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:
February 2024
Portfolio Update – ANZ-Suncorp Merger Approved by ACCC
ANZ/SUN Marital Background: In July 2022, Suncorp announced that they had come to an agreement to sell the Suncorp Bank to ANZ, conduct a $3-3.50 capital return to shareholders and [...]
Reporting Season – Lendlease
Lendlease (LLC), the multinational construction and asset management company, reported this morning with mixed results today, with this being their second year of changing the business to an investment-led company from [...]
Quarter Update – Westpac Banking Corporation
This morning, Westpac Banking Corporation (WBC) provided a first-quarter update. We usually don't comment on trading updates as they are too volatile and can give a misleading picture, both positive and negative, [...]
Reporting Season – Ampol
Ampol (ALD), Australia's largest energy distributor and retailer and the Portfolio's largest overweight position, released a record full-year profit for 2023 this morning. This saw shareholders rewarded with franked distributions, with [...]
Reporting Season – Deterra Royalties
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX released their full year 2023. For DRR, there is minimal scope for surprises [...]
Reporting Season – QBE Insurance Group Ltd
QBE Insurance (QBE) The global insurer released its full-year 2023 profit results, which showed that the company is managing its business well with few negative surprises, benefiting from positive trends in [...]
