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 - 5 December 2016

Politics to the fore PDF

Australasian Equities Monthly Commentary - December 2016

Climbing the wall PDF

Fixed Interest Monthly Commentary - December 2016

Trump Thump PDF

Harbour On The Road - May 2016

On the road in China

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Investment Horizons - November 2016

Is a great investment rotation underway? PDF

Latest Media

nzherald.co.nz - 7 December 2016

Concern raised over SkyCity as merger target

Shane Solly, a portfolio manager of Harbour Asset Management in Auckland, has reacted to a report from The Australian which said ASX-listed The Star Entertainment Group is looking at SkyCity Entertainment Group as a possible merger target.

nzherald.co.nz - 5 December 2016

NZ business reacts to Prime Minister John Key’s resignation

The New Zealand stock market, which is down by more than half a percent, had taken its lead from offshore markets with investors wary about the Italian referendum outcome, said Harbour Asset Management's Shane Solly said. "Offshore investors have been locking in profits in NZ stocks over the last few months. At the margin this change may see a bit more profit taking, but [Bill] English is well known by offshore investors," Solly said. "So unless accompanied by policy change, of which there is no sign currently, equity markets should stabilise."

stuff.co.nz - 4 December 2016

The plan to make bank watchdogs of us all

Andrew Bascand from Harbour Asset Management says it is time banks have to play by the same rules as fund managers and be required to put out simple, easy-to-read documents. "More transparency is better than less. Plain English is better than not plain English," he says.