A pleasing end to the financial year with all HNW Portfolios finishing in the green and ahead of their benchmarks.
In June, the HNW Core Portfolio gained +1.74%, nicely ahead of the benchmark’s return of 0.61%. This caps off a pleasing 2026 financial year, in which the Portfolio finished +3.92% ahead of the benchmark. Positions in CSL (+19%), Amcor (+14%), QBE Insurance (+11%), Suncorp (+11%) and JB Hi-Fi (+8%) added value. On the negative side of the ledger, energy positions in Mineral Resources (-16%), WhiteHaven (-13%) and Woodside (-8%) hurt performance.
In June, the HNW Income Portfolio had a good month, up 2.21% and also ahead of its blended benchmark return of 0.64%. We remain pleased with the consistent performance and low volatility of the HNW Income Portfolio. Positions in Amcor (+14%), QBE Insurance (+11%), Suncorp (+11%), Wesfarmers (+13%) and JB Hi-fi (+8%) added value.
Income solid in June with Arena REIT, ChaterHall Retail, GPT, Region and Transurban all declaring a dividend.
Full Reports will be issued shortly.
