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 InvestNow. For details on these offerings, see our Product Disclosure Statement .

Australasian Equity Fund

Income 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

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 - 12 July 2017

Investment implications of electric vehicle momentum PDF

Australasian Equities Monthly Commentary - July 2017

Expensive Goldilocks PDF

Fixed Interest Monthly Commentary - July 2017

From deflation to reflation PDF

Investment Horizons - June 2017

Raising inflation targets? PDF

Latest Media

investmentnews.co.nz - 16 July 2017

Good conduct guides fund manager client-service hires

NZ fund managers now have to devote extra resources to client-servicing to comply with the Financial Markets Authority (FMA) ‘good conduct’ guidelines, according to Andrew Bascand, head of Harbour Asset Management...

nzherald.co.nz - 7 July 2017

Stock takes: Chicken anyone?

Harbour Asset Management's Shane Solly says it's been a good start to the confession season so far. The season is typically a patch after a company's end of financial year and its results announcement, when either a warning of worse than expected performance or better than expected can come. With many NZX-listed companies having a June 30 balance date investors would do well to watch out for any updates in the coming weeks...

nzherald.co.nz - 27 June 2017

NZX considers one platform for all listed stocks

Harbour Asset Management portfolio manager and analyst Shane Solly said a transition to one board would be a welcome move, but that standards of disclosure for all listed stocks would need to remain high. "We are obviously keen to have a broader range of companies to invest in that provide different business opportunities," Solly said...