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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 7,899.40 38.40 0.49%
CAC 40 7,981.51 48.90 0.62%
DAX 40 17,770.02 3.79 0.02%
Dow JONES (US) 37,753.31 45.66 -0.12%
FTSE 100 7,847.99 27.63 0.35%
HKSE 16,251.84 2.87 0.02%
NASDAQ 15,683.37 181.88 -1.15%
Nikkei 225 37,898.81 62.99 -0.17%
NZX 50 Index 11,802.72 72.63 -0.61%
S&P 500 5,022.21 29.20 -0.58%
S&P/ASX 200 7,643.60 38.00 0.50%
SSE Composite Index 3,071.38 0.00 0.00%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 -5.71%
Pantoro Ltd PNR 0.08 0.00 3.05%
Telstra Group Ltd TLS 3.68 0.00 0.00%
Zip Co Ltd ZIP 1.19 0.01 0.85%
The Star Entertainment Group Ltd SGR 0.42 0.00 0.60%
Renascor Resources Ltd RNU 0.11 0.01 4.76%
Evolution Mining Ltd EVN 4.02 0.14 -3.37%
Pilbara Minerals Ltd PLS 3.89 0.05 1.17%
Mesoblast Ltd MSB 0.78 0.03 4.00%
Ora Banda Mining Ltd OBM 0.34 0.00 0.00%