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 | 9,189.90 | 15.70 | 0.17% |
| CAC 40 | 8,131.15 | 11.90 | -0.15% |
| DAX 40 | 24,933.08 | 32.37 | 0.13% |
| Dow JONES (US) | 49,347.91 | 249.20 | 0.51% |
| FTSE 100 | 10,148.85 | 5.41 | 0.05% |
| HKSE | 26,765.52 | 16.01 | 0.06% |
| NASDAQ | 23,634.46 | 133.22 | 0.57% |
| Nikkei 225 | 52,885.25 | 961.62 | -1.79% |
| NZX 50 Index | 13,460.74 | 12.50 | 0.09% |
| S&P 500 | 6,953.35 | 37.74 | 0.55% |
| S&P/ASX 200 | 8,860.10 | 15.00 | 0.17% |
| SSE Composite Index | 4,132.60 | 3.56 | -0.09% |