Objective

This concentrated 'best ideas' Fund is designed to deliver strong growth over the long term, through investing in a smaller number of high quality companies with strong growth prospects. 

Investment Approach

The Focus Fund is actively managed and only invests in stocks which are rated highly by our in-house research analysts. The team use their in depth company and industry research to rate and pick stocks which they strongly believe will add positively to the Fund. 

Quick Facts

Type
 
Equity
Investment horizon
 
Long term
Fees
 
1.26% pa*
Risk/return
 
Higher

*may pay a performance fee, see Product Disclosure Statement for more details

Growth of $10,000 invested in Fund since inception

(Cumulative returns after fees, before tax).

Harbour Australasian Equity Focus Fund

Fund name 1mnth 3mnth 1 year 2 year pa 3 year pa 5 year pa

Harbour Australasian Equity Focus Fund

Mar 31, 2018

Gross return inc. imputation credits -2.37% -1.57% 23.29% 18.21% 20.17% -
Benchmark return -2.38% -3.02% 8.99% 11.39% 9.40% -
Return after fees before tax -2.36% -1.89% 20.90% 16.21% 18.00% -

Gross returns means including imputation credits and before all fees, tax & expenses. The gross return listed reflects the Harbour Wholesale Fund in which this Fund invests, and the after tax return reflects the Harbour Investment Fund. Returns for periods less than a year are for the relevant period and not annualised; those of a longer period are annualised for the period shown. Past performance is not indicative of future results. The benchmark for the Fund is 50% S&P/NZX 50 and a 50% S&P/ASX 200 Index (which is 50% hedged into NZ dollars)

Fund name Date Unit Price NZD
Harbour Australasian Equity Focus Fund 2018-04-17 1.6779
Harbour Australasian Equity Focus Fund 2018-03-29 1.6706

These unit prices are after fees before tax.

Investment Team for this Fund

Shane Solly, CFA
Director, Portfolio Manager
Andrew Bascand
Managing Director
Craig Stent, CFA
Executive Director, Head of Equities

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.