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

Watch the videos

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 - 29 June 2015

Harbour Navigator: Greek tragedy – what to watch

The Greek government shocked markets over the weekend by announcing that it will hold a referendum on 5th July, asking the Greek people whether they agree with the latest bailout conditions imposed by European negotiators.

Australasian Equities Monthly Commentary - May 2015


The New Zealand equity market returned 0.97% in May while the Australian market returned 0.40% (+4.08% in NZD terms) over the month. The MSCI World equity index fell -0.1% in May. Bond markets reacted cautiously to stronger European and US economic data and Fed comments that it will likely be appropriate to take initial steps to start normalising monetary policy at some point this year. The US dollar strengthened in reaction.

Fixed Interest Monthly Commentary - May 2015

Should they? will they?

The NZ 2 year swap rate ended around 15 basis points lower at 3.35%, as market placed a higher probability on OCR cuts in 2015. The market is now ascribing a 50% chance of the RBNZ cutting the OCR by 25 basis points in June, and a 100% chance by July.

Investment Horizons - June 2015

Contact Energy: Lessons in governance

The cancelation of international geothermal investment plans by Contact Energy last week provided a number of lessons in governance. But first some context. Back in February, Contact Energy shocked investors when they proposed spending $1bn on global geothermal projects. This followed numerous assertions over several years that their shareholders would benefit from capital management and higher dividends.

Latest Media - 1 July 2015

Briscoe Group seeks exemption for foreign Kathmandu shareholders

Briscoe Group will ask for an exemption from the NZX's Takeovers Panel so it can legally offer to buy shares in Kathmandu from shareholders outside of New Zealand and Australia. Briscoe, which took a 19.9 per cent stake in the dual-listed outdoor clothing and equipment retailer this week, on Wednesday lodged an official takeover intention notice with the NZX - 1 July 2015

Meridian gives Tiwai smelter month extension on power decision

Owners of the Tiwai Point aluminium smelter have been given an extra month to decide whether to renew an energy contract with Meridian Energy. Meridian Energy and New Zealand Aluminium Smelters (NZAS) agreed on Tuesday night to amend their electricity agreement by extending the date by a month on which NZAS can give a termination notice to Meridian, from July 1 to August 3. - 30 June 2015

Why cracks in China are more worrying for NZ than Greek nightmare

As extreme volatility plagues Chinese sharemarkets a top economist is warning that the cracks appearing within China's economy are of much greater concern for New Zealand than Greece's economic woes.