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 |
---|---|---|---|
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CAC 40 | 7,834.58 | 16.30 | 0.21% |
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FTSE 100 | 9,120.31 | 18.06 | -0.20% |
HKSE | 25,388.35 | 278.83 | -1.09% |
NASDAQ | 21,108.32 | 50.36 | 0.24% |
Nikkei 225 | 41,456.23 | 370.11 | -0.88% |
NZX 50 Index | 12,853.46 | 48.33 | 0.38% |
S&P 500 | 6,388.64 | 25.29 | 0.40% |
S&P/ASX 200 | 8,666.90 | 42.50 | -0.49% |
SSE Composite Index | 3,593.66 | 12.07 | -0.33% |