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
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- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
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- Active Global Fixed Interest ETFs
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- Active Global Infrastructure ETFs
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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 | 7,862.30 | 147.10 | -1.84% |
| CAC 40 | 7,932.61 | 112.50 | -1.40% |
| DAX 40 | 17,766.23 | 260.35 | -1.44% |
| Dow JONES (US) | 37,793.26 | 58.15 | 0.15% |
| FTSE 100 | 7,820.36 | 145.17 | -1.82% |
| HKSE | 16,248.97 | 351.49 | -2.12% |
| NASDAQ | 15,882.05 | 2.97 | -0.02% |
| Nikkei 225 | 38,471.20 | 761.60 | -1.94% |
| NZX 50 Index | 11,804.84 | 111.94 | -0.94% |
| S&P 500 | 5,053.26 | 8.56 | -0.17% |
| S&P/ASX 200 | 7,612.50 | 140.00 | -1.81% |
| SSE Composite Index | 3,007.07 | 50.31 | -1.65% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| The Star Entertainment Group Ltd SGR | 0.42 | 0.07 | -14.43% |
| Sayona Mining Ltd SYA | 0.04 | 0.00 | -7.89% |
| Imugene Ltd IMU | 0.08 | 0.01 | -8.79% |
| Telstra Group Ltd TLS | 3.68 | 0.03 | -0.81% |
| Zip Co Ltd ZIP | 1.19 | 0.15 | -10.90% |
| South32 Ltd S32 | 3.28 | 0.16 | -4.65% |
| Resolute Mining Ltd RSG | 0.43 | 0.06 | -12.24% |
| Peninsula Energy Ltd PEN | 0.10 | 0.01 | -6.67% |
| Pilbara Minerals Ltd PLS | 3.85 | 0.05 | -1.28% |
| Piedmont Lithium Inc PLL | 0.22 | 0.07 | -22.81% |