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 | 8,925.20 | 11.60 | 0.13% |
| CAC 40 | 8,150.64 | 64.59 | 0.80% |
| DAX 40 | 24,199.50 | 238.91 | 1.00% |
| Dow JONES (US) | 47,951.85 | 65.88 | 0.14% |
| FTSE 100 | 9,837.77 | 63.45 | 0.65% |
| HKSE | 25,667.89 | 169.76 | 0.67% |
| NASDAQ | 23,006.36 | 313.04 | 1.38% |
| Nikkei 225 | 49,668.31 | 666.81 | 1.36% |
| NZX 50 Index | 13,383.61 | 126.84 | 0.96% |
| S&P 500 | 6,774.76 | 53.33 | 0.79% |
| S&P/ASX 200 | 8,632.50 | 11.00 | 0.13% |
| SSE Composite Index | 3,899.31 | 22.94 | 0.59% |