Experienced Team.

Research Driven.

Highly Rated.

We are a proven New Zealand based Investment Management company that delivers market-leading investment outcomes for our clients. Responsible investing is core to our investment philosophy.

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Research drives all our investment decisions.

We regularly publish articles and market updates from our research analysts.

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Responsible Investing

Sustainability is an integral part of both our investment process and our team values.

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Responsible Investing

Harbour is a market leader for integrating ESG research into our investment process, and we have been signatories to the UN Principles of Responsible Investment since August 2010.

Harbour Investment Funds

Designed to grow your capital over the longer term. These tend to be higher risk and higher return.

Designed to provide a steady income, and some capital growth. These tend to be medium risk and medium return.

Fixed Interest Funds

Designed to protect your capital, and often used as a risk-diversifier for those who hold riskier investments. These tend to be lower risk and lower return.

See more about our funds

Interested in investing with us?

Get started today.

There are three options if you choose to invest in Harbour Funds. The option you pick will be related to the size of your investment, and your appetite for personalised financial advice. If you aren't sure about anything, we do recommend you seek advice from a qualified financial advisor.

Over $250

InvestNow

Non-advice

Minimum investment $250
Manage your own investments
No InvestNow transaction or admin fees
Manage your portfolio online

Over $100,000

Direct

Non-advice

Minimum investment $100,000
Invest through us directly
Different options available
Online reporting available

$ Varies

Financial Advisors

Advice

Invest through a financial advisor
Receive personalised advice
See the FMA website for a list of registered advisors

Harbour is one of the best stewards of New Zealand investors’ money. The shop applies a detailed, well-thought-out investment process to all its funds, has an open and transparent approach, and has consistently delivered market-leading longer-term returns.

Morningstar Inc. - 2017

Our team

Andrew Bascand

Managing Director

Ainsley McLaren

Executive Director

Craig Stent, CFA

Executive Director, Head of Equities

Mark Brown

Director, Head of Fixed Income

Shane Solly, CFA

Director, Portfolio Manager

Sophie Parlane

Communications Manager

Hamish Pepper

Fixed Income & Currency Strategist

Susanna Lee

Director, Portfolio Manager

Shannon Murphy

Investment Specialist

Chris Di Leva, CFA

Multi Asset Specialist

Øyvinn Rimer

Director, Senior Research Analyst

Ruari McGregor

Director, Chief Operating Officer

Charles Pearce

Operations Analyst

Toni Wood

Client Services Manager

Simon Momich, CFA

Investment Analyst

Debbie Bourne

Head of Compliance

Kevin Bennett

Director, Head of Research

George Henderson, CFA

Portfolio Manager

Simon Pannett, CFA

Director, Senior Credit Analyst

Cheryll Morales

Senior Operations Analyst

Bella McIntyre

Office Coordinator and EA

Mitchell Rooney

Operations Analyst

Anne-Marie Carian

Director, Product Manager

Jorge Waayman

Investment Analyst

Latest research & commentary

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