# Harbour Investment Funds

> FMA-registered Managed Investment Scheme containing 14 retail managed funds. Scheme name sourced from the FMA Disclose register via Sorted Smart Investor. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **FMA scheme number:** SCH10815
- **Brand manager:** Harbour (Harbour Asset Management Limited)
- **Legal issuer:** Harbour Asset Management Limited
- **Funds in our coverage:** 14
- **Asset classes covered:** 5 (Diversified, Australasian Equities, International Equities, NZ Fixed Interest, Listed Property)
- **Offer document(s):** OFR10909 (Harbour Investment Funds)
- **Last verified:** 2026-05-22

## About this scheme

A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013 that pools investor money for collective investment. Harbour Investment Funds is an MIS registered with the FMA as SCH10815. Harbour is the brand manager whose funds sit within the scheme. The scheme is issued by Harbour Asset Management Limited, which holds the FMA licence and is the legal entity on the offer documents.

## Funds in this scheme (14)

### Diversified Funds (3)

- [Harbour Balanced Growth Fund](https://managedfunds.nz/funds/harbour/balanced-growth/) — balanced growth, PIE
- [Harbour Income Fund](https://managedfunds.nz/funds/harbour/income/) — income, PIE
- [Harbour Sustainable Impact Fund](https://managedfunds.nz/funds/harbour/sustainable-impact/) — balanced, PIE, responsible investment

### Australasian Equities (6)

- [Harbour Australasian Equity Focus Fund](https://managedfunds.nz/funds/harbour/australasian-equity-focus/) — PIE
- [Harbour Australasian Equity Fund](https://managedfunds.nz/funds/harbour/australasian-equity/) — PIE
- [Harbour Australasian Equity Income Fund](https://managedfunds.nz/funds/harbour/australasian-equity-income/) — PIE
- [Harbour Long Short Fund](https://managedfunds.nz/funds/harbour/long-short/) — PIE
- [Harbour NZ Index Shares Fund](https://managedfunds.nz/funds/harbour/nz-index-shares/) — PIE
- [Harbour Sustainable NZ Shares Fund](https://managedfunds.nz/funds/harbour/sustainable-nz-shares/) — PIE, responsible investment

### International Equities (2)

- [Harbour T. Rowe Price Global Equity Fund](https://managedfunds.nz/funds/harbour/t-rowe-price-global-equity/) — PIE
- [Harbour T. Rowe Price Global Equity Fund (Hedged)](https://managedfunds.nz/funds/harbour/t-rowe-price-global-equity-hedged/) — PIE, NZD hedged

### New Zealand Fixed Interest (2)

- [Harbour NZ Core Fixed Interest Fund](https://managedfunds.nz/funds/harbour/nz-core-fixed-interest/) — PIE
- [Harbour NZ Corporate Bond Fund](https://managedfunds.nz/funds/harbour/nz-corporate-bond/) — PIE

### Listed Property (1)

- [Harbour Real Estate Investment Fund](https://managedfunds.nz/funds/harbour/real-estate-investment/) — PIE

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>markdown.md` and a structured-data twin at `<canonical>data.json`. Example:

- HTML: https://managedfunds.nz/funds/harbour/australasian-equity/
- Markdown: https://managedfunds.nz/funds/harbour/australasian-equity/markdown.md
- JSON: https://managedfunds.nz/funds/harbour/australasian-equity/data.json

## Sources

- **FMA Disclose register** (search for SCH10815): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SCH10815
- **Brand manager website:** https://www.harbourasset.co.nz
- **Scheme profile (HTML):** https://managedfunds.nz/schemes/sch10815/

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

- **Canonical HTML:** https://managedfunds.nz/schemes/sch10815/
- **Markdown (this file):** https://managedfunds.nz/schemes/sch10815/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.