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 - September 2014

Spring Divergence

The New Zealand equity market returned 1.1% in September, outperforming the Australian market which had its worst month since May 2012 returning -5.4%. The MSCI world equity index was also weak, falling -3.2% in US dollars, driven by weak Asian and US markets and investors pondering the timing of a first Fed rate hike.

Fixed Interest Monthly Commentary - September 2014

Diverging cycles driving FX market

The strength of New Zealand economic data continued to moderate in September, following the recent rise in interest rates and some pre election caution. In the September Monetary Policy Statement, the RBNZ reiterated its message that it is prudent to pause for a while and further assess developments.

Latest Media

stuff.co.nz - 16 October 2014

Smart savings tips for students

Harbour Asset Management managing director Andrew Bascand and fellow director Oyvinn Rimer spoke to the students as part of activities for Money Week.

nzherald.co.nz - 15 October 2014

Singapore interest in NZ malls

Shane Solly, Auckland-based director, portfolio manager and research analyst with institutional investor Harbour Asset Management, said Scentre - the A$17.3 billion shopping centre trust born out of the controversy of the Westfield restructure - might quit its New Zealand shopping mall portfolio.

radionz.co.nz - 14 October 2014

Analyst doubts US success for Xero

Harbour Asset Management managing director Andrew Bascand said his company did not own any Xero shares but had spent considerable time researching the stock.