Fund-vs-fund · Diversified
AMP Aggressive Managed Fund vs Harbour Sustainable Impact Fund
Both are Diversified 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.
| Metric | AMP | Harbour | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 0.80% | 1.30% | Lower is better |
| Risk indicator (1–7) | 4 | 4 | Higher = more volatility |
| 5-year return p.a. | — | — | Higher is better (past not future) |
| Fund size | NZ$12m | NZ$9m | Larger = more stable, lower close-risk |
| Growth / income split | 98% / 2% | 52% / 48% | More growth = higher long-run return + volatility |
What each fund says it does
AMP
AMP Aggressive Managed Fund
The fund has a well-diversified portfolio that aims to provide growth, primarily through holding growth assets with a low allocation to income assets. The fund aims to achieve high returns, in exchange there will be larger movements up and down in the value of your investments.Full AMP AMP Aggressive Managed Fund profile →
Harbour
Harbour Sustainable Impact Fund
The Fund is designed to provide investors with exposure to a diversified range of global and domestic investments which make a positive environmental or social impact while aiming to exceed the return benchmark. All investments are assessed against the United Nations Sustainable Development Goals (SDG’s). The Fund invests approximately 60% in growth assets such as impact global and domestic public and private unlisted equities and approximately 40% into more defensive assets, predominantly impact and green bonds that meet our research criteria. The Manager will usFull Harbour Harbour Sustainable Impact Fund profile →
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.