Annual fund charge
0.47%
vs peer avg 0.66%
Risk indicator
3/7
1 = lower risk · 7 = higher risk
5-year return p.a.
1.38%
peer avg 1.15%
Fund size
NZ$608.4m
0% growth · 100% income
The Fund is designed for investors seeking income through a diversified portfolio of primarily investment grade corporate bond fixed interest securities. Investments of the Fund are to have what we consider to be a low or low-to-medium investment risk profile so that we can seek to maintain an average credit rating of A-.
About this category
Funds investing in New Zealand-issued government and corporate bonds. Generally lower-risk than equity funds; income-focused.
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 NZ Corporate Bond Fund with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
Peer funds
