Equities - Wholesale
Harbour Australasian Equity Wholesale Unit Trust (WUT)
The Fund invests in New Zealand and Australian listed companies, typically holds between 25-35 stocks, and can hold up to 10% in cash.
The Fund aims to deliver returns that exceed the benchmark by 5% pa over the market cycle and has an expected tracking error between 4.0-7.0% pa.
The Fund is only open to wholesale investors and is recommended as part of a balanced investment strategy for investors seeking capital growth over the medium to longer term.