Investment Solutions

Retail Investors

Harbour offers retail investors the following range of NZ unit trust Portfolio Investment Entities (PIEs) either through an Authorised Financial Advisor or RaboDirect:

Australasian Equity Fund

Australasian Equity Income Fund

Australasian Equity Focus Fund

New Zealand Equity Advanced Beta Fund

NZ Core Fixed Interest Fund

NZ Corporate Bond Fund

T. Rowe Price Global Equity Growth Fund – retail

Income Fund – Retail

Wholesale Investors

Harbour offers wholesale investors a range of single sector or multi sector NZ unit trust Portfolio Investment Entities (PIEs). Also available to some wholesale investors is the Premium Tailored Portfolio Service. For more information contact Kendal Law.

Iwi, Charities & Other Wholesale Entities

Harbour offers iwi, charities and other wholesale entities tasked with investing in perpetuity or with inter-generational investing, either a single asset class solution or to some investors a Premium Tailored Portfolio Service. For more information contact Kendal Law.

Latest Research

Harbour Navigator - 1 August 2016

×

Australasian Equities Monthly Commentary - August 2016

The uncharted Twilight Zone PDF

Fixed Interest Monthly Commentary - August 2016

RBNZ back in the spotlight PDF

Harbour On The Road - May 2016

On the road in China

×

Investment Horizons - August 2016

×

Latest Media

nbr.co.nz - 24 August 2016

MARKET CLOSE: NZ shares fall as companies miss lofty expectations; A2, Meridian drop

..."All these companies have been coming out with good results and that's what the market has been paying for so now it is saying great, what's next," said Shane Solly, a director at Harbour Asset Management. "A2 was a great result and actually did meet guidance but the market has become used to positive upgrades."...

nzherald.co.nz - 21 August 2016

Air New Zealand on course for jumbo $600 million profit

Harbour Asset Management portfolio manager Shane Solly said Air New Zealand's business had been remodelled to take out profit fluctuations that were a characteristic of the airline industry. "That's part of the issue that markets are dealing with. Is it normal, is it the new normal or a cyclical peak?"...

bloomberg.com - 19 August 2016

How a Dairy Firm at the End of the Earth Is Trying to Rule the World

...Yet, even with a near-monopoly over New Zealand’s milk output and an empire spanning Australia, the Americas and China, Fonterra is more likely to supply those companies than compete with them on supermarket shelves. “The idea was to move New Zealand’s dairy industry up the value chain, and push hard to become a global brands company,” said Oyvinn Rimer, a research analyst at Harbour Asset Management Ltd. in Wellington, who has tracked the cooperative for about five years. “It just has not happened.”...