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 Ordinaries9,189.9015.700.17%
CAC 408,131.1511.90-0.15%
DAX 4024,933.0832.370.13%
Dow JONES (US)49,347.91249.200.51%
FTSE 10010,148.855.410.05%
HKSE26,765.5216.010.06%
NASDAQ23,634.46133.220.57%
Nikkei 22552,885.25961.62-1.79%
NZX 50 Index13,460.7412.500.09%
S&P 5006,953.3537.740.55%
S&P/ASX 2008,860.1015.000.17%
SSE Composite Index4,132.603.56-0.09%

Market Movers