Objective

This Fund is designed to provide capital growth, risk management, and a positive impact from their investments.

It aims to exceed the Official Cash Rate + 4% over rolling 5-year periods, and create a positive impact as measured against UN Sustainable Development Goals.

Investment Approach

The fund will provide exposure to a mix of domestic and global investments with a focus on the positive impact that these investments will have on various objectives linked to the UN Sustainable Development Goals.

While the Fund has been designed to have a lower carbon footprint than the market benchmark, any carbon contained in the Fund will also then be offset by Harbour, through investment in projects which actively prevent carbon release and contribute to multiple UN Sustainable Development Goals.

The fund will invest approximately 20% in domestic impact equities and approx. 40% in domestic impact fixed interest, managed by Harbour. Additionally, approx. 35% in global impact equities and 5% in impact private equity will be managed by sector specialist managers.

Quick Facts

Type
 
Growth
Pays distributions?
         
No
Investment horizon
 
Long term
Fees
 
1.20% pa*
Risk/return
 
Medium

*See Product Disclosure Statement for more details

Harbour Sustainable Impact Fund

Unit price
Previous month end price
Fund name Date Unit Price NZD
Harbour Sustainable Impact Fund 2022-01-19 0.9701
Harbour Sustainable Impact Fund 2021-12-31 1.0159

These unit prices are after fees before tax.

Investment Team for this Fund

Chris Di Leva and Simon Pannett are Co-Portfolio Managers

Chris Di Leva, CFA
Portfolio Manager, Multi Asset Specialist
Simon Pannett, CFA
Director, Senior Credit Analyst
Lewis Fowler, CFA
Investment Analyst

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.