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 – Suncorp
Suncorp (SUN): this morning, Treasurer Jim Chalmers approved ANZ's acquisition of Suncorp Bank. The HNW Portfolio Equity and Income portfolios have a 3% weight to SUN, which is a nice [...]
Portfolio Update – Deterra Acquisition
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX announced this morning that have offered to acquire Trident Royalties, a diversified royalty trust [...]
HNW Monthly Performance – May 2024
In May, the HNW Australian Equity Portfolio posted a slight +0.23% gain trailing of the ASX200 TR +0.92%. The two main themes were excitement around artificial intelligence (AI) and tech stocks, along [...]
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 [...]
