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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.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,022.70 28.50 0.36%
CAC 40 8,219.14 31.49 0.38%
DAX 40 18,772.85 86.25 0.46%
Dow JONES (US) 39,512.84 125.08 0.32%
FTSE 100 8,433.76 52.41 0.63%
HKSE 18,963.68 425.87 2.30%
NASDAQ 16,340.87 5.40 -0.03%
Nikkei 225 38,229.11 155.13 0.41%
NZX 50 Index 11,755.17 8.59 0.07%
S&P 500 5,222.68 8.60 0.16%
S&P/ASX 200 7,749.00 27.40 0.35%
SSE Composite Index 3,154.55 0.23 0.01%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.04 0.00 10.00%
Imugene Ltd IMU 0.08 0.01 7.14%
Jupiter Mines Ltd JMS 0.33 0.04 11.86%
Core Lithium Ltd CXO 0.15 0.01 3.45%
De Grey Mining Ltd DEG 1.23 0.02 -1.33%
Telstra Group Ltd TLS 3.66 0.02 0.55%
Lake Resources NL LKE 0.07 0.00 4.84%
Liontown Resources Ltd LTR 1.40 0.00 0.00%
Pilbara Minerals Ltd PLS 4.14 0.03 -0.72%
Base Resources Ltd BSE 0.26 0.01 4.08%