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:
June 2024
Portfolio Update – Bapcor
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories, and equipment provider, reported to the market that on Friday, they received a non-binding proposal from Bain Capital. The HNW Equity [...]
May 2024
Portfolio Update – Lendlease
Lendlease (LLC), the multinational construction and asset management company, had a strategy day today, which was well received by the market, with management presenting plans to simplify the business and improve [...]
Reporting Season – Sonic Healthcare
This morning, global pathology company SHL provided a trading update for their full-year results, which were below market expectations due to higher inflation and currency headwinds. The HNW Equity Portfolio [...]
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer reported their half-year 2024 results, which were above market expectations and full of capital management initiatives, but as expected, a messy result. [...]
Portfolio Update #2 – Bapcor Note
This morning, Atlas had a one-on-one call with Bapcor (BAP) management (interim CEO and CFO) following their truant new CEO and their third-quarter trading update, which clarified management strategy and [...]
2024 (May) Bank Results – ANZ Bank
ANZ Bank (ANZ) released its first half-year results, which came in around market expectations. ANZ is the last of the big four banks to report this season, with CBA to give their [...]
