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 - 24 August 2015

Neither bullish nor bearish

Global equity markets have corrected sharply in the last few weeks with the Dow Jones down around 10% from its high and the Australian S&P/ASX 200 index 13% lower than its peak. The S&P/NZX 50 index has experienced a more moderate set back, down around 7% at the time of writing.

Australasian Equities Monthly Commentary - July 2015

Anchor me

The New Zealand equity market (S&P/NZX50) returned 3.4% in July while the Australian market (ASX200) returned 4.4% (+1.7% in NZD terms as the NZD rose against the AUD).

Fixed Interest Monthly Commentary - July 2015

South of neutral OCR?

The RBNZ delivered another 25 basis point cut in the Official Cash Rate to 3.00%, prompted by soft business confidence, falling dairy prices, and the absence of domestic inflation.

Investment Horizons - August 2015

White smoke at No 2 The Terrace?

After interest rates cuts in June and July, a reluctant RBNZ is under pressure from the market to deliver another cut at its September meeting and to signal more to come. The only real question is what will tip it over the edge.

Latest Media

Radionz.co.nz - 28 August 2015

NZ analyst takes neutral stance on market fall

NZHearld.co.nz - 26 August 2015

NZ shares pull out of China nose-dive

New Zealand share prices pulled out of a China-inspired nosedive to close up slightly, assisted by a degree of stability returning to the Australian market, and as bargain hunters moved in to take advantage of improved value throughout the region.

NZHearld.co.nz - 26 August 2015

Markets set for another active day

New Zealand financial markets were in for another active session today after China's moves helped lend support to European share markets but as America's Dow Jones Index swung through a wide range to end lower.