of 3.15% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Solaris Core Australian Equity Inst’s one-year total return is 27.52%. This was made up of a growth return of 19.1% and an income return of 8.42%. These returns were calculated as at 31 Oct 2024.

Solaris Core Australian Equity Inst’s one-year total return is 9.38%. This was made up of a growth return of 2.38% and an income return of 7%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Solaris Core Australian Equity Inst managed fund is :

The Responsible Entity for the Solaris Core Australian Equity Inst managed fund is Pinnacle Fund Services Limited.

The Solaris Core Australian Equity Inst managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Oct 2024, the size of the Solaris Core Australian Equity Inst managed fund was $149.64 million.

The Solaris Core Australian Equity Inst managed fund has an inception date of 9 Jan 2008.

The current entry price of the Solaris Core Australian Equity Inst managed fund is $1.413 per unit and the current exit price is $1.4046 per unit (as at 21 Nov 2024).

The current exit price of the Solaris Core Australian Equity Inst managed fund is $1.4046 per unit and the current entry price is $1.413 per unit (as at 21 Nov 2024).

The minimum initial investment amount for the Solaris Core Australian Equity Inst managed fund is $1,000,000. Minimum additional investment is $50000.