Fund-vs-fund · International Equities
Harbour Epoch Global Quality Select Equity FundvsIndia Avenue Equity Fund — H Class
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.
Where you can buy these
Platform availability confirmed within the last 180 days. This is a statement of availability, not a recommendation — ManagedFundsNZ is not a Financial Advice Provider. Check the current PDS before investing.
Harbour Epoch Global Quality Select Equity Fund
No platform availability confirmed. Usually means it is bought directly from the manager — check their site.
India Avenue Equity Fund — H Class
What's different at a glance
- Harbour Epoch Global Quality Select Equity Fund is a NZ PIE (PIR-capped tax). India Avenue Equity Fund — H Class is structured as an Australian Unit Trust — NZ investors pay tax under FIF rules and need to file an annual return.
Where each fund sits in its cohort
Percentile rank vs all 84 international equities funds we've matched on Sorted Smart Investor. Mechanical only — no opinion, no forward-looking view.
Annual fund charge
Lower is better
Harbour
0.98%
Upper half of cohort
India Avenue
—
—
5-year return p.a.
Past performance — not a predictor
Harbour
—
—
India Avenue
—
—
Fund size
Larger = more stable, lower close-risk
Harbour
NZ$214m
Upper half by size
India Avenue
—
—
| Metric | Harbour | India Avenue | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 0.98% | — | Lower is better |
| Risk indicator (1–7) | 5 | — | Higher = more volatility |
| 5-year return p.a. | — | — | Higher is better (past not future) |
| Fund size | NZ$214m | — | Larger = more stable, lower close-risk |
| Growth / income split | 98% / 2% | — | More growth = higher long-run return + volatility |
| NZ tax structure | PIE (PIR-capped) | AU Unit Trust (FIF rules) | 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
Harbour
Harbour Epoch Global Quality Select Equity Fund
The Fund�s objective is to provide long-term capital appreciation by investing primarily in a portfolio of securities of companies which are traded, listed or due to be listed, on recognised exchanges and/or markets throughout the world. The portfolio may include investments in the securities of companies traded, listed or due to be listed, on recognised exchanges and/or markets of developing countries.Full Harbour Harbour Epoch Global Quality Select Equity Fund profile →
India Avenue
India Avenue Equity Fund — H Class
Strategy summary not yet ingested.
Full India Avenue India Avenue Equity Fund — H Class profile →Common questions
What's the difference between the Harbour Epoch Global Quality Select Equity Fund and the India Avenue Equity Fund — H Class?
Are both funds PIE-taxed in NZ?
Where can I read the official documents for these funds?
