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FMA-registered Managed Investment Scheme

Harbour Investment Funds

Scheme number: SCH10815

Funds tracked
14
Brand manager
Harbour
Legal issuer
Harbour Asset Management Limited
FMA Disclose register · SCH10815 OFR10909 — Harbour Investment Funds

Diversified Funds

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

3 funds
Harbour Balanced Growth Fund
PIE · capped at PIR (max 28%) balanced growth
Harbour Income Fund
PIE · capped at PIR (max 28%) income
Harbour Sustainable Impact Fund
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 Fund
PIE · capped at PIR (max 28%)
Harbour Australasian Equity Focus Fund
PIE · capped at PIR (max 28%)
Harbour Australasian Equity Income Fund
PIE · capped at PIR (max 28%)
Harbour Long Short Fund
PIE · capped at PIR (max 28%)
Harbour NZ Index Shares Fund
PIE · capped at PIR (max 28%)
Harbour Sustainable NZ Shares Fund
PIE · capped at PIR (max 28%) Responsible / ethical

International Equities

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

2 funds
Harbour T. Rowe Price Global Equity Fund
PIE · capped at PIR (max 28%)
Harbour T. Rowe Price Global Equity Fund (Hedged)
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
PIE · capped at PIR (max 28%)
Harbour NZ Corporate Bond Fund
PIE · capped at PIR (max 28%)

Listed Property

NZ, Australian and global REITs.

1 fund
Harbour Real Estate Investment Fund
PIE · capped at PIR (max 28%)

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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