Funds

Fund Referral

  • Fill in the form below and you'll be linked to the application form of your chosen fund provider.
  • When you refer to an ethical fund from this website, your new fund provider gives us a small fee, which contributes to our costs.
  • Joining a fund is easy and quick.

You're being referred to:

Harbour Sustainable Impact Fund

The Fund is designed to provide investors with exposure to a diversified range of global and domestic investments which make a positive environmental or social impact while aiming to exceed the return benchmark. All investments assessed against the United Nations Sustainable Development Goals (SDGs). The Fund invests approximately 60% invested in growth assets such as impact global and domestic public and private equities and approximately 40% into more defensive assets, predominantly impact and green bonds that meet our research criteria. The Manager will use active management to enhance returns and manage downside risks.

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.