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:
August 2026
Reporting Season – Charter Hall Retail
Charter Hall Retail (CQR): This morning, the supermarket and service station landlord reported their full-year results for 2026, which were largely in line with market expectations, albeit with a brighter [...]
HNW Monthly Performance – July 2026
In July, the HNW Core Portfolio gained +2.22%, matching the benchmark return of 2.26%. The dominant themes driving markets over the month were the predictable resumption of hostilities with Iran, which drove [...]
July 2026
Reporting Season – Newmont
This morning, Newmont (NEM), the world's largest gold miner, reported first-half financial results that beat market expectations, benefiting from higher gold prices. The HNW Portfolios have a 2% weighting to Newmont. [...]
HNW Monthly Performance – June 2026
A pleasing end to the financial year with all HNW Portfolios finishing in the green and ahead of their benchmarks. In June, the HNW Core Portfolio gained +1.74%, nicely ahead of the [...]
June 2026
HNW Monthly Performance – May 2026
In May, the HNW Core Portfolio gained +0.3%, trailing the benchmark’s return of 1.04%. The dominant theme was again confusion surrounding the Iran conflict, with energy prices gyrating wildly daily amid proclamations [...]
May 2026
Reporting Season – Westpac
Westpac Banking Corporation (WBC) released its half-year results for 2026, largely in line with market expectations following last week's earnings preview. WBC is the last of the big four banks to [...]
