Recent Awards

New Zealand Fund Manager of the Year 2014
Fund Manager of the Year: Domestic Equities Category, NZ 2014
Fund Manager of the Year: Fixed Interest Category, NZ 2014

Boutique Manager of the Year 2014
New Zealand Fixed Interest Finalist 2014
Australasian Equity Finalist 2014

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Investment Solutions

Retail Investors

Harbour offers retail investors the following range of NZ unit trust Portfolio Investment Entities (PIEs) either through an Authorised Financial Advisor or RaboDirect:

Australasian Equity Fund

Australasian Equity Income Fund

Australasian Equity Focus Fund

New Zealand Equity Advanced Beta Fund

NZ Core Fixed Interest Fund

NZ Corporate Bond Fund

Wholesale Investors

Harbour offers wholesale investors a range of NZ unit trust Portfolio Investment Entities (PIEs). Contact Jody Kaye for more information.

Iwi, Charities & Other Wholesale Entities

Harbour offers iwi, charities and other wholesale entities tasked with investing in perpetuity or with inter-generational investing, either a single asset class solution or a tailored multi-asset class solution. Contact Jody Kaye for more information.

Latest Research

Harbour Navigator - 16 April 2015

A capital gains tax for residential property investment?

We’ve been here before. For two decades the Reserve Bank has raised its concerns about the risks New Zealand faces from the housing market. The perceived issues, all reasonable and valid, have included poor allocation of investment capital and the threat of economic and financial sector instability. Aggravating the problem is the banking sectors’ need to fund mortgage lending from offshore markets.

Australasian Equities Monthly Commentary - March 2015

High tide – sectoral leadership changing

The New Zealand equity market returned -0.36% in March while the Australian market returned -0.06% (- 1.37% in NZD terms) over the month. The MSCI World equity index fell 0.6% in March, dragged lower by a weak US equity market (S&P500 –1.6%) with investors concerned about the impact of the strong US dollar on earnings.

Fixed Interest Monthly Commentary - March 2015

High hurdle for an RBNZ hike or cut

Global fixed interest markets continued to calm in March, after being gripped in early February by falls in oil price, fears of deflation, and surprise rate cuts. The RBNZ left the OCR unchanged at 3.50% and published a flat 90 day rate forecast till 2017. The NZ 2 year swap rate fell marginally to 3.50%.

Investment Horizons - April 2015

Currency union: more politics than economics

With NZ dollar approaching parity with the Australian dollar, the topic of a currency union with our Trans-Tasman cousins has once again emerged. This seems to be a debate that occurs around every fifteen years. The last time it captured the local imagination was just before the euro was formed in 1999. Around that time, Helen Clark said joining a currency union with Australia was “inevitable”.

Latest Media - 23 April 2015

Shane Solly: Growth at any cost a road best avoided

Capital management and investment decisions send strong signals to shareholders, writes Shane Solly. - 18 April 2015

Hart’s New Zealand exit strategy

Country’s richest man could sell remaining stake when Carter Holt Harvey floats this year.

National Business Review - 16 April 2015

Timely Fonterra sale of six-year bonds draws oversubscriptions

Fonterra Cooperative Group [NZX: FCG] attracted $100 million of oversubscriptions for its 2021 bonds in a sale that benefited from the maturity of $800 million of existing debt at the world's biggest dairy exporter and a large government bond maturity that pushed out the duration of a key benchmark index.