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 | 9,047.30 | 25.90 | -0.29% |
| CAC 40 | 8,475.72 | 7.74 | 0.09% |
| DAX 40 | 25,093.65 | 66.85 | 0.27% |
| Dow JONES (US) | 51,564.70 | 72.15 | 0.14% |
| FTSE 100 | 10,381.87 | 17.83 | -0.17% |
| HKSE | 23,924.81 | 387.35 | -1.59% |
| NASDAQ | 26,517.93 | 496.28 | 1.91% |
| Nikkei 225 | 71,250.06 | 196.57 | 0.28% |
| NZX 50 Index | 13,495.63 | 132.32 | 0.99% |
| S&P 500 | 7,500.58 | 80.48 | 1.08% |
| S&P/ASX 200 | 8,828.70 | 27.90 | -0.32% |
| SSE Composite Index | 4,090.48 | 17.59 | -0.43% |