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.
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Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,467.00 | 4.40 | 0.05% |
CAC 40 | 7,858.47 | 114.72 | 1.48% |
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NASDAQ | 17,928.92 | 0.78 | 0.00% |
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NZX 50 Index | 12,676.75 | 71.68 | 0.57% |
S&P 500 | 5,659.91 | 4.03 | -0.07% |
S&P/ASX 200 | 8,233.50 | 2.30 | 0.03% |
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