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

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 - 25 February 2015

Harbour Navigator: NZD/AUD Parity?

Australian travellers buying the kiwi dollar at foreign exchange conversion counters in airports are experiencing NZD/AUD parity. In wholesale markets, NZD/AUD could reach parity in the short term, but we expect to see sub 0.90 over the medium term.

Australasian Equities Monthly Commentary - February 2015

Reporting season earns pass mark

The New Zealand equity market returned 2.3% in February while the Australian market returned 6.9% (up 3.1% in NZD terms) over the month.

Fixed Interest Monthly Commentary - February 2015

A change in the fixed interest soundtrack

During the first month of 2015, the unrelenting mood music in financial markets was a medley of falling oil prices, fears of deflation, and expectations of an ECB stimulus package. Over a dozen central banks surprised with dovish policy decisions, and bond yields in many countries hit new lows. The start of February saw an abrupt change in the soundtrack.

Latest Media

National Business Review - 31 March 2015

MARKET CLOSE: Shares follow ASX lower, paced by Spark, Xero

New Zealand shares fell paced by Xero, Spark New Zealand and other dual listed stocks as investors across the Tasman sold off stocks after a major capital raising. Meridian Energy fell ahead of its instalment receipt coming due. - 16 March 2015

Harbour Views: Australasian reporting season sees pass on profits, upside surprise for dividends

Harbour Asset Management crew Andrew Bascand, Shane Solly and Craig Stent mull over the latest round of Australasian corporate profit reports and where NZ and Australia equity markets may go next. - 16 March 2015

Analysts scour results for clues

Far from giving the reassurances that investors sought, the just ended reporting round from major Australian and New Zealand companies has led to soul searching, reawakening latent fears that many share prices have got too expensive.