Dexus Industrial (DXI): The industrial REIT reported its results for 2026, which were solid and demonstrated continued demand for industrial real estate assets. HNW Income Fund has a 3% weight to DXI Key Points: Profit steady: Funds from operations (FFO) down -3% to [...]
A pleasing month for the HNW Portfolios in a broad market sell off. In September, the HNW Core Portfolio showed its expected defensive characteristics, declining only 0.66% and significantly outperforming the benchmark, which fell -2.42%. Rising rates weighed on high-PE growth stocks, [...]
Arena REIT (ARF): This afternoon, the listed childcare and medical centre owner reported an update on the Edge Early Learning administration process that was significantly better than we expected. For reference, Edge was a private equity-owned childcare operator that came unstuck [...]
A weaker month for the HNW Portfolios, excluding the HNW Equities Concentrated. Overall, we were happy with the reporting season, as our Portfolio companies all increased dividends strongly. In August, the HNW Core Portfolio gained +0.48%, trailing the benchmark’s return [...]
Wesfarmers (WES): This morning, the last conglomerate on the ASX presented its full-year 2026 results, demonstrating that WES's businesses are performing well, taking market share and unlike other retailers, not seeing any softness in demand from consumers. The HNW Income and [...]
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported its full-year 2026 results, which were largely in line with market expectations, given its July update, though the dividend was a nice surprise. The HNW Growth Portfolio holds [...]
This morning, Dalrymple Bay Infrastructure (DBI), the world's largest met coal export terminal, reported its half-year 2026 results, which demonstrated strong earnings and distributions. The Atlas portfolio has a 2.5% allocation to DBI. Key Points: Record Profits: DBI's full-year profits increased by [...]
This morning, Woodside (WDS) reported its first-half 2026 results with few surprises; they were solid as expected. Overall, a solid result from Australia’s largest energy company with a nice increase in the dividend. The HNW Portfolio holds a 5.5% weight to WDS. [...]
This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its half-year results for 2026, demonstrating the strength of recent refining margins, with first-half profits coming in $42 million above upgraded guidance. This is surely the best result of the season. The [...]
Arena REIT (ARF): The listed childcare and medical centre owner reported full-year results on Friday morning, following an update last week about one of its tenants, Edge Early Learning, defaulting on its August rent payment. The HNW Income Portfolio has a [...]
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ACKNOWLEDGEMENT
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.
