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Fund-vs-fund · International Equities

Amova Global Shares Fund vs Harbour Epoch Global Quality Select Equity Fund

Both are International Equities funds available to NZ retail investors. Numbers below are sourced from the FMA Disclose register via Sorted Smart Investor and reflect the latest published quarterly fund updates.

Why these two differ

The most material difference in this comparison is data availability: the Harbour Epoch Global Quality Select Equity Fund's latest Quarterly Fund Update is absent from our snapshot, meaning its annual fund charge, risk indicator, five-year return, fund size, and asset allocation are all undisclosed here. Amova Global Shares Fund, by contrast, supplies a reasonably complete picture. Amova discloses an annual fund charge of 1.20%, a risk indicator of 5 out of 7, a five-year return of 6.69% per annum, a fund size of approximately NZD 161.9 million, and a growth asset allocation of 98.31%. Its top five holdings — Nvidia Corp (7.71%), Microsoft Corp (5.42%), Amazon.com Inc (5.40%), Broadcom Corp (3.58%), and Netflix Inc (3.43%) — reveal a concentrated tilt toward large-cap US technology and growth names. Both funds sit in the International Equities category, so their broad investment universe is comparable on paper, but no equivalent portfolio transparency exists for the Harbour fund in this snapshot to confirm whether a similar or meaningfully different concentration applies. Harbour's management philosophy, through its sub-adviser Epoch Investment Partners, is publicly associated with quality and dividend-growth oriented global equities, which may differ from Amova's apparent growth weighting, though this cannot be confirmed from QFU data alone. Investors should verify all figures — including any updates to Harbour's disclosures — against each fund's current Product Disclosure Statement and latest Quarterly Fund Update on FMA Disclose before relying on any of this information.

Comparison generated 2026-07-05 from each fund's FMA Disclose QFU facts as at that date. If the underlying facts change, this narrative is withheld until it is regenerated — the tables on this page always reflect the current data.

What's different at a glance

  • Both are New Zealand PIE funds — investor tax is capped at the Prescribed Investor Rate (PIR), maximum 28%.

Where each fund sits in its cohort

Percentile rank vs all 81 international equities funds we've matched on Sorted Smart Investor. Mechanical only — no opinion, no forward-looking view.

Annual fund charge

Lower is better

Amova

1.20%

Highest 23% of cohort

Harbour

5-year return p.a.

Past performance — not a predictor

Amova

6.69%

Lower half over 5 years

Harbour

Fund size

Larger = more stable, lower close-risk

Amova

NZ$162m

Upper half by size

Harbour

Metric Amova Harbour Lower / higher is
Annual fund charge 1.20% Lower is better
Risk indicator (1–7) 5 Higher = more volatility
5-year return p.a. 6.69% Higher is better
(past not future)
Fund size NZ$162m Larger = more stable, lower close-risk
Growth / income split 98% / 2% More growth = higher long-run return + volatility
NZ tax structure PIE (PIR-capped) PIE (PIR-capped) PIE = simpler. FIF = annual return.
Currency hedging Unhedged Hedged smooths NZD/foreign FX moves at a small cost.
Responsible investment screening No No Specific exclusions live in each fund's SIPO.
Available via Direct Direct Platforms accepting retail subscriptions.

What each fund says it does

Amova

Amova Global Shares Fund

The fund aims to provide investors with a relatively concentrated actively managed investment portfolio of global equities to achieve long term capital growth. This fund invests in a selection of around 40-50 companies from around the world, covering a diverse range of regions and sectors. This fund has a high level of volatility.
Full Amova Amova Global Shares Fund profile →

Harbour

Harbour Epoch Global Quality Select Equity Fund

Strategy summary not yet ingested.

Full Harbour Harbour Epoch Global Quality Select Equity Fund profile →

Common questions

What's the difference between the Amova Global Shares Fund and the Harbour Epoch Global Quality Select Equity Fund?
Both are international equities funds available to NZ retail investors. Both are New Zealand PIE funds — investor tax is capped at the Prescribed Investor Rate (PIR), maximum 28%.
Are both funds PIE-taxed in NZ?
Yes. Both are NZ Portfolio Investment Entities (PIEs). Investor tax on the fund's income is capped at the Prescribed Investor Rate (PIR), maximum 28%.
Where can I read the official documents for these funds?
Both funds publish their Product Disclosure Statement (PDS), Statement of Investment Policy (SIPO) and Quarterly Fund Update (QFU) on the FMA Disclose register at disclose-register.companiesoffice.govt.nz. Always read the current PDS before investing.
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Important: This comparison is general information only — not personalised financial advice. Past performance is not a reliable indicator of future returns. The right fund for you depends on your personal circumstances. Read each fund's Product Disclosure Statement and consider speaking to a licensed financial adviser.