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 2023
Reporting Season – Dexus Industrial
Dexus Industrial (DXI): industrial Real Estate Investment Trust reported their first half 2023 results which were more active than usual, with management shuffling the deck and trading assets. Key Points: [...]
Reporting Season – Region Group
This morning, shopping centre landlord Region Group released their first half of 2023 results, which were good, though overshadowed by the RBA rate rise in the afternoon. Since the last [...]
Reporting Season – Macquarie Bank
Global investment back Macquarie updated the markets today as to how the bank was travelling at the three-quarter mark of 2023 (MQG has a March year-end). Normally we don't comment [...]
Reporting Season – Transurban
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
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 [...]
