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 | 8,882.60 | 20.50 | -0.23% |
| CAC 40 | 8,173.11 | 85.15 | -1.03% |
| DAX 40 | 25,184.89 | 204.21 | -0.80% |
| Dow JONES (US) | 50,461.68 | 118.02 | -0.23% |
| FTSE 100 | 10,491.39 | 25.13 | 0.24% |
| HKSE | 25,599.45 | 6.58 | -0.03% |
| NASDAQ | 26,656.18 | 312.21 | 1.19% |
| Nikkei 225 | 64,996.09 | 162.10 | -0.25% |
| NZX 50 Index | 13,126.09 | 56.35 | 0.43% |
| S&P 500 | 7,519.12 | 45.65 | 0.61% |
| S&P/ASX 200 | 8,657.80 | 18.80 | -0.22% |
| SSE Composite Index | 4,145.37 | 7.20 | -0.17% |