HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:
November 2024
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer reported their full-year 2024 results, which were above market expectations. The HNW Portfolios hold a 3% weighting to IPL. Key Points [...]
Reporting Season – ANZ Bank
ANZ Bank (ANZ) released its full-year results, which came in around market expectations, highlighting the increased competition in deposits and lending and the acquisition of Suncorp Bank. ANZ is the last of [...]
HNW Monthly Performance – October 2024
In October, the HNW Australian Equity Portfolio declined by -1.8%, trailing the ASX200 TR -1.31%. Global markets retreated between -1% and -3% in October on concerns about the US election, with [...]
Portfolio Update – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its full-year results for 2024, which came in line with market expectations. Westpac is the first of the big four banks to report their full-year results [...]
Portfolio Update – Amcor
Amcor (AMC): This morning, the world's largest consumer packaging company announced its results for the first quarter of 2025. It was pleasing to see the business continue its volume growth from [...]
Portfolio Update – Macquarie Group
Macquarie Group (MQG): This morning, the global investment bank reported its first results for 2025, which were solid despite half having much fewer investment banking deals and reduced energy price volatility [...]
