Independent Research Reviews

Morningstar Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. It offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 385,000 investment offerings and has operations in 27 countries.

FundSource is New Zealand's leading investment research house, supplying analysis to financial advisers and fund managers since 1987. FundSource is a well known and trusted brand in the New Zealand market, investors can be confident they are getting an expert and fully independent opinion.

Awards

New Zealand Fund Manager of the Year 2017

New Zealand Fund Manager of the Year 2016

Fund Manager of the Year: Fixed Interest Category, New Zealand 2016

New Zealand Fund Manager of the Year 2014

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Fund Manager of the Year: Fixed Interest Category, New Zealand 2014

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Fund Manager of the Year: Domestic Equities Category, New Zealand 2014

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The Morningstar New Zealand Fund Manager of the Year 2014 is Harbour Asset Management. Harbour is a true funds management success story. Managing Director and portfolio manager Andrew Bascand leads a team commendably focused on delivering both strong performance results and genuine investor engagement. The firm's well-conceived, timely communication with investors and advisers provides astute insights into both portfolio positioning and market developments. The firm is also resolutely focused on delivering where it counts, and 2013 was another banner year, as the equities and fixed income teams produced first-rate performances. Harbour's commitment to reinvesting in its staff and business and unwavering commitment to investor outcomes render it well-deserving of Morningstar's overall award for funds management excellence.

Fundsource Awards 2014

Boutique Manager of the Year 2014
New Zealand Fixed Interest Finalist 2014
Australasian Equity Finalist 2014

Best Investment Management Company 2014, New Zealand

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Harbour is the winner of the prestigious "Best Investment Management Company 2014, New Zealand" as awarded by World Finance Magazine. World Finance is a leading financial magazine, produced every two months by World News Media from its headquarters in London.

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