Annual fund charge
1.30%
vs peer avg 1.06%
Risk indicator
4/7
1 = lower risk · 7 = higher risk
5-year return p.a.
Less than 5 years of data
peer avg 4.14%
Fund size
NZ$8.9m
52% growth · 48% income
The Fund is designed to provide investors with exposure to a diversified range of global and domestic investments which make a positive environmental or social impact while aiming to exceed the return benchmark. All investments are assessed against the United Nations Sustainable Development Goals (SDG’s). The Fund invests approximately 60% in growth assets such as impact global and domestic public and private unlisted equities and approximately 40% into more defensive assets, predominantly impact and green bonds that meet our research criteria. The Manager will us
Key facts
Fund start date
30 November 2021
Tax structure
PIE
Capped at your PIR (max 28%)
Top 10 holdings
As at the latest published quarterly fund update.
| Holding | % of fund |
|---|---|
| MIROVA GLOBAL SUSTAINABLE EQUITY FUND | 23.43% |
| T.ROWE PRICE GLOBAL IMPACT EQUITY FUND | 13.44% |
| ANZ NZD CASH | 4.00% |
| RESMED | 3.75% |
| CSL | 3.11% |
| CONTACT ENERGY | 2.95% |
| SPARK FINANCE LIMITED 29/09/2028 4.37% | 2.88% |
| NZ GOVERNMENT STOCK 15/05/2034 4.25% | 2.65% |
| TRANSPOWER NZ LIMITED 08/09/26 2.047% | 2.59% |
| HOUSING NEW ZEALAND LTD 10/09/35 1.534% | 2.29% |
Documents
Every dated PDS, quarterly fund update and full-portfolio holdings file. Linked from the FMA Disclose register via Sorted Smart Investor.
- HARBOUR SUSTAINABLE IMPACT FUND (FND36270) Full portfolio holdings 31 December 2025.xlsx Download the full portfolio holdings. XLSX, 2.38 KB
- Harbour Investment Funds PDS Diversified Funds.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 963.93 KB
- Fund Update Harbour Sustainable Impact Fund Dec 2025.pdf The quarterly update published by the provider PDF, 337.79 KB
- T.Rowe Price Global Equity Growth Fund (RUT)2016.pdf T. Rowe Price Global Equity Fund financial statements 30 June 2016 PDF, 5.55 MB
- Harbour NZ Fixed Interest Funds (RUT)2016.pdf Retail Harbour Fixed Interest Funds Financial statements 30 June 2016 PDF, 6.77 MB
- Harbour Australasian Equity Funds (RUT)2016.pdf Retail Harbour Equity Funds Financial Statements 30 June 2016 PDF, 7.11 MB
- Harbour ESG Policy 21 November 2025.pdf Harbour - Environmental, Social and Governance Policy - 21 November 2025 PDF, 396.35 KB
- Harbour Investment Funds PDS Global Funds.pdf Additional product disclosure statement from the provider PDF, 972.61 KB
- Harbour Investment Funds PDS Australasian Equities and Fixed Interest Funds.pdf Additional product disclosure statement from the provider PDF, 1.26 MB
- Harbour Investment Funds Other Material Information.pdf Other Material Document PDF, 433.92 KB
- Harbour Investment Funds Statement of Investment Policy and Objectives.pdf Statement of investment policy and objectives PDF, 762.79 KB
About this category
Multi-asset funds that hold a mix of shares, bonds, cash and sometimes property in a single portfolio. The mix determines the risk profile — aggressive funds hold more shares, conservative funds hold more bonds and cash.
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 Sustainable Impact Fund with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
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