Funds

Fund Referral

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You're being referred to:

Harbour Sustainable NZ Shares Fund

The Fund is passively managed tracking the companies in the S&P NZX Portfolio Index, with exclusions to companies that are identified as large carbon emitters, producers of alcohol, gambling services, controversial weapons and military equipment, pornography, firearms, tobacco, recreational cannabis, child labour, companies with human and animal right violations and those with poor ESG conduct. There will also be positive and negative tilts to the remaining companies based on Harbour’s proprietary Corporate Behaviour Score.

Founded in Wellington in 2009, Harbour Asset Management is one of New Zealand’s most highly rated investment managers. We take pride in delivering market-leading investment outcomes for our clients. Harbour’s approach to investing is simple: all of our investment decisions must be backed by research. Sustainability is an integral part of both our investment process and our team values. Harbour is a market leader for integrating ESG research into our investment process, and we have been signatories to the UN Principles of Responsible Investment since August 2010.

Please use the same name and email address as you will use on the fund application form.

How did you hear about us?

Please note: Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund's investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.