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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 8,065.50 113.20 1.42%
CAC 40 8,075.68 79.04 0.99%
DAX 40 18,430.05 254.84 1.40%
Dow JONES (US) 38,884.26 31.99 0.08%
FTSE 100 8,313.67 100.18 1.22%
HKSE 18,479.37 98.93 -0.53%
NASDAQ 16,332.55 16.69 -0.10%
Nikkei 225 38,835.10 599.03 1.57%
NZX 50 Index 11,753.78 47.00 -0.40%
S&P 500 5,187.70 6.96 0.13%
S&P/ASX 200 7,793.30 110.90 1.44%
SSE Composite Index 3,147.74 7.02 0.22%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.04 0.00 12.12%
Imugene Ltd IMU 0.08 0.00 -1.30%
Telstra Group Ltd TLS 3.64 0.05 1.39%
The Star Entertainment Group Ltd SGR 0.47 0.03 6.90%
Alligator Energy Ltd AGE 0.06 0.00 4.92%
Pilbara Minerals Ltd PLS 4.17 0.02 -0.48%
Peninsula Energy Ltd PEN 0.12 0.01 4.35%
Mesoblast Ltd MSB 1.18 0.02 1.73%
Qantas Airways Ltd QAN 6.16 0.26 4.41%
South32 Ltd S32 3.65 0.03 0.83%