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 2023
Reporting Season – Arena REIT No 1
Arena REIT (ARF): The listed childcare and medical centre owner reported their full year 2023 results which as always were consistent and steady. One of the key reasons we like [...]
Reporting Season – QBE Insurance Group Ltd
QBE Insurance (QBE) The global insurer released its half-year 2023 profit results, giving details om the positive trends in insurance management and the tailwinds from higher interest rates discussed in the [...]
ANZ & Suncorp – 04/08/2023 Market Notes
In June 2022 Suncorp announced that they had come to an agreement to sell the Suncorp Bank to ANZ, with SUN conducting a $4-5 per share capital return to shareholders [...]
Reporting Season – Dexus Industrial REIT
Dexus Industrial (DXI): the industrial REIT reported their full-year results for 2023 results which had few surprises, unlike CLW, which reported yesterday. The HNW Income Portfolio holds a 3.6% weight to [...]
Reporting Season – Suncorp Group Ltd
This morning Suncorp (SUN), the Queensland based insurer and bank operator, delivered a strong result continuing its performance from the first half of the year. The HNW Portfolios have a 2.5% [...]
Reporting Season – Commonwealth Bank
Commonwealth Bank (CBA): reported their full-year results for the 2023 financial year, which were very solid, as expected. Due to the breadth of its lending activities touching every sector, CBA [...]
