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

T. Rowe Price Global Equity Growth Fund – retail

Income Fund – Retail

Wholesale Investors

Harbour offers wholesale investors a range of single sector or multi sector NZ unit trust Portfolio Investment Entities (PIEs). Also available to some wholesale investors is the Premium Tailored Portfolio Service. For more information contact Jody Kaye.

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 to some investors a Premium Tailored Portfolio Service. For more information contact Jody Kaye.

Latest Research

Harbour Navigator - 22 January 2016

Debt, deflation and demographics PDF

Australasian Equities Monthly Commentary - January 2016

Courage, the signs of recession are limited PDF

Fixed Interest Monthly Commentary - January 2016

History doesn’t repeat but it often rhymes PDF

Latest Media

Radionz.co.nz - 2 February 2016

Investors want climate change risk disclosure

Institutional investors are agitating for more information from fossil fuel companies about the risks they face from climate change. The New Zealand Superannuation Fund is developing a fund-wide strategy to deal with the financial effects of such change.

www.odt.co.nz - 23 January 2016

Australia — the market investors love to hate

Australia is the market global investors love to hate, Harbour Asset Management managing director Andrew Bascand says. "It is an easy target for those worried about global growth, Chinese demand and falling commodity prices.''

Interest.co.nz - 19 January 2016

Don’t over estimate systemic risks to the Australian banking system from falling commodity prices & Chinese equity market volatility

Australia is still the market that global investors love to hate. It is an easy target for those worried about global growth, Chinese demand and falling commodity prices.