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 Ainsley McLaren.

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 Ainsley McLaren.

Latest Research

Harbour Navigator - 1 March 2018

Harbour Equities Update PDF

Harbour Monthly Outlook - March 2018

Rising Volatility PDF

Investment Horizons - March 2018

Behavioural Biases and Equity Quant Research PDF

Latest Media

NZ Herald - 6 January 2018

Rising airline fuel costs could lead to higher fares

Jet fuel prices are now 20 per cent higher than they were a year ago, opening the possibility of increased fares. Fuel can make up to 40 per cent of the cost of the flight depending on the operator's model and the route flown and this could lead some airlines to reconsider where they fly, said Shane Solly, an analyst at Harbour Asset Management.

NZ Herald - 28 December 2017

Herald Business Leader of the Year finalists

Geoff Babidge has steered his firm over a spectacular sharemarket rise this year. Shares in the a2 Milk Company have skyrocketed 282 per cent in the year to date from $2.12 to $8.14 during yesterday's trading. Oyvinn Rimer, senior research analyst at Harbour Asset Management, said in August that the company's 2017 result was a stellar achievement from its management.

Radio NZ - 18 December 2017

Business confidence expected to pick up in the new year

Listen: Business confidence is expected to pick-up in the new year, given the underlying strength in the economy and financial health of many listed companies. Portfolio Manager Shane Solly comments on the markets going into the new year.