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 – Region Group

August 13, 2024|

Region Group (RGN): This morning, Australia's biggest convenience mall landlord, RGN, released their full year 2024; the company's results were largely in line with expectations. The HNW Portfolios have a 2% [...]

Reporting Season – CSL Limited

August 13, 2024|

CSL (CSL) reported their full-year 2024 profit results, which were very solid, benefiting from stronger plasma collections and a strong USD, which is a positive for Australian investors and one of [...]

Reporting Season – JB Hi-Fi

August 12, 2024|

This morning, JB HI-FI (JBH), the local electronics and home appliance retailer provider, delivered a strong full-year result that was ahead of market expectations despite what was thought to be a [...]

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 [...]

Contact HNW Nexus to find out more

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