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

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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 - 19 September 2014

Election and Capital Management Key Catalysts

The general election result on Saturday will have a large bearing on the performance of the electricity utilities. Since the announcement in April 2013 by Labour and the Greens on the NZ Power proposal, the ‘gentailer’ sector has generally acted as a proxy for the fortunes of the left and right. Whilst the proposal was light on detail, at a headline level it would have been detrimental to company electricity utility valuations.

Australasian Equities Monthly Commentary - August 2014

Focus on stock selection

The New Zealand equity market returned 1.1% in August, outperforming the Australian market which rose 0.6% in the month although it was up 2.5% in NZ Dollar terms.

Fixed Interest Monthly Commentary - August 2014

Europe drives NZ bond yields lower for now

NZ 2 year swap rate was little changed over August, trading in a narrow 4.00 to 4.10% range. NZ economic data since the RBNZ’s June Monetary Policy Statement has been mixed, with dairy prices sharply lower and net migration reaching new record highs. Other data has moderated, as expected with higher interest rates.

Investment Horizons - September 2014

Global Bonds: All risk and no reward?

Over the last couple of years investors have been challenged by the persistently low level of global bonds yields. Consensus thinking has been that a global recovery and return to conventional monetary policy would take yields back towards normal levels. 2014 has surprised many, with yields falling further, despite the steady improvement in the US economy and the US Federal Reserve tapering QE. Consequently, returns have been strong, boosted by capital gains.

Latest Media

radionz.co.nz - 25 September 2014

Dollar dips after central bank’s warning

The New Zealand dollar fell to its lowest level in more than a year this afternoon after the Reserve Bank said in a statement tat the currency is unjustified and unsustainable at current levels.

newstalkzb.co.nz - 16 September 2014

Cameron makes passionate plea

Harbour Asset Management's Christian Hawkesby told Newstalk ZB's Rachel Smalley there's a lot of uncertainty around what the currency would be.

mortgagerates.co.nz - 8 September 2014

Not much flavour expected in OCR announcement

The official cash rate is highly unlikely to move the week when the Reserve Bank issues its next Monetary Policy Statement. indeed it has been described by one economist as being a vanilla statement.