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

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.

Non-Resident Investors

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

Latest Research

Harbour Navigator - 17 December 2014

Harbour Navigator: Falling oil prices – winners and losers

One of the defining features of financial markets in 2014 has been the fall in oil prices, from $115 per barrel in June to a current price under $60. The real winners are likely to be consumers in developed countries, who will have more cash left in their wallets after paying their regular fuel costs. This should help underpin a lift in global economic activity in 2015. However, the sharp move in oil prices does pose risks, especially from emerging markets.

Australasian Equities Monthly Commentary - November 2014

Australian Headwinds

The New Zealand equity market returned 0.8% in November, assisted by a strong mid-month rally reflecting MSCI global index changes that positively included Meridian Energy and Mighty River Power.

Fixed Interest Monthly Commentary - November 2014

Competing forces in an interconnected world

While the US economy goes from strength to strength, the Eurozone continues to wallow. Speculation of rate cuts build in Australia and the outlook for the dairy sector in New Zealand weakens further.

Investment Horizons - December 2014

Inflation targeting: a victim of its own success

The central banking world converged on Wellington earlier this month to celebrate 25 years of inflation targeting. The Reserve Bank of New Zealand (RBNZ) played host, given its pioneering role in what has become the accepted standard for monetary policy. However, the success of inflation targeting could end up creating one of the main future challenges for central bankers.

Latest Media

Good returns - 15 December 2014

Fund brings active and passive together

Harbour Asset Management is launching an Advanced Beta Fund designed to track the NZX Portfolio Index with tilts towards value, yield and growth factors. The Harbour NZ Equity Advanced Beta Fund will be benchmarked against the NZ Portfolio Index. - 5 December 2014

MARKET CLOSE: Shares dip, paced by Air NZ; ANZ, Westpac decline

New Zealand shares edged lower, paced by Air New Zealand as investors booked in recent gains in a fully priced market. "Air New Zealand has come off the boil," said Shane Solly, director at Harbour Asset Management. - 27 November 2014

Maori warned prosperity means more than just owning land

Participants at an investment conference in Wellington were told that property is not enough for iwi and other Maori organisations to generate the returns needed to invest back in their people.