Harbour Balanced Growth Fund
To outperform the benchmark before fees and tax over a rolling 5-year period. It is designed as a standalone diversified fund, and can also be mixed with other funds to add diversity to an investor’s overall portfolio.
Higher numbers mean bigger ups and downs in value.
Set by the fund manager. No InvestNow account fees.
Or $50 per fund with a Regular Investment Plan.
About this fund
To outperform the benchmark before fees and tax over a rolling 5-year period. It is designed as a standalone diversified fund, and can also be mixed with other funds to add diversity to an investor’s overall portfolio. The Fund utilises high conviction investments managed by Harbour, complemented with global managers such as T. Rowe Price, Baillie Gifford and Western Asset Management. It has a target allocation of 70% to growth assets that is actively managed to respond to market conditions.
Before investing, read the Product Disclosure Statement and latest fund update.
Fund facts
Fund performance
Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.
Growth of $10,000
Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.
What the fund invests in
A snapshot of the fund’s investments, updated from the manager’s latest fund update.
Asset allocation
As at 30/09/2026. Source: Morningstar.
Fees and costs
InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.
Fund documents
Read the Product Disclosure Statement and other fund information before you invest.
Harbour
Harbour Asset Management offers 15 managed funds on the InvestNow platform – including Diversified Funds, a Listed Property Fund, International and New Zealand Fixed Interest Funds, plus International and Australasian Equities.
Learn more about Harbour Asset Management, their investment options available to InvestNow customers plus access their latest news & updates below.
View HarbourLearn about managed funds
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Ready to invest in Harbour Balanced Growth Fund?
Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.