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:
December 2023
HNW Monthly Performance – November 2023
In November the HNW Australian Equity Portfolio gained +5.24% slightly ahead of the benchmark’s return of +5.03%. Global markets (except for China) rallied over the month on the sentiment that interest rate rises had probably come [...]
November 2023
Portfolio Update – Incitec Pivot
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
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
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, [...]
2023 (November) Bank Results – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its full-year results, which came in line with market expectations, though we were pleasantly surprised about the buyback. Westpac is the first of the big four [...]
2023 (November) Bank Results – Macquarie Group
Macquarie Group (MQG): This morning, the global investment bank reported its half-year results for 2024, which were solid despite the half having much fewer investment banking deals and volatility in the [...]
