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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 7,837.40 100.10 -1.26%
CAC 40 8,033.20 16.55 0.21%
DAX 40 18,050.35 133.07 0.74%
Dow JONES (US) 38,085.80 375.12 -0.98%
FTSE 100 8,115.88 37.02 0.46%
HKSE 17,651.15 366.61 2.12%
NASDAQ 15,611.76 100.99 -0.64%
Nikkei 225 37,934.76 306.28 0.81%
NZX 50 Index 11,805.09 141.34 -1.18%
S&P 500 5,048.42 23.21 -0.46%
S&P/ASX 200 7,575.90 107.10 -1.39%
SSE Composite Index 3,088.64 35.74 1.17%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 -2.94%
The Star Entertainment Group Ltd SGR 0.39 0.01 -2.50%
South32 Ltd S32 3.37 0.06 1.81%
Tietto Minerals Ltd TIE 0.68 0.00 0.00%
Imugene Ltd IMU 0.08 0.00 -4.82%
BHP Group Ltd BHP 43.15 2.08 -4.60%
Jupiter Mines Ltd JMS 0.30 0.01 1.69%
Red 5 Ltd RED 0.44 0.01 2.33%
Telstra Group Ltd TLS 3.64 0.03 -0.82%
Pilbara Minerals Ltd PLS 3.80 0.06 -1.55%