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WAM Active Limited Ord WAA Strategy

To preserve capital over most periods of time, provide investors with a positive return, after fees, over most periods of time; and deliver investors a regular income stream in the form of fully franked dividends. The Market Driven strategies employed to fulfil its mandate include: 1. Participating in initial public offerings, placements, rights issues and underwritings were the immediate valuation upside appears favourable; 2. Participating in block trades which are below market values because of time constraints; 3. Participating in takeovers, mergers, schemes of arrangement and corporate spin-offs which appear favourably priced; 4. Trading oversold positions; 5. Short selling and option trading opportunities; 6. Taking advantage of Listed Investment Company discount arbitrages; and 7. Trading opportunities which will deliver acceptable risk adjusted return.
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.

WAM Active Limited Ord News & Analysis

personal-finance

The options to gain equity exposure with less risk

Equity investing pays off over long terms but comes with short-term risks many people cannot tolerate, especially retirees preserving capital.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,956.30 18.40 0.23%
CAC 40 8,105.78 65.42 0.81%
DAX 40 18,137.65 276.85 1.55%
Dow JONES (US) 38,503.69 263.71 0.69%
FTSE 100 8,044.81 20.94 0.26%
HKSE 17,109.12 280.19 1.66%
NASDAQ 15,696.64 245.33 1.59%
Nikkei 225 38,329.39 777.23 2.07%
NZX 50 Index 11,876.41 73.13 0.62%
S&P 500 5,070.55 59.95 1.20%
S&P/ASX 200 7,701.90 18.40 0.24%
SSE Composite Index 3,031.49 9.51 0.31%

Market Movers

Name
Last price
Change
% Change
Base Resources Ltd BSE 0.25 0.02 8.89%
Telstra Group Ltd TLS 3.68 0.01 -0.27%
Zip Co Ltd ZIP 1.18 0.04 -3.07%
Droneshield Ltd DRO 0.85 0.09 -9.14%
The Star Entertainment Group Ltd SGR 0.41 0.01 -1.20%
Cleanaway Waste Management Ltd CWY 2.69 0.33 -10.80%
Imugene Ltd IMU 0.08 0.00 -1.76%
South32 Ltd S32 3.32 0.00 0.00%
Pilbara Minerals Ltd PLS 3.86 0.05 1.31%
Immutep Ltd IMM 0.43 0.04 10.39%