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

T. Rowe Price Global Equity Growth Fund – retail

Income Fund – Retail

Wholesale Investors

Harbour offers wholesale investors a range of single sector or multi sector NZ unit trust Portfolio Investment Entities (PIEs). Also available to some wholesale investors is the Premium Tailored Portfolio Service. For more information contact Kendal Law.

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 to some investors a Premium Tailored Portfolio Service. For more information contact Kendal Law.

Latest Research

Harbour Navigator - 23 September 2016

Central banks not ready to throw in the towel PDF

Australasian Equities Monthly Commentary - September 2016

NZ profit reporting season solid PDF

Fixed Interest Monthly Commentary - September 2016

Holding Pattern PDF

Harbour On The Road - May 2016

On the road in China

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Investment Horizons - September 2016

Auckland Council’s Debt Dilemma PDF

Latest Media

stuff.co.nz - 23 September 2016

Dick Smith’s demise, strong economy boosts Warehouse profit

Harbour Asset Management analyst Shane Solly said the absence of Dick Smith, consumer confidence and solid past decisions were paying off. "We're seeing the business invest and take some difficult decisions in the past which seem to be starting to pay off, but there's some elements certainly of population growth helping to lift demand for retailers. Solly said it was clear the company had benefited both from the foundations set by former chief executive Mark Powell and the new directions of his successor, former Sears executive Nick Grayston.‚Äč..

nzherald.co.nz - 9 September 2016

The rebuilding of Fletcher

"Share analyst and portfolio manager Shane Solly, of Harbour Asset Management, says that under Adamson, Fletcher "has got its mojo back again, delivering solid returns in its home market and improving in Australia, refocused into areas building on traditional strength with good returns." Adamson and the management team have grabbed some thorny business nettles, says Solly, taken some hard decisions and are turning around some challenged businesses - particularly in Australia."...

m.nzherald.co.nz - 6 September 2016

A2 Milk leads market to a fresh record

Harbour Executive Director Craig Stent was quoted in this round up of the markets...