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 | 9,435.60 | 15.10 | 0.16% |
| CAC 40 | 8,603.66 | 17.27 | -0.20% |
| DAX 40 | 25,327.50 | 38.48 | 0.15% |
| Dow JONES (US) | 49,019.98 | 479.22 | -0.97% |
| FTSE 100 | 10,925.48 | 78.78 | 0.73% |
| HKSE | 26,630.54 | 249.52 | 0.95% |
| NASDAQ | 22,693.83 | 184.55 | -0.81% |
| Nikkei 225 | 58,850.27 | 96.88 | 0.16% |
| NZX 50 Index | 13,722.97 | 52.26 | 0.38% |
| S&P 500 | 6,873.24 | 35.62 | -0.52% |
| S&P/ASX 200 | 9,198.60 | 16.90 | 0.18% |
| SSE Composite Index | 4,162.88 | 16.25 | 0.39% |