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 | 8,819.60 | 65.10 | -0.73% |
| CAC 40 | 8,188.87 | 19.02 | -0.23% |
| DAX 40 | 25,092.25 | 85.55 | -0.34% |
| Dow JONES (US) | 50,683.07 | 38.79 | 0.08% |
| FTSE 100 | 10,425.96 | 79.05 | -0.75% |
| HKSE | 25,006.16 | 322.07 | -1.27% |
| NASDAQ | 26,846.48 | 171.74 | 0.64% |
| Nikkei 225 | 64,693.12 | 306.29 | -0.47% |
| NZX 50 Index | 13,206.11 | 21.70 | -0.16% |
| S&P 500 | 7,558.24 | 37.88 | 0.50% |
| S&P/ASX 200 | 8,592.90 | 61.60 | -0.71% |
| SSE Composite Index | 4,098.64 | 4.91 | 0.12% |