Date: 1 May 2026
Fund Removal – Harbour Sustainable Impact Fund
We have been informed by Harbour Asset Management that they have decided to close the Harbour Sustainable Impact Fund (Fund), which will be removed from the InvestNow Platform, effective from 8th May 2026.
Harbour advised that the decision to close the Fund followed a review of its ongoing viability, noting the following factors in its closure notice:
“The Fund has been operating for over four years, having been launched in response to strong client interest in responsible investing and the opportunity to provide measurable positive impact alongside financial returns. Over this time, however, the global environment for impact focused investing has been particularly challenging. Key impact-related sectors such as decarbonisation and healthcare have been adversely affected by policy uncertainty and shifts in political priorities worldwide. We have also observed that clients favour the integration of responsible investment principles across their portfolios, while choosing to pursue direct social and environmental outcomes through personal philanthropy.
As a result, the commercial landscape for the fund has been difficult, and it has not reached the scale required to remain viable.”
For more information on the other Harbour Asset Management fund offerings on InvestNow, please refer to the Habour landing page on InvestNow.
There are two important actions that you, as an investor, need to complete:
- If the Harbour Sustainable Impact Fund is in your Regular Investment Plan, please update your plan as soon as possible by removing the Fund from it (you can reallocate the contribution to other funds you already have in your plan, replace the Fund in your plan with another fund available on InvestNow, or if it is the only fund you have in your plan then simply make the plan inactive). If no changes are made to your plan, we will action this on your behalf on Thursday 7th May.
- For all units you hold in the Harbour Sustainable Impact Fund, irrespective of whether you have the Fund in a Regular Investment Plan, it would be prudent to raise a sell order before midday Thursday 7th If no sell order is raised by this time, we will raise an instruction asking our custodian to liquidate any holdings remaining, with net proceeds to be transferred to your InvestNow Transaction Account upon settlement sometime after 12th May.
Should you have any questions please do not hesitate to contact us on 0800 499 466 or at contact@investnow.co.nz.
Mike HeathGeneral ManagerInvestNowMob: +64 27 285 9178
mikeheath@investnow.co.nz
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