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:
February 2024
Portfolio Update – Region Group
Region Group (RGN): This morning, Australia's biggest convenience mall landlord, RGN, released their half-year results 2024. The company's results were largely in line with expectations, though they revealed higher interest costs. [...]
HNW Monthly Performance – January 2024
In January, the HNW Australian Equity Portfolio had a pleasing month, gaining +2.91% and ahead of the ASX 200 TR +1.19% Over the month, positions in Incitec Pivot (+10%), Medibank Private (+8%), [...]
January 2024
Australia Day Present From Incitec Pivot
This morning, global chemical company Incitec Pivot (IPL) announced a $500 million capital return to shareholders. The HNW Income & Growth Equity Portfolios have a 2.5% weight to IPL. Key [...]
The Short Report – January 2024
In the latest report on shorted positions in HNW's Guided Portfolios, we see no major changes; other than a decrease in the short interest in JBH: The key themes [...]
HNW Monthly Performance – December 2023
In December, the HNW Australian Equity Portfolio gained +5.66% but trailed the ASX200 TR return of +7.26% in a high beta Christmas rally to end the year. There was close to no [...]
December 2023
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the Australian fertiliser and global explosives company held their annual general meeting for 2023, which showered some Christmas gifts on their shareholders. The HNW Equity Growth [...]
