Harbour
Harbour funds available through InvestNow
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.
About Harbour
We are an established and proven New Zealand based investment management company with more than 15 years of experience delivering market-leading investment outcomes for our clients. Founded in Wellington in 2009, we are one of New Zealand’s most highly rated investment managers. We have a solid record of consistent investment performance for our clients, which includes KiwiSaver funds, charitable trusts, iwi, government institutions and corporate superannuation funds. We are pleased to be able to offer our expertise to more individual investors through InvestNow.
Responsible investing is core to our investment philosophy. We are proud to employ a strategy of integration and company engagement and use our position as a shareholder to encourage sustainable practices from companies. Our team researches all the companies we invest in and actively checks for any environmental, social or governance (ESG) risks that may apply to them. It helps our highly experienced portfolio managers to unearth companies which may be opportunities for long term growth, as well as companies with potentially hidden risks.
You can find out more about us at harbourasset.co.nz
Harbour funds available through InvestNow
Explore the Harbour funds currently available through InvestNow.
Harbour Australasian Equity Focus Fund
A concentrated ‘best ideas’ growth fund holding Australasian listed equities (usually 15 to 25) which receive a high rating from our in-house analysts.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.29% p.a.
Harbour Australasian Equity Fund
An actively managed growth fund, providing exposure to Australasian listed equities (usually 25 to 45 at a time).
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.07% p.a.
Harbour Australasian Equity Income Fund
The Fund is designed to generate attractive levels of quarterly income from a diversified portfolio of New Zealand and Australian listed equities that pay sustainable and growing dividend yields as well as holding cash and fixed interest securities.
Risk indicator: 4/7
Management style: Active
Estimated fund charge: 1.03% p.a.
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.
Risk indicator: 4/7
Management style: Active
Estimated fund charge: 1.00% p.a.
Harbour Income Fund
A diversified fund designed for investors who want to generate a steady and sustainable income across all market cycles, without sacrificing capital growth.
Risk indicator: 3/7
Management style: Active
Estimated fund charge: 0.63% p.a.
Harbour Long Short Fund
An actively managed fund which invests principally, through both long and short positions, in listed Australasian equities.
Risk indicator: 4/7
Management style: Active
Estimated fund charge: 1.40% p.a.
Harbour NZ Core Fixed Interest Fund
An actively managed fund that holds a mix of New Zealand Government and corporate bonds, designed as a risk-diversifier for those investors that also hold riskier assets such as equities and property.
Risk indicator: 3/7
Management style: Active
Estimated fund charge: 0.63% p.a.
Harbour NZ Corporate Bond Fund
A fixed interest fund that is designed to provide income through the yields available from investment-grade New Zealand corporate bonds.
Risk indicator: 3/7
Management style: Active
Estimated fund charge: 0.45% p.a.
Harbour NZ Index Shares Fund
This Fund is designed to provide low-cost exposure to the New Zealand share market by passively tracking the S&P/NZX 50 Portfolio Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.2% p.a.
Harbour Real Estate Investment Fund
An actively managed fund that invests in listed companies which derive their economic value predominantly from owning or controlling real estate.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 0.72% p.a.
Harbour Sustainable NZ Shares Fund
The fund invests in companies in the S&P NZX Portfolio Index, with exclusions to companies including but not limited to large carbon emitters, producers of alcohol, gambling services, controversial weapons and military equipment, pornography, firearms, tobacco, recreational cannabis, child labour, companies with human and animal right violations.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 0.25% p.a.
Harbour T. Rowe Price Global Equity Fund
A high conviction, truly global equity portfolio seeking to invest in companies with above-average and sustainable growth characteristics.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.17% p.a.
Harbour T. Rowe Price Global Equity Fund – Hedged
A high conviction, truly global equity portfolio seeking to invest in companies with above-average and sustainable growth characteristics.
Risk indicator: 6/7
Management style: Active
Estimated fund charge: 1.19% p.a.
Hunter Global Fixed Interest Fund
The Fund invests in a portfolio of international fixed income securities, derivatives and cash. The investment objective of the Fund is to provide a total return, before costs and tax, 1% p.a.
Risk indicator: 4/7
Management style: Active
Estimated fund charge: 0.53% p.a.
Frequently asked questions
Who is 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.
What Harbour funds are available through InvestNow?
You can see every Harbour fund available through InvestNow in the list above. Select a fund to see its details, performance, fees and documents.
What is the minimum investment?
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Explore Harbour funds
Compare the Harbour funds available through InvestNow, including their investment approach, risk, fees and historical performance.