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 - 20 July 2016

Assertive RBNZ may finally take froth out of overheating house prices PDF

Australasian Equities Monthly Commentary - July 2016

Stirred but not shaken PDF

Fixed Interest Monthly Commentary - July 2016

All about Brexit PDF

Harbour On The Road - May 2016

On the road in China


Investment Horizons - July 2016

Sick of Traffic Congestion? Maybe economics and technology can help PDF

Latest Media - 27 July 2016

Just how ethical are socially responsible investments?

Harbour Managing Director Andrew Bascand was quoted in this piece on socially responsible investing. "There is no gold standard and I don't think there will be a gold standard. It's an evolving approach. It's a processing of continuing to understand governance, environmental and social issues and continuing to engage with companies and encouraging them to improve year by year..." - 27 July 2016

Responsible investing in NZ rises 28%

This BusinessDesk report covers the release of the Responsible Investment Association Australasia (RIAA) NZ Benchmark Report 2016. Harbour Asset management was singled out as one of only three asset managers in New Zealand who had high levels of ESG (environmental, social, governance) integration in their investment process. - 22 July 2016

Latest LVR restriction signals a much more assertive approach from RBNZ

Listen to Harbour Portfolio Manager Mark Brown discuss the new LVR restrictions with Jenny Ruth from NBR Radio.