Guided Portfolio Updates2023-08-03T09:47:46+10:00

GUIDED PORTFOLIO UPDATES

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:

  • Access to a very cost efficient and transparent mechanism to own direct shares or exchange traded funds,

  • The option to permanently exclude investments (companies) on ethical or other grounds,

  • Access to Entitlement Offers, Share Purchase Plans, Dividend Re-investment Plans, and voting rights, and

  • You’ll avoid the “black box” solution of Managed Funds that can be sub-optimal for tax management, can be more expensive to access active advice, and create a dependency on others.

March 2023

February 2023

Reporting Season – Woodside

February 27, 2023|

Woodside (WPL) released their full-year 2022 results this morning. These financial results were outstanding and ahead of expectations, reflecting the recovery in the oil price, excellent operational performance,  new assets, [...]

Reporting Season – Mineral Resources

February 24, 2023|

Mineral Resources (MIN): This morning, diversified miner and mining services company reported their first half of 2023 results which were in line with expectations, though it took the market some [...]

Reporting Season – Atlas Arteria

February 23, 2023|

Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their full year 2022 results. Similar to Transurban, given the regular traffic and revenue updates, there were [...]

Reporting Season – The Lotteries Corp

February 23, 2023|

The Lotteries Corp (TLC) released their maiden first-half result, the first since the separation from wagering. The result was ahead of our expectations quite high expectations for this very high-quality [...]

Reporting Season – Medibank Private

February 23, 2023|

Medibank Private (MPL): This morning, Australia's largest health insurer reported their first half of 2023 results, a set of financial accounts that investors were nervous about due to the cyber [...]

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