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 2025
Reporting Season – Atlas Arteria
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their 2024 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, and [...]
Reporting Season – Bapcor
Bapcor (BAP), Australia's largest vehicle parts, accessories, and equipment provider, reported their 1H2025 results that highlighted the business had turned around. HNW Equity Portfolio has a 2.5% weight to BAP. [...]
Reporting Season – Woodside Energy
This morning, Woodside (WDS) reported their full-year 2024 results, which came in above market expectations, helped by strong production at their new Sangomar project in Senegal. The HNW portfolios have a 4.5% [...]
Reporting Season – Ampol Ltd
This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its full-year results for 2025. Their results were in-line with expectations, with a temporary refining closure offset by a strong underlying [...]
Reporting Season – QBE Insurance
QBE Insurance (QBE) The global insurer released its full-year 2024 profit results, which showed the results of a long-term strategy to reduce volatility and complexity in the business. In general, the [...]
Reporting Season – Whitehaven Coal
Whitehaven Coal (WHC) provided their half-year results for 2025, as expected commodity price falls were offset by a step change in volumes from the new BHP met coal mines. The HNW [...]
