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 | 8,089.80 | 60.30 | -0.74% |
| CAC 40 | 8,188.49 | 51.50 | -0.63% |
| DAX 40 | 18,738.81 | 130.55 | -0.69% |
| Dow JONES (US) | 39,869.38 | 38.62 | -0.10% |
| FTSE 100 | 8,438.65 | 7.15 | -0.08% |
| HKSE | 19,462.33 | 85.80 | 0.44% |
| NASDAQ | 16,698.32 | 44.07 | -0.26% |
| Nikkei 225 | 38,733.60 | 186.66 | -0.48% |
| NZX 50 Index | 11,699.79 | 28.27 | -0.24% |
| S&P 500 | 5,297.10 | 11.05 | -0.21% |
| S&P/ASX 200 | 7,821.30 | 60.00 | -0.76% |
| SSE Composite Index | 3,120.03 | 2.37 | -0.08% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Sayona Mining Ltd SYA | 0.05 | 0.00 | 7.29% |
| Pantoro Ltd PNR | 0.09 | 0.00 | 3.45% |
| Imugene Ltd IMU | 0.07 | 0.00 | 2.82% |
| Pilbara Minerals Ltd PLS | 4.09 | 0.08 | 1.87% |
| Lake Resources NL LKE | 0.07 | 0.01 | 9.38% |
| Strike Energy Ltd STX | 0.22 | 0.01 | -3.33% |
| Telstra Group Ltd TLS | 3.70 | 0.01 | 0.14% |
| Core Lithium Ltd CXO | 0.16 | 0.01 | 4.84% |
| South32 Ltd S32 | 3.76 | 0.01 | 0.13% |
| Arafura Rare Earths Ltd ARU | 0.20 | 0.00 | 0.00% |