Guided Portfolio Updates2023-08-03T09:47:46+10:00

GUIDED PORTFOLIO UPDATES

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:

  • Access to a very cost efficient and transparent mechanism to own direct shares or exchange traded funds,

  • The option to permanently exclude investments (companies) on ethical or other grounds,

  • Access to Entitlement Offers, Share Purchase Plans, Dividend Re-investment Plans, and voting rights, and

  • You’ll avoid the “black box” solution of Managed Funds that can be sub-optimal for tax management, can be more expensive to access active advice, and create a dependency on others.

August 2024

Reporting Season – Lendlease

August 19, 2024|

Lendlease (LLC), the multinational construction and asset management company, reported their full year results for 2024. There were few surprises with the result pre-announced, along with their exit from international construction. [...]

Reporting Season – Westpac Banking Corp.

August 19, 2024|

This morning, Westpac Banking Corporation (WBC) provided a first-quarter update, which came in above market expectations. We usually don't comment on trading updates as they are too volatile and can give a [...]

Reporting Season – Ampol

August 19, 2024|

This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released strong first-half results. The result shows that ALD’s various businesses are all performing well (see below table), with most divisions ahead [...]

Reporting Season – Suncorp

August 19, 2024|

This morning, Suncorp (SUN), the Queensland-based insurer and bank operator, delivered a strong result, continuing its strong performance from the first half. The HNW Portfolios have a 3% weight to SUN. [...]

Reporting Season – Charter Hall Retail

August 18, 2024|

Charter Hall Retail (CQR):  this morning, the supermarket landlord reported their full-year results for 2024, which were better than expected and head of rival RGN. Though generally, there should be [...]

Reporting Season – Amcor

August 16, 2024|

Amcor (AMC) This morning, the world's largest consumer packaging company announced its results for the full year of 2024, which was pleasing to see the business return to volume growth after [...]

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