Which New Zealand managed funds does Harbour Asset Management Limited manage?

Harbour Asset Management Limited is named as the licensed manager in the SIPO of 15 New Zealand retail managed funds, sold under 2 brands, across 2 schemes. The full list, with the SIPO that states each one, is at https://managedfunds.nz/licensed-manager/harbour-asset-management/funds/. Only funds whose SIPO has been ingested are counted, so this is a floor.

Does Harbour Asset Management choose the investments in these funds?

Holding the FMA licence for a scheme is a distinct role from selecting the investments within it, and from custody and supervision. The SIPO names the licensed manager; the investment manager, custodian and supervisor may be other parties and are stated separately in the scheme documents.

Harbour Asset Management

Harbour Asset Management Limited

Harbour Asset Management Limited is named as the licensed manager in the Statement of Investment Policy and Objectives of 15 funds in our universe, sold under 2 brands, across 2 schemes. Each row links to the SIPO that states it.

The funds below carry 2 different brand names. Holding the FMA licence for a scheme is a distinct role from managing the investments within it: an investment manager can select the assets while another licensed entity holds the licence and the scheme. The SIPO names both.

Fund	Brand	Asset class	SIPO
Harbour Australasian Equity Focus Fund	Harbour	Australasian Equities	SIPO
Harbour Australasian Equity Fund	Harbour	Australasian Equities	SIPO
Harbour Australasian Equity Income Fund	Harbour	Australasian Equities	SIPO
Harbour Balanced Growth Fund	Harbour	Diversified	SIPO
Harbour Income Fund	Harbour	Diversified	SIPO
Harbour Long Short Fund	Harbour	Australasian Equities	SIPO
Harbour NZ Core Fixed Interest Fund	Harbour	NZ Fixed Interest	SIPO
Harbour NZ Corporate Bond Fund	Harbour	NZ Fixed Interest	SIPO
Harbour NZ Index Shares Fund	Harbour	Australasian Equities	SIPO
Harbour Real Estate Investment Fund	Harbour	Listed Property	SIPO
Harbour Sustainable Impact Fund	Harbour	Diversified	SIPO
Harbour T. Rowe Price Global Equity Fund	Harbour	International Equities	SIPO
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	International Equities	SIPO
Hunter Global Fixed Interest Fund	Hunter	International FI	SIPO· stale
Hunter Private Credit Fund	Hunter	International FI	SIPO· stale

Source: each scheme's Statement of Investment Policy and Objectives, lodged on the FMA Disclose register; most recent SIPO in this list dated 2026-05-14. Only funds whose SIPO we have ingested appear here, so this list is a floor rather than a complete record of the Harbour Asset Management range. Information only — not financial advice.