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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 website Read 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
PIE · capped at PIR (max 28%) balanced
Harbour Growth Fund
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
Fee
0.27%
5y return
0.15%
Risk
5/7
PIE · capped at PIR (max 28%) Responsible / ethical balanced

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
PIE · capped at PIR (max 28%) growth
Harbour Epoch Global Quality Select Equity (Hedged) Fund
PIE · capped at PIR (max 28%) NZD hedged growth
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
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.

Live 224 files · 5 types · last verified 2026-05-08
Harbour Australasian Equity Focus Fund 15 files
Harbour Australasian Equity Fund 15 files
Harbour Australasian Equity Income Fund 15 files
Harbour Balanced Growth Fund 15 files
Harbour Enhanced Cash Fund 15 files
Harbour Income Fund 15 files
Harbour Long Short Fund 15 files
Harbour NZ Core Fixed Interest Fund 15 files
Harbour NZ Corporate Bond Fund 15 files
Harbour NZ Index Shares Fund 15 files
Harbour Real Estate Investment Fund 15 files
Harbour Sustainable Impact Fund 15 files
Harbour Sustainable NZ Shares Fund 15 files
Harbour T. Rowe Price Global Equity Fund 14 files
Harbour T. Rowe Price Global Equity Fund (Hedged) 15 files

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