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 | 8,937.00 | 59.30 | 0.67% |
| CAC 40 | 7,843.03 | 39.70 | 0.51% |
| DAX 40 | 25,223.02 | 135.75 | 0.54% |
| Dow JONES (US) | 51,654.95 | 423.31 | 0.83% |
| FTSE 100 | 10,612.85 | 60.80 | 0.58% |
| HKSE | 24,245.14 | 33.79 | 0.14% |
| NASDAQ | 27,366.17 | 172.83 | 0.64% |
| Nikkei 225 | 69,030.92 | 11.19 | -0.02% |
| NZX 50 Index | 13,827.62 | 78.27 | 0.57% |
| S&P 500 | 7,811.54 | 46.18 | 0.59% |
| S&P/ASX 200 | 8,783.20 | 66.60 | 0.76% |
| SSE Composite Index | 3,797.24 | 16.55 | -0.43% |