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.

February 2024

Reporting Season – Woodside Energy Group

February 27, 2024|

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

February 26, 2024|

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

February 23, 2024|

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 [...]

Reporting Season – Medibank Private

February 22, 2024|

Medibank Private (MPL): This morning, Australia's largest health insurer reported their half-year 2024 results, which were messy due to the write-back of provisions taken in 2020 relating to an expected surge [...]

Reporting Season – Mineral Resources

February 22, 2024|

Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their first half of 2024 results, which were far better than lithium competitors and showed the advantage of [...]

Contact HNW Nexus to find out more

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