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 | 9,032.00 | 53.10 | -0.58% |
| CAC 40 | 8,095.75 | 7.83 | -0.10% |
| DAX 40 | 24,287.57 | 52.49 | -0.22% |
| Dow JONES (US) | 48,710.97 | 20.19 | -0.04% |
| FTSE 100 | 9,870.28 | 0.40 | -0.00% |
| HKSE | 25,635.23 | 183.70 | -0.71% |
| NASDAQ | 23,593.10 | 20.21 | -0.09% |
| Nikkei 225 | 50,526.92 | 223.47 | -0.44% |
| NZX 50 Index | 13,525.99 | 3.07 | -0.02% |
| S&P 500 | 6,929.94 | 2.11 | -0.03% |
| S&P/ASX 200 | 8,725.70 | 51.00 | -0.58% |
| SSE Composite Index | 3,965.28 | 1.60 | 0.04% |