Funds

Fund Referral

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Harbour Sustainable NZ Shares Fund

This Fund is designed to track the S&P/NZX 50 Portfolio Index, with exclusions to companies including but not limited to, large carbon emitters, gambling, firearms, and companies with human and rights violations. For full details of the exclusions for this Fund please see the Environmental, Social and Governance Policy (ESG Policy) on our website at Responsible Investing » Harbour Asset Management. There are positive and negative tilts applied 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.

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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.