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 Ordinaries8,456.8015.00-0.18%
CAC 407,429.485.810.08%
DAX 4020,319.6448.310.24%
Dow JONES (US)42,518.28221.160.52%
FTSE 1008,262.9561.410.75%
HKSE19,286.0766.290.34%
NASDAQ19,044.3943.71-0.23%
Nikkei 22538,444.5829.72-0.08%
NZX 50 Index12,943.5759.190.46%
S&P 5005,842.916.690.11%
S&P/ASX 2008,213.3017.70-0.22%
SSE Composite Index3,227.1213.82-0.43%

Market Movers