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 - 12 May 2017

RBNZ: Inflation. What inflation? PDF

Australasian Equities Monthly Commentary - May 2017

Pause…. before re-engaging PDF

Fixed Interest Monthly Commentary - May 2017

The rise of geopolitical risks PDF

Investment Horizons - May 2017

Outlook for bank credit ratings PDF

Latest Media

stuff.co.nz - 19 May 2017

Briscoe Group revives speculation about Kathmandu bid

Shane Solly, an analyst with Harbour Asset Management... said he did not want to make any assumptions. But one of the stumbling blocks for Australian investors in Briscoe's previous offer was that it was a largely share-based offer when Briscoe itself was not on the Australian sharemarket. An ASX listing "does open the path" for further dialogue over Kathmandu, he said....

stuff.co.nz - 18 May 2017

Striking Carter Holt mill worker’s union puts pressure on company’s ‘ethical’ stance

Andrew Bascand, Managing Director of Harbour Asset: "What you're talking about might cause an investor to say, actually I might still invest in this company but I might engage with this company to discuss this matter. Because often when these sorts of things arise, they can signal broader issues of governance or social justice."

nzherald.co.nz - 17 May 2017

International appetite for Auckland port sale

Shane Solly of Harbour Asset Management said other industry players, businesses from Australia and global operators from the likes of Asia would be extremely keen. "But we, as domestic investors, would be keen," Solly said "and that's a question for the potential vendors, whether they favour a domestic ownership model."