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 | 8,880.60 | 49.30 | -0.55% |
| CAC 40 | 8,116.43 | 8.45 | -0.10% |
| DAX 40 | 24,140.17 | 89.74 | -0.37% |
| Dow JONES (US) | 48,416.56 | 41.49 | -0.09% |
| FTSE 100 | 9,710.17 | 41.14 | -0.42% |
| HKSE | 25,235.41 | 393.47 | -1.54% |
| NASDAQ | 23,057.41 | 137.76 | -0.59% |
| Nikkei 225 | 49,383.29 | 784.82 | -1.56% |
| NZX 50 Index | 13,424.95 | 16.81 | 0.13% |
| S&P 500 | 6,816.51 | 10.90 | -0.16% |
| S&P/ASX 200 | 8,598.90 | 48.40 | -0.56% |
| SSE Composite Index | 3,824.81 | 43.11 | -1.11% |