Harbour Epoch Global Quality Select Equity (Hedged) Fund
Managed by Harbour Harbour Epoch Global Quality Select Equity (Hedged) Fund is a international equities managed fund operated by Harbour; PIE-structured.
PIE tax treatment — capped at your PIR (max 28%)
This fund is a Portfolio Investment Entity (PIE) under Subpart HM of the Income Tax Act 2007. Income is taxed at your Prescribed Investor Rate (10.5% / 17.5% / 28%), not your marginal income-tax rate. The fund manager calculates and pays the tax on your behalf — when your PIR is correct, you usually don't need to declare PIE income in your annual tax return. See our PIR guide and PIE tax basics for the full picture, or use the PIR calculator to confirm your rate.
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View this fund on FMA DiscloseAbout this category
Funds investing in shares listed outside Australasia. Includes broad global trackers, regional funds, ESG-focused strategies, and theme funds covering automation, healthcare, water and other sectors.
About Harbour
Active equity, fixed income and multi-asset manager with a sustainability-aware overlay.
See all funds from Harbour →Head-to-head
Compare Harbour Epoch Global Quality Select Equity (Hedged) Fund with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
Peer funds
Other International Equities funds
Same manager
Other funds by Harbour
- Harbour NZ Index Shares FundAustralasian Equities
- Harbour NZ Corporate Bond FundNZ Fixed Interest
- Harbour T. Rowe Price Global Equity FundInternational Equities
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Frequently asked questions
Mechanical Q&A grounded in the fund's PDS, SIPO, and latest QFU on the FMA Disclose register. Verify against the source before relying on any of this.
Who manages the Harbour Epoch Global Quality Select Equity (Hedged) Fund?
Harbour Epoch Global Quality Select Equity (Hedged) Fund is managed by Harbour. Active equity, fixed income and multi-asset manager with a sustainability-aware overlay.
What asset class is the Harbour Epoch Global Quality Select Equity (Hedged) Fund?
It is a international equities managed fund. The fund has a growth risk profile. Funds investing in shares listed outside Australasia. Includes broad global trackers, regional funds, ESG-focused strategies, and theme funds covering automation, healthcare, water and other sectors.
What are the fees for the Harbour Epoch Global Quality Select Equity (Hedged) Fund?
The current annual fund charge is published in the fund's latest Quarterly Fund Update on the FMA Disclose register: https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Harbour%20Epoch%20Global%20Quality%20Select%20Equity%20(Hedged)%20Fund. Always check the current Product Disclosure Statement (PDS) for any additional fees.
Is the Harbour Epoch Global Quality Select Equity (Hedged) Fund a PIE fund?
Yes. The Harbour Epoch Global Quality Select Equity (Hedged) Fund is structured as a New Zealand Portfolio Investment Entity (PIE). Investor tax on the fund's income is capped at the investor's Prescribed Investor Rate (PIR), which has a maximum of 28%. Most NZ-resident retail investors with a taxable income at or below NZ$48,000 qualify for a lower PIR.
Is the Harbour Epoch Global Quality Select Equity (Hedged) Fund currency-hedged?
Yes. The Harbour Epoch Global Quality Select Equity (Hedged) Fund hedges its foreign-currency exposure back to NZD. This reduces the impact of NZD/foreign-currency movements on returns but adds a hedging cost.
How can I invest in the Harbour Epoch Global Quality Select Equity (Hedged) Fund?
The Harbour Epoch Global Quality Select Equity (Hedged) Fund is available via Harbour directly. Always read the current Product Disclosure Statement before investing.