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
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,166.40 | 42.80 | -0.52% |
| CAC 40 | 7,640.80 | 106.28 | 1.41% |
| DAX 40 | 18,448.16 | 276.23 | 1.52% |
| Dow JONES (US) | 40,287.53 | 377.49 | -0.93% |
| FTSE 100 | 8,232.97 | 77.25 | 0.95% |
| HKSE | 17,635.88 | 218.20 | 1.25% |
| NASDAQ | 17,726.94 | 144.28 | -0.81% |
| Nikkei 225 | 39,599.00 | 464.79 | -1.16% |
| NZX 50 Index | 12,309.91 | 15.69 | -0.13% |
| S&P 500 | 5,505.00 | 0.00 | 0.00% |
| S&P/ASX 200 | 7,931.70 | 39.90 | -0.50% |
| SSE Composite Index | 2,964.22 | 18.09 | -0.61% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Droneshield Ltd DRO | 1.55 | 0.41 | -20.92% |
| South32 Ltd S32 | 2.99 | 0.43 | -12.57% |
| Zip Co Ltd ZIP | 1.70 | 0.00 | 0.00% |
| Pilbara Minerals Ltd PLS | 2.89 | 0.10 | -3.34% |
| Red 5 Ltd RED | 0.40 | 0.01 | -1.23% |
| Perenti Ltd PRN | 1.02 | 0.06 | 5.70% |
| Telstra Group Ltd TLS | 3.86 | 0.02 | -0.52% |
| Liontown Resources Ltd LTR | 0.96 | 0.05 | -4.48% |
| Sayona Mining Ltd SYA | 0.03 | 0.00 | -2.94% |
| Beach Energy Ltd BPT | 1.52 | 0.04 | -2.57% |