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:
January 2024
HNW Monthly Performance – December 2023
In December, the HNW Australian Equity Portfolio gained +5.66% but trailed the ASX200 TR return of +7.26% in a high beta Christmas rally to end the year. There was close to no [...]
December 2023
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the Australian fertiliser and global explosives company held their annual general meeting for 2023, which showered some Christmas gifts on their shareholders. The HNW Equity Growth [...]
HNW Monthly Performance – November 2023
In November the HNW Australian Equity Portfolio gained +5.24% slightly ahead of the benchmark’s return of +5.03%. Global markets (except for China) rallied over the month on the sentiment that interest rate rises had probably come [...]
November 2023
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer, reported their full year 2023 results, which were in line with expectations and full of capital management initiatives. The HNW Equity [...]
2023 (November) Bank Results – ANZ Bank
ANZ Bank (ANZ) released its full-year results, which came in just below market expectations, highlighting the increased competition in deposits and lending. ANZ is the last of the big banks to give [...]
HNW Monthly Performance – October 2023
In October the HNW Australian Equity Portfolio declined by -4.78%, behind the index’s return of -3.78% in a market dominated by geopolitical concerns and higher interest rates rather than company specific news, [...]
