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:
August 2024
Reporting Season – Transurban
This morning the August 2024 reporting season kicked off with for us. Transurban (TCL), the Australian and North American toll road operator, delivered a record full-year results with strong revenue growth, traffic [...]
HNW Monthly Performance – July 2024
In July, the HNW Australian Equity Portfolio had a pleasing month on both an absolute and relative basis posting a +4.64% gain ahead of the ASX200 TR +4.19%. The key news over [...]
July 2024
Portfolio Update – Mineral Resources
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their Q4 2024 earnings update, which was ahead of market expectations in both lithium production and debt reduction. [...]
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer, provided an update on its fertiliser business sale and capital management plan. The HNW Growth and Income Portfolios hold a 3% weighting [...]
HNW Monthly Performance – June 2024
In June, the HNW Australian Equity Portfolio posted a 1.24% gain ahead of the ASX200 TR +1.01%. This marks the end of a satisfactory 12 months for the portfolio, though underperforming the [...]
June 2024
Portfolio Update – Suncorp
Suncorp (SUN): this morning, Treasurer Jim Chalmers approved ANZ's acquisition of Suncorp Bank. The HNW Portfolio Equity and Income portfolios have a 3% weight to SUN, which is a nice [...]
