Objective

The objective is to exceed the Official Cash Rate (OCR) plus 5% per annum over rolling 5-year periods.

Investment Approach

The Fund is designed to provide investors with exposure to a wide range of domestic and global assets. The Fund invests approximately two thirds in growth assets such as shares, property and infrastructure and approximately one third into more defensive assets, predominantly investment grade bonds. 

The Fund is actively managed, harnessing the expertise of Harbour’s two award-winning investment teams, Equities and Fixed Income. It draws on Harbour’s research and resources, brought together by portfolio manager Chris Di Leva.

Quick Facts

Type
 
Growth, Income
Pays distributions?
 
Yes
Investment horizon
 
Longer term
Fees
 
0.95% pa*
Risk/return
 
Medium

*See Product Disclosure Statement for more details

Harbour Active Growth Fund

Unit price
Previous month end price
Fund name Date Unit Price NZD
Harbour Active Growth Fund 2019-12-04 1.0085
Harbour Active Growth Fund 2019-11-29 1.0197

These unit prices are after fees before tax, and assume distributions are reinvested.

Investment Team for this Fund

Chris Di Leva, CFA
Multi Asset Specialist
Andrew Bascand
Managing Director
Mark Brown
Director, Head of Fixed Income

The Harbour Investment Funds Product Disclosure Statement, Statement of Investment Policy and Objectives, Other Material Information and latest collection of quarterly Fund Updates can be found in the footer of this website. These documents have been prepared in accordance with the Financial Markets Conduct Act 2013 (FMC Act). If you aren't sure about anything, we recommend you seek advice from a qualified financial advisor.