Objective

This Fund is designed to deliver positive absolute returns through the economic cycle with low volatility and low correlation of returns with equity markets.

Investment Approach

The Fund is actively managed and invests in Australasian equities. The Fund will hold ‘long’ equity positions across the NZ and Australian share markets reflecting our conviction in companies which can provide medium to long term capital growth. The Fund will also be able to ‘short-sell’ securities. These will typically be companies which rank poorly on our fundamental and quantitative screens.

The Fund will also hold cash and utilise currency management to generate returns. 

Quick Facts

Type
 
Equity
Investment horizon
 
Long term
Fees
 
1.43%pa*
Risk/return
 
Medium

*may pay a performance fee, see Product Disclosure Statement for more details

Harbour Long Short Fund Performance

Unit price
Previous month end price
Fund name Date Unit Price NZD
Harbour Long Short Fund 2019-05-21 1.0075
Harbour Long Short Fund 2019-04-30 1.0078

These unit prices are after fees before tax.

view after fees
view before fees
Fund name 1mnth 3mnth 1 year 2 year pa 3 year pa 5 year pa

Harbour Long Short Fund

Apr 30, 2019

Gross return inc. imputation credits 1.67% 1.40% - - - -

Harbour Long Short Fund

Apr 30, 2019

Return after fees before tax 1.52% 0.91% - - - -

Gross returns means including imputation credits and before all fees, tax & expenses. The gross return listed reflects the Harbour Wholesale Fund in which this Fund invests, and the after tax return reflects the Harbour Investment Fund. Returns for periods less than a year are for the relevant period and not annualised; those of a longer period are annualised for the period shown. Past performance is not indicative of future results. The benchmark for the Fund is S&P/NZX Bank Bills 90-Day Index plus 2% (performance fee benchmark).

Investor Documents

Fund Updates contain important information for investors, covering topics such as performance, fees and holdings. They are published quarterly by all licensed fund managers under the Financial Markets Conduct Act 2013 (FMCA), and follow a standardised format.

Fund Fact Sheets are documents we publish monthly. These do not follow a legally prescribed format.

Investment Team for this Fund

Craig Stent, CFA
Executive Director, Head of Equities
Oyvinn Rimer
Director, Senior Research Analyst

The Harbour Investment Funds Product Disclosure Statement, Statement of Investment Policy and Objectives, Other Material Information and latest collection of quarterly Fund Updates can be found in the footer of this website. These documents have been prepared in accordance with the Financial Markets Conduct Act 2013 (FMC Act). If you aren't sure about anything, we recommend you seek advice from a qualified financial advisor.