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 – QBE Insurance

August 9, 2024|

QBE Insurance (QBE): The global insurer released its first-half 2024 profit results, confirming the continuation of positive trends in the insurance industry, including increasing premiums and lower claims inflation. Overall, [...]

Reporting Season – Transurban

August 8, 2024|

This morning the August 2024 reporting season kicked off with for us. Transurban (TCL), the Australian and North American toll road operator, delivered a record full-year results with strong revenue growth, traffic [...]

July 2024

Portfolio Update – Mineral Resources

July 26, 2024|

Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their Q4 2024 earnings update, which was ahead of market expectations in both lithium production and debt reduction. [...]

Portfolio Update – Incitec Pivot

July 10, 2024|

Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer, provided an update on its fertiliser business sale and capital management plan. The HNW Growth and Income Portfolios hold a 3% weighting [...]

HNW Monthly Performance – June 2024

July 3, 2024|

In June, the HNW Australian Equity Portfolio posted a 1.24% gain ahead of the ASX200 TR +1.01%.  This marks the end of a satisfactory 12 months for the portfolio, though underperforming the [...]

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