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 - 18 September 2015

Uncertainty unresolved

It was billed as the most important interest rate decision from the US Federal Reserve since rates were cut to an all-time low of 0.25% over 6 years ago.

Australasian Equities Monthly Commentary - August 2015

Profit result season – slowing rate of growth

The New Zealand equity market (S&P/NZX50) fell by -4.5% over the month of August while the Australian market (ASX200) dropped by -7.8% (-7% in NZD terms).

Fixed Interest Monthly Commentary - September 2015

Releasing the handbrake

As expected, the RBNZ cut the OCR to 2.75% at its September Monetary Policy Statement. The RBNZ also highlighted that further easing seems likely. As a result, the NZ 2 year swap rate fell as low as 2.65% during September.

Investment Horizons - October 2015

Rolling Stones Vs. The Beatles

“When I get older, losing my hair, many years from now…” When The Beatles released ‘When I’m Sixty-Four’ in 1967 for many of the young listeners sixty-four was indeed old. Now that many of the baby boomer generation have reached sixty-four, they probably don’t think sixty-four is that old.

Latest Media - 4 October 2015

TE keeps Harbour admin business safe

Harbour Asset Management has retained its incumbent fund admin provider, Trustees Executors (TE), after putting the service out for tender to the wider market. - 30 September 2015

Jitters see Carters float shelved

Plans for a sharemarket float of the Carters building supplies chain have been shelved amid ongoing market volatility that saw stocks tumble on exchanges from New Zealand to Japan yesterday. - 25 September 2015

Pumpkin Patch in fight for survival as shares plunge

Troubled childrens' clothing retailing Pumpkin Patch appears to be fighting for survival with bankruptcy a risk, an analyst says.