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 | 8,875.00 | 54.90 | -0.61% |
| CAC 40 | 8,124.88 | 56.26 | 0.70% |
| DAX 40 | 24,229.91 | 43.42 | 0.18% |
| Dow JONES (US) | 48,416.56 | 41.49 | -0.09% |
| FTSE 100 | 9,751.31 | 102.28 | 1.06% |
| HKSE | 25,129.53 | 499.35 | -1.95% |
| NASDAQ | 23,057.41 | 137.76 | -0.59% |
| Nikkei 225 | 49,525.76 | 642.35 | -1.28% |
| NZX 50 Index | 13,417.50 | 9.36 | 0.07% |
| S&P 500 | 6,816.51 | 10.90 | -0.16% |
| S&P/ASX 200 | 8,594.20 | 53.10 | -0.61% |
| SSE Composite Index | 3,820.85 | 47.07 | -1.22% |