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.

November 2023

Portfolio Update – Incitec Pivot

November 14, 2023|

Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer, reported their full year 2023 results, which were in line with expectations and full of capital management initiatives. The HNW Equity [...]

2023 (November) Bank Results – ANZ Bank

November 14, 2023|

ANZ Bank (ANZ) released its full-year results, which came in just below market expectations, highlighting the increased competition in deposits and lending. ANZ is the last of the big banks to give [...]

HNW Monthly Performance – October 2023

November 7, 2023|

In October the HNW Australian Equity Portfolio declined by -4.78%, behind the index’s return of -3.78% in a market dominated by geopolitical concerns and higher interest rates rather than company specific news, [...]

Portfolio Update – Janus Henderson

November 2, 2023|

Janus Henderson (JHG) This morning, the global fund manager presented their third quarter 2023 results, which were better than expectations, but the big news was plans to delist from the ASX [...]

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