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.

February 2023

Reporting Season – Transurban

February 7, 2023|

Today toll road owner Transurban (TCL announced their first half 2023 results.A good set of results included an upgrade to FY23 distribution guidance which was a pleasant surprise. Key Points: [...]

Reporting Season – Janus Henderson

February 3, 2023|

Today Janus Henderson, a global fund manager, presented their Q422 and Full Year 2022 results, which were significantly ahead of market expectations. Key Points: Profits Flat: Q4 earnings per share at [...]

December 2021

RCEG

December 1, 2021|

Key Associate: Robert Cumming Business Phone: 4365 2554 Mobile Phone: 0419 793 661 Address: Suite 15, Fountain Corporate, 2 ILYA AVE, ERINA NSW 2250 [...]

Contact HNW Nexus to find out more

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