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 - 26 January 2017

RBNZ relief on CPI, but not declaring victory PDF

Australasian Equities Monthly Commentary - February 2017

Earnings to lead performance PDF

Fixed Interest Monthly Commentary - February 2017

Back on an even keel PDF

Harbour On The Road - May 2016

On the road in China


Latest Media - 17 February 2017

Auckland Airport, on front line of tourism boom, lifts first-half profit 19%

Shane Solly, a director at Harbour Asset Management, said having watched several growth cycles at Auckland Airport, they tend to be followed by some flattening off. "It is a tiger by the tail in terms of managing the growth," he said. "Management is doing a very good job managing that process. It is a near-term tactical issue while long term they are making the right decisions." In the first half, opex "was a bit higher than analysts had expected while passenger spend was a little bit lower."... - 17 February 2017

Kiwi exporters face trouble in China

Harbour Asset Management analyst Oyvinn Rimer says problems in the daigou channel are one of a number of issues facing Bellamy's. "If you don't service that demand well, then they can turn on you quite quickly."... - 26 January 2017

Fonterra confident in China strategy despite losses

Harbour Asset Managements analyst and director Oyvinn Rimer said Beingmate's difficulties were not unique to the company. "We have seen that other Chinese players are also facing some headwinds there as well," Rimer said. "It is an industry phenomenon but you can't pinpoint exactly what is driving it because it differs from company to company," Rimer said...