Arena REIT (ARF): The listed childcare and medical centre owner reported their half-year 2026 results, which, as always, were consistent and steady. One of the key reasons we like ARF is the predictability of company earnings. With 100% occupancy, government [...]
CSL (CSL) reported its first-half 2026 profit results, which followed the muted guidance given at the AGM. The results were overshadowed by the sudden departure of the CEO last night. The HNW Core Portfolio holds a 7% weight to CSL. Key [...]
Commonwealth Bank (CBA) reported its half-year results for 2026, which showed that the underlying business was operating solidly as Australia's largest company. Due to the breadth of its lending activities, which touch every sector, CBA is closely watched for a read [...]
Region Group (RGN): This morning, Australia's largest convenience mall landlord, RGN, released its half-year results for 2026, and the results were largely in line with expectations. Though given the nature of RGN’s assets, full occupancy and long leases, there is minimal [...]
Charter Hall Retail (CQR): This morning, the supermarket landlord reported their half-year results for 2026, which were largely in line with market expectations. Though generally, there should be minimal excitement on results day for this very boring and stable supermarket [...]
In January, the HNW Australian Equity Portfolio gained +0.37%, trailing the benchmark return of 1.8%. Equity markets in January were driven by macroeconomic noise, which drowned out the few company-specific updates. Investors were bombarded with news over the month, such as the [...]
Amcor (AMC). This morning, the world's largest consumer packaging company announced its results for the first half of 2026, which is the first full half of operations post the Berry Merger. The HNW Portfolio has a 4.4% weight to AMC. Key [...]
In December, the HNW Australian Equity Portfolio gained by +0.96% slightly trailing its benchmark ASX200TR (ex LPT) return of 1.25%. December turned out to be a quieter month, with minimal corporate news. A nice end to what had been a stressful and [...]
Overall, a pleasing month for the HNW Portfolios in a relative sense, with both portfolios demonstrating expected defensive characteristics in a volatile month. November was the weakest month of 2025 for the ASX since the Trump tariffs in February/March, at [...]
Dyno Nobel née Incitec Pivot (DNL): Today, the global fertiliser and explosives manufacturer reported their full-year 2025 results, which provided few surprises as the profit result was pre-released. Overall, a solid result, but with a lot going on as the company [...]
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