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 - 16 June 2017

A tale of two central banks PDF

Australasian Equities Monthly Commentary - June 2017

Choppy weather, but staying the course PDF

Fixed Interest Monthly Commentary - June 2017

An unusual RBNZ surprise PDF

Latest Media

investmentnews.co.nz - 4 June 2017

Loans, high-yield debt in the mix as Harbour reboots income fund

Harbour Asset Management has rejigged its Income Fund with a new mandate encompassing a broader range of underlying assets and more scope for active management strategies. Mark Brown, Harbour head of fixed income portfolio management, said the revised approach would enable the fund to invest directly in assets including high-yield debt and loans...

nzherald.co.nz - 2 June 2017

World rally warms up Kiwi market as Fletcher rebounds

The shares have been weak, dropping nearly a dollar over May to $7.56, said Craig Stent, executive director and head of equities at Harbour Asset Management. "There have been expectations they might have further downgrades to earnings, though those could have been priced in now," Stent said...

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....