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. Replacement PDSs for the Harbour Australasian Equities and Fixed Interest Funds and Harbour Multi-Asset and Global Funds have been lodged at www.disclose-register.companiesoffice.govt.nz. You can download a copy of the current PDSs below, or on the Disclose Register.