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 | 9,199.70 | 30.70 | 0.33% |
| CAC 40 | 8,398.31 | 60.47 | -0.71% |
| DAX 40 | 25,502.99 | 38.98 | 0.15% |
| Dow JONES (US) | 52,747.32 | 537.24 | 1.03% |
| FTSE 100 | 10,895.23 | 24.21 | 0.22% |
| HKSE | 25,807.92 | 497.07 | 1.96% |
| NASDAQ | 24,876.91 | 55.17 | -0.22% |
| Nikkei 225 | 61,434.19 | 930.73 | -1.49% |
| NZX 50 Index | 13,976.67 | 114.74 | 0.83% |
| S&P 500 | 7,428.78 | 0.00 | 0.00% |
| S&P/ASX 200 | 9,038.60 | 35.10 | 0.39% |
| SSE Composite Index | 3,828.47 | 15.15 | 0.40% |