Fund purpose
To provide long-term capital growth by investing primarily in a portfolio of securities which are traded, listed or due to be listed, on recognised exchanges and/or markets throughout the world.
Fund benchmark
MSCI All Country World Index (unhedged) in NZD.
Investment approach
We have partnered with New York-based manager TD Epoch to offer this global equity fund in New Zealand. It contains a select portfolio of global equities, typically around 40 stocks. This strategy focuses on companies that reinvest in their business, using capital effectively to fund internal projects or acquisitions.
Quick Facts
Type |
|
Equity |
Investment horizon |
|
Long term |
Fees |
|
0.98% pa - see Product Disclosure Statement for more details |
Risk/return |
|
Higher |
Epoch Global Quality Select Equity Fund
| Fund name | Date | Unit Price NZD |
|---|---|---|
| Epoch Global Quality Select Equity Fund | 2024-07-12 | 1.0000 |
These unit prices are after fees before tax. |
||
Responsible investing
We use external manager TD Epoch for this fund. TD Epoch employ a strategy of integration and company engagement/voting, meaning their team researches the companies they invest in and actively checks for any environmental, social or governance (ESG) risks that may apply. It helps their Portfolio Manager develop an understanding of each company, and influences not only whether they invest in companies, but also how much. We only engage external managers who prove to us that they meaningfully integrate ESG into their investment decision making process. We undertake regular due diligence including independent carbon footprint analysis, and engage regularly with their team on company engagement, proxy voting and active management of ESG issues.
Investment Team for this Fund
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 adviser.