Guided Portfolio Updates2026-08-13T13:51:43+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.

May 2026

HNW Monthly Performance – April 2026

May 4, 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

HNW Monthly Performance – March 2026

April 1, 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

February 2026

Reporting Season – Atlas Arteria

February 26, 2026|

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 [...]

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