Annual fund charge
0.77%
vs peer avg 0.95%
Risk indicator
5/7
1 = lower risk · 7 = higher risk
5-year return p.a.
0.04%
peer avg 6.03%
Fund size
NZ$149.0m
98% growth · 2% income
The Fund aims to capture the income yield and medium-term capital growth characteristics of real estate assets by investing principally in listed real estate assets and enhance diversification and return potential against the S&P/NZX All Real Estate Index.
About this category
Funds investing in listed property companies and Real Estate Investment Trusts (REITs). Provides equity-like exposure to commercial, industrial, retail and residential property.
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 Real Estate Investment Fund with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
Peer funds
Other Listed Property funds
ANZ Investments
ANZ Investments OneAnswer Property Securities Fund
PIE
Dexus
Dexus Global REIT Fund
PIE
Fisher Funds
Fisher Funds Property & Infrastructure Fund
PIE
Mercer
Mercer Global Listed Real Estate Fund
PIE
Mint
Mint Australasian Property Fund
PIE
Pathfinder
Pathfinder Global Property Fund
PIE