Harbour Australasian Equity Wholesale Unit Trust (WUT)
“Headed by experienced and dynamic investor Bascand, the group of five quantitative and qualitative investors are seasoned players, senior members having worked together as a unit for more than five years.”
“Kiwi investors looking for a high-quality approach run by a very experienced group of professional investors need look no further than Harbour Australasian Equity.”
The Morningstar Take summarises Morningstar’s overall opinion of a fund manager’s strategy and capabilities in an asset class.
The 'Highly Recommended' rating indicates that Lonsec has high conviction that the fund or product can achieve its objectives and, if applicable, outperform peers over an appropriate investment timeframe. The Manager or product has strong competitive advantages in people, process and product design and has no areas of material weakness. The investment is a preferred entry point to access this asset class or strategy.
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Lonsec Disclaimer
The Lonsec Limited ("Lonsec") ABN 56 061 751 102 rating (assigned December 2010) presented in this document is limited to "General Advice" and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the Fund Manager for rating the product(s) using comprehensive and objective criteria.