WAM Active Limited Ord
WAA
- A$1.06
- 0.07
- 7.07%
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 | 8,996.90 | 78.80 | -0.87% |
| CAC 40 | 8,211.50 | 16.29 | 0.20% |
| DAX 40 | 24,868.69 | 329.35 | 1.34% |
| Dow JONES (US) | 48,977.18 | 594.79 | 1.23% |
| FTSE 100 | 10,004.57 | 53.43 | 0.54% |
| HKSE | 26,797.18 | 449.94 | 1.71% |
| NASDAQ | 23,395.82 | 160.19 | 0.69% |
| Nikkei 225 | 52,416.23 | 583.43 | 1.13% |
| NZX 50 Index | 13,663.58 | 76.35 | 0.56% |
| S&P 500 | 6,902.05 | 43.58 | 0.64% |
| S&P/ASX 200 | 8,682.80 | 88.50 | -1.01% |
| SSE Composite Index | 4,070.65 | 47.24 | 1.17% |