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

GUIDED PORTFOLIO UPDATES

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 – CSL Limited

February 13, 2024|

CSL (CSL) reported their half-year 2024 profit results, which came in with mixed results but benefitted from stronger plasma collections and a strong USD, which is a positive for Australian investors [...]

Reporting Season – JB Hi-Fi Limited

February 12, 2024|

This morning, JB HI-FI (JBH), the local electronics and home appliance retailer provider, delivered a strong half-year result that was ahead of market expectations despite what was thought to be [...]

Reporting Season – Transurban Group

February 8, 2024|

This morning, Transurban (TCL), the Australian and North American toll road operator, delivered record first-half results with strong revenue growth, traffic levels and profits, not a great surprise if you have been [...]

Reporting Season – Dexus Industrial

February 7, 2024|

Dexus Industrial (DXI):  The industrial REIT reported their half-year results for 2024, which demonstrated the continued demand for industrial real estate assets.  The HNW Income Portfolio holds a 3.5% weight [...]

Reporting Season – Amcor

February 7, 2024|

Amcor (AMC) This morning, the world's largest consumer packaging company announced its results for the half year of 2024, which came in above market consensus due to a more challenging macroeconomic [...]

Contact HNW Nexus to find out more

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