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 | 9,085.10 | 36.30 | 0.40% |
| CAC 40 | 7,993.49 | 52.31 | -0.65% |
| DAX 40 | 23,591.03 | 224.72 | -0.94% |
| Dow JONES (US) | 47,501.55 | 453.19 | -0.95% |
| FTSE 100 | 10,284.75 | 129.19 | -1.24% |
| HKSE | 25,757.29 | 435.95 | 1.72% |
| NASDAQ | 22,387.68 | 361.31 | -1.59% |
| Nikkei 225 | 55,620.84 | 342.78 | 0.62% |
| NZX 50 Index | 13,519.35 | 98.54 | -0.72% |
| S&P 500 | 6,740.02 | 90.69 | -1.33% |
| S&P/ASX 200 | 8,851.00 | 25.80 | 0.29% |
| SSE Composite Index | 4,124.19 | 15.63 | 0.38% |