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 - 25 September 2017

NZ election: business as usual PDF

Harbour Monthly Outlook - September 2017

Changing Political Landscape PDF

Investment Horizons - September 2017

Lessons from RBOHA PDF

Latest Media

interest.co.nz - 25 August 2017

Fiscal policy looks key to whether the next Official Cash Rate move is down or up, Harbour Asset Management’s Christian Hawkesby says

The Reserve Bank of New Zealand (RBNZ) is projecting 3-3.5% growth in coming years, partly driven by fiscal stimulus in the pipeline, and whether National or Labour form a government in September. A key implication of the recent Monetary Policy Statement is that, if the economy struggles to reach this growth rate, the Official Cash Rate (OCR) may have to be cut further to deliver the demand pressures required to hit the RBNZ’s inflation target....

nzherald.co.nz - 23 August 2017

Record-breaking share price in early trading for A2 Milk, beating expectations

Oyvinn Rimer, senior research analyst at Harbour Asset Management, said it was a stellar result from A2's management. "It clearly illustrates the strong demand particularly for infant formula powder into the Asian market place," Rimer said...

nbr.co.nz - 26 July 2017

Market Close: NZ shares mixed, A2, Fletcher rally while Tower drops 28% on merger decline

"There's been some more positive commentary coming out on that stock, and it's certainly getting a bit more traction," said Shane Solly, director, portfolio manager & research analyst at Harbour Asset Management. "What we've seen is people realising there are very different business models there, Bellamy's has a number of different issues to deal with that A2 doesn't and there's a distinction between the models starting to appear."...