Investor Documents

This page contains documents relating to Harbour Investment Funds - which are issued and managed by Harbour Asset Management.

Fund Updates contain important information for investors, covering topics such as performance, fees and holdings. They are published quarterly by all licensed fund managers under the Financial Markets Conduct Act 2013 (FMCA), and follow a standardised format. The most recently published Fund Updates for Harbour Investment Funds are available on the respective web pages for each Fund on this website, and are also available in the footer of the site. 

The Product Disclosure Statement (PDS) contains important information – please make sure you read it before making your investment decision. The product disclosure statements (or replacement product disclosure statements, where relevant) for the Harbour Australasian Equities and Fixed Interest Funds, Harbour Global Funds, and Harbour Diversified Funds have been lodged  on the Disclose website. You can get a copy online below, by going to www.companiesoffice.govt.nz/disclose and searching for the 'Harbour Investment Funds' offer, or by emailing us at contact@harbourasset.co.nz.