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 | 8,914.40 | 14.70 | 0.17% |
| CAC 40 | 8,104.09 | 37.83 | -0.46% |
| DAX 40 | 24,018.26 | 65.27 | -0.27% |
| Dow JONES (US) | 49,141.93 | 25.86 | -0.05% |
| FTSE 100 | 10,332.79 | 11.70 | 0.11% |
| HKSE | 26,033.27 | 353.49 | 1.38% |
| NASDAQ | 24,663.80 | 223.30 | -0.90% |
| Nikkei 225 | 59,917.46 | 619.90 | -1.02% |
| NZX 50 Index | 12,754.94 | 9.46 | -0.07% |
| S&P 500 | 7,138.80 | 35.11 | -0.49% |
| S&P/ASX 200 | 8,686.20 | 8.60 | 0.10% |
| SSE Composite Index | 4,094.23 | 15.59 | 0.38% |