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:
October 2026
Reporting Season – Dexus Industrial
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 [...]
HNW Monthly Performance – September 2026
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, [...]
Portfolio Update – Arena REIT
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, [...]
September 2026
HNW Monthly Performance – August 2026
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, [...]
August 2026
Reporting Season – Wesfarmers
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 [...]
Reporting Season – Mineral Resources
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 [...]
