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 | 9,295.80 | 26.20 | -0.28% |
| CAC 40 | 8,226.65 | 12.53 | -0.15% |
| DAX 40 | 24,246.72 | 62.06 | -0.26% |
| Dow JONES (US) | 47,544.59 | 337.47 | 0.71% |
| FTSE 100 | 9,658.86 | 5.04 | 0.05% |
| HKSE | 26,346.14 | 87.56 | -0.33% |
| NASDAQ | 23,637.46 | 432.59 | 1.86% |
| Nikkei 225 | 50,219.18 | 293.14 | -0.58% |
| NZX 50 Index | 13,402.66 | 11.07 | 0.08% |
| S&P 500 | 6,875.16 | 83.47 | 1.23% |
| S&P/ASX 200 | 9,012.50 | 16.30 | -0.18% |
| SSE Composite Index | 3,988.22 | 8.72 | -0.22% |