Harbour Epoch Global Quality Select Equity Fund vs Harbour Epoch Global Quality Select Equity (Hedged) Fund

Both funds are managed by Harbour and invest in the same underlying international equities strategy sub-advised by Epoch Investment Partners, making currency treatment the most material structural difference between them. The unhedged fund — Harbour Epoch Global Quality Select Equity Fund — retains full exposure to movements between the New Zealand dollar and the currencies of its underlying holdings, meaning returns in NZD terms will fluctuate with exchange rates as well as share prices. The hedged variant — Harbour Epoch Global Quality Select Equity (Hedged) Fund — uses currency hedging instruments to reduce that foreign exchange exposure, aiming to deliver returns that more closely reflect the underlying equity performance rather than currency swings. This distinction is consequential for investors with a view on the NZD or those seeking to isolate equity risk from currency risk.

Beyond this structural difference, our current data snapshot is unable to populate a meaningful side-by-side comparison: annual fund charges, risk indicator ratings, five-year return figures, fund size, growth asset allocations, and top holdings are all absent for both funds in the sourced Quarterly Fund Update data. It is therefore not possible to compare costs, volatility profiles, or portfolio composition from this snapshot alone.

Because these two funds are otherwise parallel in strategy and manager, the hedging decision is likely the primary consideration for investors choosing between them — but the full fee schedules, risk indicators, and current portfolio data needed to complete that assessment are not available here.

Always verify current figures against each fund's Product Disclosure Statement and latest Quarterly Fund Update on FMA Disclose before relying on any of this information.