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
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,316.70 | 98.30 | -1.17% |
| CAC 40 | 7,274.48 | 19.89 | -0.27% |
| DAX 40 | 19,884.75 | 85.11 | -0.43% |
| Dow JONES (US) | 42,840.26 | 498.02 | 1.18% |
| FTSE 100 | 8,084.61 | 20.71 | -0.26% |
| HKSE | 19,720.70 | 31.81 | -0.16% |
| NASDAQ | 19,572.60 | 199.83 | 1.03% |
| Nikkei 225 | 38,701.90 | 111.68 | -0.29% |
| NZX 50 Index | 12,855.46 | 48.65 | -0.38% |
| S&P 500 | 5,930.85 | 63.77 | 1.09% |
| S&P/ASX 200 | 8,067.00 | 101.20 | -1.24% |
| SSE Composite Index | 3,368.07 | 1.96 | -0.06% |