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:
December 2024
HNW Monthly Performance – November 2024
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 [...]
November 2024
Portfolio Update – Amcor
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: [...]
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 [...]
