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 2025
HNW Monthly Performance – April 2025
During April, the HNW Australian Equity Portfolio gained +2.04%, behind the ASX 200 TR return of +3.46%. A positive absolute outcome for the month seemed very unlikely after the battering investors took [...]
Reporting Season – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its half-year results for 2025, which came in line with market expectations. Westpac is the first of the big four banks to report their full-year results [...]
Reporting Season – Amcor CDI
Amcor (AMC) This morning, the world's largest consumer packaging company announced its results for the third quarter of 2025, highlighting the strengths the merger with Berry will achieve in the long [...]
April 2025
Portfolio Update – Woodside Energy Group Ltd
Today, Woodside announced the final investment decision for its recently acquired Louisiana LNG Project. The HNW Portfolio holds a 3.5% weight to WDS. Key Points: Woodside will invest $11.8 billion [...]
Portfolio Update – Whitehaven Coal Ltd
Whitehaven also provided a Q3 2025 update. The HNW Portfolio holds a 2.5% weight to WHC. Coal Key Points: Coal production was 800 kt higher than the market expected, [...]
Portfolio Update – Mineral Resources
Mineral Resources provided Q3 2025 update, one that was eagerly anticipated with the market looking for more information on the Onslow ramp-up and the haul road resurfacing. The HNW Growth [...]
