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 2024
Reporting Season – Suncorp
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
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
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 [...]
Reporting Season – Arena REIT
Arena REIT (ARF): The listed childcare and medical centre owner reported their full-year 2024 results, which, as always, were consistent and steady. One of the key reasons we like ARF [...]
Reporting Season – Dexus Industrial
This morning, Dexus Industrial (DXI), the industrial REIT reported their full-year results for 2024, which demonstrated the continued demand for industrial real estate assets. The HNW Income Portfolio holds a 3.5% [...]
Reporting Season – Commonwealth Bank
Commonwealth Bank (CBA) reported its full-year results for the 2024 financial year which were better than expected. Though due to the run up in the company’s share price since May [...]
