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 - 3 November 2017

Who is Jay Powell? PDF

Harbour Monthly Outlook - November 2017

Adjusting to Change PDF

Investment Horizons - November 2017

Dispelling the myth that a dual mandate implies easier monetary policy PDF

Latest Media

New Zealand Herald - 27 October 2017

ANZ’s $1.78 billion profit a record high

Andrew Bascand, managing director of fund manager Harbour Asset Management, said while it was a record result for the Australian bank, analysts had expected it to be a bit better than what it was.

Radio New Zealand - 6 October 2017

RNZ Business News – 6 October

Managing Director of Harbour Asset Management, Andrew Bascand, talks to Jonathan Mitchell about the current New Zealand market high. - 28 September 2017

Sydney Morning Herald – Markets Live

"CFDA registration is a major step in getting a license to operate through formal China label channels and helps de-risk the future beyond 1 Jan 2018," said Oyvinn Rimer, a director and research analyst at Harbour Asset Management....