Compare Harbour Investment Funds

Click on the sail buttons below to compare the different types of Funds.

		Risk/return profile	Investment horizon	Fees (estimate)	Pays distribution?
Harbour Australasian Equity Fund	An actively managed growth fund, providing exposure to Australasian listed equities (usually 25 to 45 at a time).	Higher	long-term	1.07%pa	no
Harbour Australasian Equity Focus Fund	A concentrated 'best ideas' growth fund, holding Australasian listed equities (usually 15-25) which receive a high rating from our in-house analysts.	Higher	long-term	1.09%*pa	no
Harbour Australasian Equity Income Fund	A diversified portfolio of Australasian listed equities (usually 40-60), designed to generate consistent levels of income with less volatility than other equity funds.	Medium	long-term	1.03%pa	yes
Harbour NZ Equity Advanced Beta	This NZ equities Fund bridges the gap between active and passive management. It tracks the S&P/NZX Portfolio Index, but with tilts towards companies which score well in our financial models.	Medium	long-term	0.45%pa	no
T Rowe Price Global Equity Growth Fund	A global growth-oriented portfolio of equities, managed by Baltimore-based T. Rowe Price. The Fund includes securities with strong growth opportunities in emerging markets as well as developed markets.	Higher	long-term	1.17%pa	no
Harbour Real Estate Investment Fund	An actively-managed fund that invests predominantly in listed companies which derive their economic value from owning or controlling real estate.	Lower to medium	medium-term	0.72%pa	yes
Harbour Long Short Fund	An actively managed fund which invests principally, through both long and short positions, in listed Australasian equities.	Medium	long-term	0.99%*pa	no
Harbour Active Growth Fund	A diversified fund designed for investors who want to generate capital growth through a range of domestic and global assets.	Medium	long-term	0.95%pa	yes

		Risk/return profile	Investment horizon	Fees (estimate)	Pays distribution?
Harbour Income Fund	A diversified fund designed for investors who want to generate a steady and sustainable income across all market cycles, without sacrificing capital growth.	Lower to medium	medium-term	0.63%pa	yes
Harbour NZ Corporate Bond Fund	A fixed interest fund that is designed to capture the yields available from investment grade NZ corporate bonds.	Lower	medium-term	0.45%pa	yes
Harbour Australasian Equity Income Fund	A diversified portfolio of Australasian listed equities (usually 40-60), designed to generate consistent levels of income with less volatility than other equity funds.	Medium	long-term	1.03%pa	yes
Harbour Real Estate Investment Fund	An actively-managed fund that invests predominantly in listed companies which derive their economic value from owning or controlling real estate.	Lower to medium	medium-term	0.72%pa	yes
Harbour Active Growth Fund	A diversified fund designed for investors who want to generate capital growth through a range of domestic and global assets.	Medium	long-term	0.95%pa	yes

		Risk/return profile	Investment horizon	Fees (estimate)	Pays distribution?
Harbour NZ Core Fixed Interest Fund	An actively managed fund that holds a mix of NZ Government and corporate bonds, designed as a risk-diversifier for those investors that also hold riskier assets such as equities and property.	Lower	medium-term	0.63%pa	yes
Harbour NZ Corporate Bond Fund	A fixed interest fund that is designed to capture the yields available from investment grade NZ corporate bonds.	Lower	medium-term	0.45%pa	yes
Harbour Enhanced Cash Fund	An actively managed fund designed for investors who want liquidity and a higher return than short-term interest rates would generate at a bank.	Lower	short to medium-term	0.25%pa	No

		Risk/return profile	Investment horizon	Fees (estimate)	Pays distribution?
Harbour Australasian Equity Fund	An actively managed growth fund, providing exposure to Australasian listed equities (usually 25 to 45 at a time).	Higher	long-term	1.07%pa	no
Harbour Australasian Equity Focus Fund	A concentrated 'best ideas' growth fund, holding Australasian listed equities (usually 15-25) which receive a high rating from our in-house analysts.	Higher	long-term	1.09%*pa	no
Harbour Australasian Equity Income Fund	A diversified portfolio of Australasian listed equities (usually 40-60), designed to generate consistent levels of income with less volatility than other equity funds.	Medium	long-term	1.03%pa	yes
Harbour NZ Equity Advanced Beta	This NZ equities Fund bridges the gap between active and passive management. It tracks the S&P/NZX Portfolio Index, but with tilts towards companies which score well in our financial models.	Medium	long-term	0.45%pa	no
T Rowe Price Global Equity Growth Fund	A global growth-oriented portfolio of equities, managed by Baltimore-based T. Rowe Price. The Fund includes securities with strong growth opportunities in emerging markets as well as developed markets.	Higher	long-term	1.17%pa	no
Harbour Real Estate Investment Fund	An actively-managed fund that invests predominantly in listed companies which derive their economic value from owning or controlling real estate.	Lower to medium	medium-term	0.72%pa	yes
Harbour Long Short Fund	An actively managed fund which invests principally, through both long and short positions, in listed Australasian equities.	Medium	long-term	0.99%*pa	no
Harbour Active Growth Fund	A diversified fund designed for investors who want to generate capital growth through a range of domestic and global assets.	Medium	long-term	0.95%pa	yes
Harbour Income Fund	A diversified fund designed for investors who want to generate a steady and sustainable income across all market cycles, without sacrificing capital growth.	Lower to medium	medium-term	0.63%pa	yes
Harbour NZ Corporate Bond Fund	A fixed interest fund that is designed to capture the yields available from investment grade NZ corporate bonds.	Lower	medium-term	0.45%pa	yes
Harbour NZ Core Fixed Interest Fund	An actively managed fund that holds a mix of NZ Government and corporate bonds, designed as a risk-diversifier for those investors that also hold riskier assets such as equities and property.	Lower	medium-term	0.63%pa	yes
Harbour Enhanced Cash Fund	An actively managed fund designed for investors who want liquidity and a higher return than short-term interest rates would generate at a bank.	Lower	short to medium-term	0.25%pa	No

This is just a general guide and is not personalised financial advice. We recommend you seek advice from your investment advisor for more information, including what risk/return profiles may suit your needs. All fees are annual estimates, excluding GST. Actual fees for the most recent financial year are available in the Fund Updates, published quarterly.

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

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