Investment Solutions

Retail Investors

Harbour offers retail investors the following range of NZ unit trust Portfolio Investment Entities (PIEs) either through an Authorised Financial Adviser or Rabodirect. For details on these offerings, see our Product Disclosure Statement.

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 - 4 January 2017

Investor conviction levels high PDF

Australasian Equities Monthly Commentary - January 2017

Increasing Volatility PDF

Fixed Interest Monthly Commentary - January 2017

A nasty quarter for bonds PDF

Harbour On The Road - May 2016

On the road in China


Latest Media - 6 January 2017

Leading questions: Harbour Asset Management managing director Andrew Bascand

1. What is 2017 looking like for your business? The financial services sector in New Zealand continues to benefit from three key trends - the growth in KiwiSaver, global, robust economic growth and strong interest in New Zealand as an investment destination. As we move into 2017 it is possible that the extreme attraction of NZ as a very favourable investment destination for global investors fades a little. What we are really thinking is not so much a sharp turning point, just this influence coming off the boil a little... - 1 January 2017

Year in Review: Sheen comes off NZ yield story as global interest rates rise

Shane Solly, a director at Harbour Asset Management, said investors that historically invested in lower risk bonds to generate income "were forced to move up the risk curve as fixed interest rates fell to levels that meant return targets could not be achieved." "In many cases they moved capital into higher income-yielding but relatively lower-risk defensive stocks," ... - 16 December 2016

Stock takes: Fed rate hike a milestone for world markets

Harbour Asset Management portfolio manager and analyst Shane Solly said the New Zealand market had been underperforming other sharemarkets for the last three months as investors switched out of yield stocks and into cyclical stocks. "At the margin, we may see less capital coming into New Zealand," he said. "It's not a washout, but New Zealand may continue to underperform in the aftermath of this (rate hike)."