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
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,805.30 | 79.40 | -0.89% |
| CAC 40 | 8,207.89 | 34.78 | 0.43% |
| DAX 40 | 25,177.80 | 7.09 | -0.03% |
| Dow JONES (US) | 50,644.28 | 182.60 | 0.36% |
| FTSE 100 | 10,505.01 | 13.62 | 0.13% |
| HKSE | 24,748.65 | 579.58 | -2.29% |
| NASDAQ | 26,674.73 | 18.55 | 0.07% |
| Nikkei 225 | 64,218.17 | 781.24 | -1.20% |
| NZX 50 Index | 13,225.22 | 2.59 | -0.02% |
| S&P 500 | 7,520.36 | 1.24 | 0.02% |
| S&P/ASX 200 | 8,578.90 | 75.60 | -0.87% |
| SSE Composite Index | 4,087.86 | 5.87 | -0.14% |