Types of Fund

Our Funds fall into three basic investment categories. 

 

Growth Funds

Designed to grow your capital over the longer term. These tend to be higher risk and higher return.

Income Funds

Designed to provide a steady income, and some capital growth. These tend to be medium risk and medium return.

Fixed Interest Funds

Designed to protect your capital, and often used as a risk-diversifier for those who hold riskier investments. These tend to be lower risk and lower return.

Compare Harbour Investment Funds

Click on the sail buttons below to compare the different types of Funds.

Offer documentation, such as our Product Disclosure Statement, Statement of Investment Policy and Objectives, and Other Material Information can be found on the footer of our website, or on the Disclose register. These documents have been prepared in accordance with the Financial Markets Conduct Act 2013 (FMC Act).

Harbour Investment Funds are Portfolio Investment Entities (PIEs). You can read more about what PIE means on the Inland Revenue website.

Stylised risk and return profile of Harbour Investment Funds

risk return

What Fund is right for me?

At Harbour we don't give financial advice, we only manage money. If you aren't sure what types of investment are right for you, or what your risk appetite is, we recommend that you seek advice from a qualified financial advisor, or use the investor information at sorted.org.nz

For larger clients  with over $5 million to invest

We may be able to offer a tailored portfolio service. To find out more information about your investment options, please contact us.