Harbour Income Fund

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Balanced fund
Annual fees
0.66%
Returns after fees
5.52%

Research identified investments in companies of concern and positive outcome companies inside this fund

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Companies of Concern

8 companies within 4 concerns

2.95% of this fund is invested in these 8 companies of concern whose activities cause serious harm to people or the planet, as per the criteria in Mindful Money's methodology.

  • Animal Cruelty

    0.13% of fund

    • Nufarm Ltd.
      0.13%

  • Environmental Harm

    1.92% of fund

    • Fonterra
      1.79%
    • Nufarm Ltd.
      0.13%

  • Fossil Fuels

    1.00% of fund

    • Channel Infrastructure
      0.66%
    • Genesis Energy Ltd.
      0.24%
    • Rio Tinto
      0.07%
    • Show 2 more companies Show less companies

  • Human Rights Violations

    0.10% of fund

    • Rio Tinto
      0.07%
    • Uber Technologies, Inc.
      0.03%
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Fund provider response

Our multi-asset funds gain some of their exposures via funds managed by third party managers, and the Mindful Money screen provides useful information for us as we engage with those managers. The majority of companies flagging in the Harbour Income Fund are derived indirectly in this way from its global equity exposure via T. Rowe Price’s fund and we continue to monitor T. Rowe Price’s process via regular close contact with the portfolio manager.

About this information

This data is compiled by Mindful Money from the fund information and portfolios that each Managed fund has filed with the Disclose register for 31st March 2026 and Mindful Money analysis of funds within those portfolios.

The categories of concern and positive outcomes are based on definitions used in Mindful Money’s Methodology. These definitions may be different from the exclusions policy and definitions applied by the fund provider.

Lists of companies of concern and positive outcome companies have been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.

Please note that companies may breach more than one of these areas of concern or bring about more than one positive outcome.

Mindful Money uses the term Mindful Fund as our standard for ethical investment and responsible investment. This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers.