Guided Portfolio Updates2023-08-03T09:47:46+10:00


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:

  • Access to a very cost efficient and transparent mechanism to own direct shares or exchange traded funds,

  • The option to permanently exclude investments (companies) on ethical or other grounds,

  • Access to Entitlement Offers, Share Purchase Plans, Dividend Re-investment Plans, and voting rights, and

  • You’ll avoid the “black box” solution of Managed Funds that can be sub-optimal for tax management, can be more expensive to access active advice, and create a dependency on others.

May 2024

Portfolio Update – Incitec Pivot

May 16, 2024|

Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer reported their half-year 2024 results, which were above market expectations and full of capital management initiatives, but as expected, a messy result. [...]

Portfolio Update #2 – Bapcor Note

May 7, 2024|

This morning, Atlas had a one-on-one call with Bapcor (BAP) management (interim CEO and CFO) following their truant new CEO and their third-quarter trading update, which clarified management strategy and [...]

2024 (May) Bank Results – ANZ Bank

May 7, 2024|

ANZ Bank (ANZ) released its first half-year results, which came in around market expectations. ANZ is the last of the big four banks to report this season, with CBA to give their [...]

HNW Monthly Performance – April 2024

May 6, 2024|

In March, the HNW Australian Equity Portfolio had a weak month down -3.58%, the Portfolio’s first down month since October 2023. Global equity markets fell between -3% and -5% over the month on [...]

Portfolio Update – Macquarie Bank Note

May 3, 2024|

Macquarie Group (MQG): This morning, the global investment bank reported its full-year results for 2024, which were solid despite the half having much fewer investment banking deals and volatility in the [...]

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