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 | 8,917.10 | 39.50 | -0.44% |
| CAC 40 | 7,811.26 | 110.42 | -1.39% |
| DAX 40 | 25,371.75 | 273.29 | -1.07% |
| Dow JONES (US) | 52,773.39 | 82.70 | -0.16% |
| FTSE 100 | 10,725.03 | 27.85 | -0.26% |
| HKSE | 22,934.68 | 717.19 | -3.03% |
| NASDAQ | 25,938.03 | 764.82 | -2.86% |
| Nikkei 225 | 62,907.84 | 1,713.40 | -2.65% |
| NZX 50 Index | 13,746.84 | 14.45 | -0.11% |
| S&P 500 | 7,644.87 | 112.30 | -1.45% |
| S&P/ASX 200 | 8,793.20 | 38.10 | -0.43% |
| SSE Composite Index | 3,658.03 | 55.00 | -1.48% |