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:
September 2025
HNW Monthly Performance – August 2025
In August, the HNW Australian Equity Portfolio had a had a challenging month, finishing up +1.34% and behind the ASX 200 TR (ex LPT) return of 3.01%. A disappointing outcome over a month that saw significant [...]
August 2025
Reporting Season – Bapcor
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories and equipment provider, which was in line with market expectations following a trading update in July. HNW Growth has a 2% weight to [...]
Reporting Season – Wesfarmers
Wesfarmers (WES) presented its full-year 2025 results, which were better than expected, demonstrating that WES's businesses are performing well and taking market share. WES shares were priced for perfection heading into [...]
Portfolio Update – Mineral Resources
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported its 2025 results, which were better than expected. However, to say the company has had an eventful year [...]
Reporting Season – Atlas Arteria
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their 1H 2025 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, [...]
Reporting Season – Medibank Private Ltd
Medibank Private (MPL): This morning, Australia's largest health insurer reported its full-year 2025 results, which showed that MPL's disciplined approach to volume growth has won over the long term. The HNW Portfolio [...]
