asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: SOL0001AU
release_schedule:
structure: Managed Fund
commentary_block:
factsheet_url:
fund_features:
The Solaris Core Australian Equity Fund (Performance Alignment) Unit Class provides the investor with an opportunity to invest in a fund with a performance fee structure that requires the investor to pay a performance fee only if the Fund outperforms its Benchmark. This fee structure provides a clear alignment of interests between the investor and Solaris by aligning the fee earning potential with Benchmark outperformance. The objective of the Fund is 3.0% p.a. outperformance of the S&P/ASX 200 Accumulation Index over rolling 3 year periods.
- The Fund’s investments will be spread across a carefully researched and actively managed portfolio of up to 70 different company stocks.
- This diversification of investments can help reduce overall investment risk.
- Solaris has no consistent bias towards value or growth stocks, therefore the investment style can be described as style-neutral.
- Fundamental analysis and stock selection are optimised by analysts being empowered and rewarded as portfolio managers.