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:
May 2026
HNW Monthly Performance – April 2026
In April, the HNW Core Portfolio gained +2.25%, slightly ahead of the benchmark return of 2.18% in what was a very volatile month. The dominant theme was the confusion surrounding the Iran conflict, [...]
April 2026
Portfolio Update – Bid for Atlas Arteria
Yesterday, while many enjoyed a public holiday and many were not looking at the ASX, IFM (Industry Funds Management) made a bid for Atlas Arteria (ALX), the Transurban of Eastern [...]
HNW Monthly Performance – March 2026
A very volatile month dominated by Trump's ever-changing announcements on Iran, with markets falling on his plans "blow up desalination plants in Iran if no deal reached" or "obliterate Iranian [...]
March 2026
HNW Monthly Performance – February 2026
A mixed month in relative terms, dominated by a very volatile reporting season. In a quick note vis-à-vis the situation in Iran, in both Portfolios we have significant exposures to [...]
February 2026
Reporting Season – Atlas Arteria
The reporting season for February 2026 concluded for us today with the toll road owner Atlas Arteria. Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their [...]
Reporting Season – Dalrymple Bay Infrastructure
This morning, Dalrymple Bay Infrastructure (DBI), the world's largest met coal export terminal, reported its first half 2026 results, which demonstrated strong earnings and distributions. The HNW Core Portfolio has a [...]

