InvestNow Fund Manager – Harbour Asset Management
Harbour Asset Management Limited is a highly rated New Zealand-based asset management firm. Established in December 2009, we have one foundational goal – to be the industry’s most trusted. This goal now underpins everything we do.
Since 2009, Harbour has grown to encompass a close-knit, high-achieving team with over 180 collective years of investment industry experience. Harbour has extensive experience managing funds for government institutions, corporate superannuation funds, charities, iwi and retail investors.
Our investment philosophy focusses on consistency. Our experienced team integrates quantitative, macro-economic, and fundamental analysis.
For more information, please visit the Harbour Asset Management website at harbourasset.co.nz
Harbour Investment Funds are issued by Harbour Asset Management Ltd.
Harbour Asset Management on InvestNow
Harbour Active Growth Fund
The Harbour Active Growth Fund is a diversified fund, designed to target a return of the OCR + 5% over rolling 5 year periods. It is designed as a standalone diversified fund, but can also be mixed with other funds to add diversity to an investors 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 but this is actively managed to respond to market conditions.
Harbour Australasian Equity Focus Fund
The Fund is an actively managed, high conviction fund investing in New Zealand and Australian listed equities. The Fund has the ability to hold up to 35% in cash and NZ fixed interest.
Harbour Australasian Equity Fund
The Fund provides actively managed exposure to New Zealand and Australian listed equities. This Fund has a growth-oriented investment approach to generate alpha (return over the benchmark) for investors.
Harbour Australasian Equity Income Fund
The Fund is designed to generate attractive levels of quarterly income from a diversified portfolio of New Zealand and Australian listed equities that pay sustainable and growing dividend yields as well as holding cash and fixed interest securities.
Harbour Income Fund
The Fund is designed to generate a favourable level of income. The Fund invests predominately in New Zealand fixed interest securities with some exposure to Australasian equities that pay a sustainable dividend yield.
Harbour Long Short Fund
The Harbour Long Short Fund is 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.
Harbour New Zealand Core Fixed Interest Fund
The Fund is an actively managed investment grade bond fund that invests mainly in New Zealand Government bond and corporate bond fixed interest securities.
Harbour New Zealand Corporate Bond Fund
The Fund provides access to favourable income yields through a diversified portfolio of primarily investment grade corporate bond fixed interest securities.
Harbour New Zealand Equity Advanced Beta Fund
The Fund provides exposure to New Zealand equities. The Fund has 70% invested in companies in the market index and 30% invested in companies which exhibit characteristics of value, yield and growth factors that are driven from our financial models.
Harbour Real Estate Investment Fund
An actively-managed fund that invests in listed companies that derive their economic value predominantly from owning or controlling real estate.
T. Rowe Price Global Equity Growth Fund
The Fund invests primarily in a portfolio of securities of companies which are traded, listed or due to be listed, on recognised exchanges and/or markets throughout the world. It may include securities of companies traded on recognised exchanges of developing countries.