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
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- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
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- Active Global Fixed Interest ETFs
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- Active Global Infrastructure ETFs
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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 | 8,262.40 | 56.30 | 0.69% |
| CAC 40 | 7,632.71 | 91.61 | -1.19% |
| DAX 40 | 18,590.89 | 157.29 | -0.84% |
| Dow JONES (US) | 40,156.45 | 155.55 | 0.39% |
| FTSE 100 | 8,182.96 | 69.95 | -0.85% |
| HKSE | 18,015.94 | 277.44 | -1.52% |
| NASDAQ | 18,451.25 | 52.81 | 0.29% |
| Nikkei 225 | 41,190.68 | 1,033.34 | -2.45% |
| NZX 50 Index | 12,123.14 | 11.83 | -0.10% |
| S&P 500 | 5,628.46 | 13.11 | 0.23% |
| S&P/ASX 200 | 8,017.60 | 58.30 | 0.73% |
| SSE Composite Index | 2,974.01 | 2.72 | 0.09% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Sayona Mining Ltd SYA | 0.03 | 0.00 | 0.00% |
| Cooper Energy Ltd COE | 0.22 | 0.01 | -4.44% |
| Imugene Ltd IMU | 0.06 | 0.00 | -3.39% |
| Zip Co Ltd ZIP | 1.58 | 0.12 | -7.08% |
| Core Lithium Ltd CXO | 0.12 | 0.01 | 9.09% |
| Mirvac Group MGR | 2.08 | 0.07 | 3.48% |
| AMP Ltd AMP | 1.13 | 0.00 | 0.00% |
| Droneshield Ltd DRO | 2.60 | 0.26 | 11.11% |
| Red 5 Ltd RED | 0.42 | 0.01 | -1.18% |
| Pilbara Minerals Ltd PLS | 3.02 | 0.04 | -1.31% |