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

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 - 11 April 2017

Labour’s mainstream monetary policy proposals PDF

Australasian Equities Monthly Commentary - April 2017

Running hot PDF

Fixed Interest Monthly Commentary - April 2017

Sticking to the line PDF

Latest Media

nzherald.co.nz - 5 April 2017

Comvita adds to growing list of earnings woes

Harbour Asset Management portfolio manager and analyst Shane Solly most share prices had become elevated during the bull run enjoyed by the market in recent years, which meant investors were less inclined to take earnings disappointments kindly...

nzherald.co.nz - 1 April 2017

A2 Milk – from the fringe to investor favourite

Shane Solly, portfolio manager and analyst at Harbour Asset Management - which holds shares in a2 on behalf of clients - says investing in such companies needs patience. "Sometimes companies don't always evolve the way you think they will, or in the time frame that you expect," he says...

nzherald.co.nz - 29 March 2017

Fletcher shares continue to slide on NZX, ASX

Shane Solly of Harbour Asset Management said the sector was hit by a number of issues which had a wider economic impact. "It is reasonable to expect new construction costs will be higher in the near term as the construction industry focuses on managing risks. Higher economic costs of construction may limit economic growth near term...."