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 | 8,721.40 | 31.90 | -0.36% |
| CAC 40 | 7,953.77 | 14.16 | -0.18% |
| DAX 40 | 23,204.14 | 23.61 | 0.10% |
| Dow JONES (US) | 45,927.95 | 163.79 | -0.36% |
| FTSE 100 | 9,507.41 | 44.89 | -0.47% |
| HKSE | 25,830.65 | 99.38 | -0.38% |
| NASDAQ | 22,521.98 | 89.14 | 0.40% |
| Nikkei 225 | 48,537.70 | 165.28 | -0.34% |
| NZX 50 Index | 13,326.90 | 15.92 | -0.12% |
| S&P 500 | 6,625.14 | 7.82 | 0.12% |
| S&P/ASX 200 | 8,447.90 | 35.60 | -0.42% |
| SSE Composite Index | 3,946.74 | 6.93 | 0.18% |