ABOUT INSTITUTIONAL FUNDS AWARDS INSIGHTS CONTACT APPLY ONLINE LOGIN STRATEGIES PERFORMANCE 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. HOW TO INVEST If you are an institutional investor (minimum investment $2 million) and require an Information Memorandum (IM) on the above funds, please contact SOLARIS CLIENT SERVICES ON DISTRIBUTION@PINNACLEINVESTMENT.COM These refer to wholesale class units for these strategies which are not available to retail clients. ENQUIRIES 1300 010 311 distribution@pinnacleinvestment.com RECEIVE NEWS AND INSIGHTS SUBSCRIBE © 2020 Solaris Investment Management ACN 128 512 621 | AFSL 330505 Privacy Policy Disclaimer