Harbour Asset Management — InvestNow Fund Manager

InvestNow is an online investment platform that provides access to 150+ investment options to Kiwi investors. We specialise in providing access to KiwiSaver, Managed Funds & Term Deposits, and choose only the best Fund Managers to partner with.

Harbour Asset Management is one of 20+ specialist Fund Managers that have partnered with InvestNow. Harbour Asset Management funds are also available to invest in via the InvestNow KiwiSaver Scheme – Find out more about the InvestNow KiwiSaver Scheme here.

How Harbour Asset Management describe themselves:

We are an established and proven New Zealand based investment management company with more than 10 years of experience delivering market-leading investment outcomes for our clients. Founded in Wellington in 2009, we are one of New Zealand’s most highly rated investment managers. We have a solid record of consistent investment performance for our clients, which includes KiwiSaver funds, charitable trusts, iwi, government institutions and corporate superannuation funds. We are pleased to be able to offer our expertise to more individual investors through InvestNow.

Responsible investing is core to our investment philosophy. We are proud to employ a strategy of integration and company engagement and use our position as a shareholder to encourage sustainable practices from companies. Our team researches all the companies we invest in and actively checks for any environmental, social or governance (ESG) risks that may apply to them. It helps our highly experienced portfolio managers to unearth companies which may be opportunities for long term growth, as well as companies with potentially hidden risks.

You can find out more about us at harbourasset.co.nz     

Harbour Asset Management investment options:

Below is the range of investment options from Harbour Asset Management that are available through the InvestNow platform, either as Managed Fund investments or as options within the InvestNow KiwiSaver Scheme.

For fee information and links to relevant disclosure material:

  • For their Managed Funds, click here.
  • For their funds available in the InvestNow KiwiSaver Scheme, click here.

To invest in these investment options through InvestNow, create an online account.

A diversified fund designed to target a return of the Official Cash Rate plus 5% over rolling five year periods. It is designed as a standalone diversified fund, and can also be mixed with other funds to add diversity to an investor’s overall portfolio. The Fund utilises high conviction investments managed by Harbour, complemented with global managers such as T. Rowe Price, Baillie Gifford and Western Asset Management. It has a target allocation of 70% to growth assets that is actively managed to respond to market conditions.

A concentrated ‘best ideas’ growth fund holding Australasian listed equities (usually 15 to 25) which receive a high rating from our in-house analysts. The Fund is designed to deliver strong growth over the long term, through investing in a smaller number of high quality companies with strong growth prospects.

An actively managed growth fund, providing exposure to Australasian listed equities (usually 25 to 45 at a time). This Fund is designed to provide long-term capital growth through investing in New Zealand and Australian stocks with strong growth potential. It aims to outperform the local equity market.

A diversified portfolio of Australasian listed equities (usually 40 to 60), designed to generate consistent levels of income with less volatility than other equity funds. The stock picking process for this Fund blends a strong quantitative selection process with a qualitative research overlay.

A diversified fund designed for investors who want to generate a steady and sustainable income across all market cycles, without sacrificing capital growth. It aims to exceed the Official Cash Rate plus 3.5% per annum (over rolling 3-year periods).

An actively managed fund which invests principally, through both long and short positions, in listed Australasian equities. This Fund is designed to deliver positive absolute returns through the economic cycle with low volatility and low correlation of returns with equity markets.

An actively managed fund that holds a mix of New Zealand Government and corporate bonds, designed as a risk-diversifier for those investors that also hold riskier assets such as equities and property.

A fixed interest fund that is designed to provide income through the yields available from investment-grade New Zealand corporate bonds.

This Fund is designed to provide low-cost exposure to the New Zealand share market by passively tracking the S&P/NZX 50 Portfolio Index. This index contains the top 50 companies listed on the NZX, but with a 5% cap on each company.

An actively managed fund that invests in listed companies which derive their economic value predominantly from owning or controlling real estate. The Fund provides investors with easier access to a diversified portfolio of different types of commercial and industrial property.

A diversified fund designed for investors who want to grow their wealth and make a positive impact. This net carbon neutral fund aims to exceed the Official Cash Rate + 4% over rolling 5-year periods. It is also designed to make a positive impact as measured against UN Sustainable Development Goals, focusing on areas like climate change mitigation, natural capital, resource sustainability, thriving communities & infrastructure, and social inclusion. The fund includes exposure to global shares through Mirova and T. Rowe Price, Australasian shares and bonds/private credit managed by Harbour, and venture capital through Icehouse Ventures.

This Fund is designed to track the S&P/NZX 50 Portfolio Index, with exclusions to companies that are exposed to large carbon emitters, alcohol, gambling, munitions, adult entertainment, nuclear armaments, firearms, tobacco and recreational cannabis, child labour and companies with human and animal right violations. There are also positive and negative tilts to the remaining companies based on Harbour’s proprietary Corporate Behaviour Score, which has been a core part of Harbour’s equity investment processes for over a decade.

A high conviction, truly global equity portfolio seeking to invest in companies with above-average and sustainable growth characteristics. The Fund invests in a broadly diversified portfolio of global equities, typically comprising around 150 stocks.

A high conviction, truly global equity portfolio seeking to invest in companies with above-average and sustainable growth characteristics. The Fund invests in a broadly diversified portfolio of global equities, typically comprising around 150 stocks, and is 100% hedged to NZD.

The Hunter Global Fixed Interest Fund (the Fund) is a PIE-compliant New Zealand-domiciled fund with investments managed by PIMCO.

The key features of the Fund, including the risk and return objectives, are:

  • Providing investors with a PIE compliant fund managed by leading global fixed interest manager PIMCO
  • Actively managed with the objective of outperforming the Bloomberg Barclays Global Aggregate Index – 100% NZD Hedged
  • Access to PIMCO’s experienced fund managers, dedicated to producing the best possible returns for our investors.
  • An agile company with a flat structure, enabling us to exploit investment opportunities faster.

Why choose Harbour Asset Management Managed Funds on InvestNow?

“Research drives our investment decisions.”

Harbour believes that fundamental research drives investment outperformance and that a structured quantitative analysis of the investment universe can assist in providing their analysts with further tools to determine the best investment opportunities. Harbour state that by adhering to their investment style and approach through market cycles they provide integrity and balance in portfolio construction.

“We believe in consistency.”

Harbour mentions that years of experience and lessons learned over many market cycles have helped the Harbour team craft a robust and disciplined investment process. Harbour believes that consistency of process delivers the best investment outcomes over the medium to long term for their clients.

“We focus on responsible investing.”

Harbour indicate that they integrate environmental, social and governance considerations into their investment processes, and have been signatories to the UN Principles of Responsible Investment since August 2010 and are a proud member of the RIAA.

“There is no substitute for experience.”

Harbour believes that their success relies on the work and dedication of their team of experienced and proven professionals. Harbour state that with over 200 years of collective industry experience, navigating through different market cycles, their clients can rest assured that their investments are in qualified hands.

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