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:
April 2024
HNW Monthly Performance – March 2024
In March, the HNW Australian Equity Portfolio finished strongly to gain +3.30%, marginally ahead of the ASX200 TR +3.27%. Global markets were stronger on views that there would not be a hard [...]
March 2024
HNW Monthly Performance – February 2024
In February, the HNW Australian Equity Portfolio had a pleasing month and a solid reporting season, gaining +1.67% and ahead of the ASX200 TR +0.79% Over the month, positions in Wesfarmers (+16%), [...]
February 2024
Reporting Season – Atlas Arteria
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their full-year 2023 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, [...]
Reporting Season – Woodside Energy Group
This morning, Woodside (WDS) reported their full-year 2023 results, which came in with few surprises with the company providing production guidance in January and mercifully walking away from merger discussions with Santos, [...]
Reporting Season – Suncorp
Suncorp (SUN): this morning, the Queensland-based insurer and bank operator delivered a mixed first-half result for 2024—strong performance from general insurance, weak in the bank, which is no longer an issue. [...]
Reporting Season – Bapcor
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories and equipment provider, reported results that had no new surprises as they provided a trading update in late January. The HNW Equity Portfolio [...]
