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 | 8,922.70 | 11.80 | 0.13% |
| CAC 40 | 8,065.02 | 121.91 | -1.49% |
| DAX 40 | 25,304.06 | 412.65 | -1.60% |
| Dow JONES (US) | 51,682.64 | 95.40 | -0.18% |
| FTSE 100 | 10,659.13 | 157.01 | -1.45% |
| HKSE | 24,750.78 | 146.49 | 0.60% |
| NASDAQ | 26,522.54 | 104.25 | 0.39% |
| Nikkei 225 | 65,018.95 | 882.70 | 1.38% |
| NZX 50 Index | 13,739.14 | 17.45 | -0.13% |
| S&P 500 | 7,650.50 | 12.74 | 0.17% |
| S&P/ASX 200 | 8,731.20 | 1.20 | -0.01% |
| SSE Composite Index | 3,911.87 | 36.27 | 0.94% |