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Fund manager

Harbour

Harbour Asset Management Limited

Active equity, fixed income and multi-asset manager with a sustainability-aware overlay.

Funds tracked
19
Headquarters
Wellington
Harbour websiteRead the Harbour review →

Peer managers

Other NZ managers in Australasian Equities

Scheme governance

Audit, trustee, history

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

5 funds
Harbour Balanced Growth Fund
Fee
1.04%
5y return
1.24%
Risk
4/7
PIE · capped at PIR (max 28%)balanced growth
Harbour Balanced Fund
Fee
0.93%
Risk
4/7
PIE · capped at PIR (max 28%)balanced
Harbour Growth Fund
Fee
1.00%
Risk
4/7
PIE · capped at PIR (max 28%)growth
Harbour Income Fund
Fee
0.66%
5y return
3.18%
Risk
3/7
PIE · capped at PIR (max 28%)income
Harbour Sustainable Impact Fund
PIE · capped at PIR (max 28%)Responsible / ethicalbalanced

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

6 funds
Harbour Australasian Equity Focus Fund
Fee
1.21%
5y return
1.44%
Risk
5/7
PIE · capped at PIR (max 28%)
Harbour Australasian Equity Fund
Fee
1.12%
5y return
0.83%
Risk
5/7
PIE · capped at PIR (max 28%)
Harbour Australasian Equity Income Fund
Fee
1.10%
5y return
2.81%
Risk
4/7
PIE · capped at PIR (max 28%)
Harbour Long Short Fund
Fee
1.23%
5y return
1.76%
Risk
4/7
PIE · capped at PIR (max 28%)
Harbour NZ Index Shares Fund
Fee
0.21%
5y return
0.12%
Risk
5/7
PIE · capped at PIR (max 28%)
Harbour Sustainable NZ Shares Fund
Fee
0.27%
5y return
0.15%
Risk
5/7
PIE · capped at PIR (max 28%)Responsible / ethical

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

4 funds
Harbour Epoch Global Quality Select Equity Fund
Fee
0.98%
Risk
5/7
PIE · capped at PIR (max 28%)growth
Harbour Epoch Global Quality Select Equity (Hedged) Fund
Fee
1.01%
Risk
5/7
PIE · capped at PIR (max 28%)NZD hedgedgrowth
Harbour T. Rowe Price Global Equity Fund
Fee
1.21%
5y return
5.66%
Risk
5/7
PIE · capped at PIR (max 28%)
Harbour T. Rowe Price Global Equity Fund (Hedged)
Fee
1.24%
Risk
5/7
PIE · capped at PIR (max 28%)NZD hedged

New Zealand Fixed Interest

NZ government and corporate bonds.

2 funds
Harbour NZ Core Fixed Interest Fund
Fee
0.66%
5y return
1.13%
Risk
3/7
PIE · capped at PIR (max 28%)
Harbour NZ Corporate Bond Fund
Fee
0.47%
5y return
1.57%
Risk
3/7
PIE · capped at PIR (max 28%)

Listed Property

NZ, Australian and global REITs.

1 fund
Harbour Real Estate Investment Fund
Fee
0.77%
5y return
1.51%
Risk
5/7
PIE · capped at PIR (max 28%)

Cash and Cash Equivalents

On-call and short-duration cash funds.

1 fund
Harbour Enhanced Cash Fund
Fee
0.26%
5y return
2.79%
Risk
2/7
PIE · capped at PIR (max 28%)conservative

Documents

Every PDS, SIPO, Quarterly Fund Update and supporting filing we've crawled directly from Harbour, hashed and timestamped.See methodology.

Live224 files · 5 types · last verified 2026-05-08
Harbour Australasian Equity Focus Fund15 files
Harbour Australasian Equity Fund15 files
Harbour Australasian Equity Income Fund15 files
Harbour Balanced Growth Fund15 files
Harbour Enhanced Cash Fund15 files
Harbour Income Fund15 files
Harbour Long Short Fund15 files
Harbour NZ Core Fixed Interest Fund15 files
Harbour NZ Corporate Bond Fund15 files
Harbour NZ Index Shares Fund15 files
Harbour Real Estate Investment Fund15 files
Harbour Sustainable Impact Fund15 files
Harbour Sustainable NZ Shares Fund15 files
Harbour T. Rowe Price Global Equity Fund14 files
Harbour T. Rowe Price Global Equity Fund (Hedged)15 files

Questions about Harbour

How many managed funds does Harbour offer in New Zealand?▾

Harbour runs 19 retail managed funds available to New Zealand investors, across 6 asset classes: Diversified Funds, Cash and Cash Equivalents, International Equities, Australasian Equities, Listed Property, New Zealand Fixed Interest. Counts are taken from the FMA Disclose register.

What does Harbour charge?▾

Annual fund charges across Harbour's 18 funds with published data range from 0.21% to 1.24% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Harbour a licensed fund manager in New Zealand?▾

Harbour operates in New Zealand as Harbour Asset Management Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Harbour's funds PIEs?▾

19 of Harbour's 19 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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