WAM Active Limited Ord
WAA
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.
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,991.00 | 85.70 | -1.06% |
| CAC 40 | 8,131.41 | 55.73 | 0.69% |
| DAX 40 | 18,498.38 | 68.33 | 0.37% |
| Dow JONES (US) | 39,056.39 | 172.13 | 0.44% |
| FTSE 100 | 8,354.05 | 40.38 | 0.49% |
| HKSE | 18,536.10 | 222.24 | 1.21% |
| NASDAQ | 16,302.76 | 29.80 | -0.18% |
| Nikkei 225 | 38,164.71 | 37.66 | -0.10% |
| NZX 50 Index | 11,746.59 | 36.30 | -0.31% |
| S&P 500 | 5,187.67 | 0.03 | -0.00% |
| S&P/ASX 200 | 7,718.80 | 85.70 | -1.10% |
| SSE Composite Index | 3,153.11 | 24.63 | 0.79% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Sayona Mining Ltd SYA | 0.04 | 0.00 | 6.76% |
| Imugene Ltd IMU | 0.07 | 0.00 | -4.67% |
| Vicinity Centres VCX | 1.93 | 0.01 | -0.39% |
| Strike Energy Ltd STX | 0.24 | 0.02 | 7.95% |
| Pilbara Minerals Ltd PLS | 4.17 | 0.01 | -0.24% |
| Sigma Healthcare Ltd SIG | 1.29 | 0.01 | -0.39% |
| Liontown Resources Ltd LTR | 1.39 | 0.06 | 4.51% |
| Westpac Banking Corp WBC | 26.32 | 1.58 | -5.65% |
| Telstra Group Ltd TLS | 3.64 | 0.02 | -0.41% |
| South32 Ltd S32 | 3.61 | 0.05 | -1.23% |