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:
April 2025
HNW Monthly Performance – March 2025
During March, the HNW Australian Equity Portfolio declined -3.17%, slightly ahead of the ASX 200 TR return of -3.39%. Outside of gold, there were few places to hide in March, with the [...]
March 2025
HNW Monthly Performance – February 2025
During the volatile February reporting season, the HNW Australian Equity Portfolio declined by -3.18% ahead of the index’s return of -3.79%, a disappointing outcome as we were pleased with reporting season in [...]
February 2025
Reporting Season – Medibank Private Ltd
Medibank Private (MPL): This morning, Australia's largest health insurer reported its half-year 2025 results, which were very solid and saw the company try to minimise profitability. It is a politically astute [...]
Reporting Season – Atlas Arteria
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their 2024 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, and [...]
Reporting Season – Bapcor
Bapcor (BAP), Australia's largest vehicle parts, accessories, and equipment provider, reported their 1H2025 results that highlighted the business had turned around. HNW Equity Portfolio has a 2.5% weight to BAP. [...]
Reporting Season – Woodside Energy
This morning, Woodside (WDS) reported their full-year 2024 results, which came in above market expectations, helped by strong production at their new Sangomar project in Senegal. The HNW portfolios have a 4.5% [...]
