During March, the HNW Australian Equity Portfolio declined -3.17%, slightly ahead of the ASX 200 TR return of -3.39%. Outside of gold, there were few places to hide in March, with the spectre of Trump's tariffs seeing a broad-based sell-off on the [...]
During the volatile February reporting season, the HNW Australian Equity Portfolio declined by -3.18% ahead of the index’s return of -3.79%, a disappointing outcome as we were pleased with reporting season in aggregate, though the certain stocks were very frustrating. The key [...]
In January, the HNW Australian Equity Portfolio had a solid absolute month up +4.08% though trailing the ASX200 TR of +4.57%, an acceptable outcome for a lower beta portfolio, though frustrating for the Portfolio’s fund manager as the last couple of trading [...]
The February 2025 reporting season kicked off today in a pleasing fashion. Amcor (AMC) This morning at the Australian investor unfriendly time of midnight, the world's largest consumer packaging company announced its results for the half year of 2025. Seeing the [...]
In December, the HNW Australian Equity Portfolio declined by -2.70%, slightly better than the ASX200 TR of -3.15%, with hopes of a “Santa Claus” rally on the ASX dashed by the US Fed, which indicated on the 18th December that 2025 would likely see fewer [...]
In November, the HNW Australian Equity Portfolio gained +3.8% matching the ASX200 TR +3.78%, a satisfactory outcome for a lower beta income-focused portfolio. Global markets, particularly the S&P500 (+6%), liked the look of another 4 years of Trump. Domestically, the February 2025 [...]
Amcor (AMC) This morning, the world's largest consumer packaging company announced a merger with Berry Global Packaging for US$8.2 billion. The HNW Portfolios have a 4% weight to AMC. Key Points: Merger Details: Amcor is acquiring global packing manufacturer Berry Global for [...]
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 Solid Underlying Earnings: Earnings were up +18% to $580 million, driven [...]
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 the big four banks to report this season, with CBA [...]
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 commodities volatile on opaque indications of what the purported Chinese [...]
Suite 15, Fountain Corporate,
2 Ilya Avenue, Erina NSW 2250
HNW Planning Pty Ltd
ABN: 42 083 745 055
AFSL: 225216 | ACL: 225216
In the spirit of reconciliation, HNW Nexus acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea, and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.
