Harbour Asset Management Limited

Financial Services Provider

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Wellington

FSPR Registered

FSP Number: FSP3241

NZBN: 9429034228791

Team Size: 6 advisers

Verify on FSPR

About Harbour Asset Management Limited

What is Harbour Asset Management Limited?

Harbour Asset Management Limited is a financial services provider, based in Wellington, with 15 years on the FSPR register, and 6 appointed advisers on file.

How is Harbour Asset Management Limited regulated?

Harbour Asset Management Limited is registered on the Financial Service Providers Register (FSPR)as FSP3241, with first registration in 2010. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Harbour Asset Management Limited offer?

Harbour Asset Management Limited's scope of advice is recorded on the Financial Service Providers Register and in its Public Disclosure Statement. Refer to those sources for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Harbour Asset Management Limited's PDS dated 2026-05-18 · PDF source. View original.

Fee structure: percentage of FUM
Commission: No
Dispute scheme: not-stated
Services: 9 named
FAQs: 7 answered
Linked docs: 4

Contact Information

Phone

0800 460 830

Email

Not available

Website

www.harbourasset.co.nz

Address

Level 16, 171 Featherston Street,Wellington,6011,New Zealand

About Harbour Asset Management Limited

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Public Disclosure Statement

Harbour Asset Management Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-18 · source format PDF.

→ View Harbour Asset Management Limited's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json

Fee structure: percentage of FUM
Receives commission: No — disclosed in PDS
Specialties: Investments

Hover any specialty to see its source. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.

Verbatim quotes from Harbour Asset Management Limited's PDS (1 fields cited)

Fees

“You will be charged fees for investing in the Funds. Fees are deducted from your investment and will reduce your returns. If we invest in other funds, those funds may also charge fees. The fees you pay will be charged in the form of annual fund charges. Small differences in these fees can have a big impact on your investment over the long term.”

Verbatim spans extracted from the source PDS dated 2026-05-18. Each quote was substring-verified against the original document; spans that failed verification were dropped. View source.

Services this firm offers

Named service offerings extracted from Harbour Asset Management Limited's PDS. Names are verbatim from the source document; descriptions and fee notes are AI-summarised — refer to the original PDS for binding wording.

Harbour NZ Core Fixed Interest Fund
Advisory

Actively managed investment grade bond fund investing mainly in NZ Government and corporate fixed interest securities. Risk category 3.

Fees: Annual fund charge of 0.63% (est., ex. GST); no one-off fees.

For: retail
Harbour NZ Corporate Bond Fund
Advisory

Diversified portfolio of primarily investment grade corporate bond fixed interest securities focused on income. Risk category 3.

Fees: Annual fund charge of 0.45% (est., ex. GST); no one-off fees.

For: retail
Harbour Long Short Fund
Advisory

Actively managed high conviction portfolio investing in long and short listed NZ and Australian equities. Risk category 4.

Fees: Annual fund charge of 1.18% (est., ex. GST) including performance fee estimate of 0.23%; no one-off fees.

For: retail
Harbour NZ Index Shares Fund
Advisory

Passively managed fund tracking the Solactive New Zealand Top 50 Capped Index. Risk category 5.

Fees: Annual fund charge of 0.20% (est., ex. GST); no one-off fees.

For: retail
Harbour Sustainable NZ Shares Fund
Advisory

Invests in S&P NZX Portfolio Index companies with ESG exclusions and tilts based on Harbour's Corporate Behaviour Score. Risk category 5.

Fees: Annual fund charge of 0.25% (est., ex. GST); no one-off fees.

For: retail
Harbour Real Estate Investment Fund
Advisory

Invests principally in listed real estate assets to capture income yield and medium-term capital growth. Risk category 5.

Fees: Annual fund charge of 0.72% (est., ex. GST); no one-off fees.

For: retail
Harbour Australasian Equity Income Fund
Advisory

Generates quarterly income from diversified Australasian equities with sustainable and growing dividend yields. Risk category 4.

Fees: Annual fund charge of 1.03% (est., ex. GST); no one-off fees.

For: retail
Harbour Australasian Equity Fund
Advisory

Actively managed growth-oriented strategy investing predominantly in NZ and Australian listed equities. Risk category 5.

Fees: Annual fund charge of 1.07% (est., ex. GST); no one-off fees.

For: retail
Harbour Australasian Equity Focus Fund
Advisory

High conviction actively managed fund investing in quality growth NZ and Australian listed equities. Risk category 5.

Fees: Annual fund charge of 1.22% (est., ex. GST) including performance fee estimate of 0.12%; no one-off fees.

For: retail

FAQs from this firm's PDS

Common consumer questions answered in Harbour Asset Management Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

What is this investment product?

“This is a managed investment scheme. Your money will be pooled with other investors' money and invested in various investments. Harbour Asset Management Limited (Harbour, we, us or our) will invest your money and charge you a fee for our services. The returns you receive are dependent on our investment decisions and the performance of the investments. The value of those investments may go up or down.”

What are the returns on your investment?

“The return on your investment comes from: - any increase or decrease in the Fund's unit price, and - any income distributions made from the Fund.”

How can you get your money out?

“You can withdraw some or all of your investment at any time by completing a signed withdrawal request and providing it to your Service or directly to Harbour as applicable. We can suspend or defer withdrawals in certain circumstances. We may suspend withdrawals or delay payments from a Fund if it is in the best interests of all investors in the Fund or to protect a Fund's PIE status.”

How will your investment be taxed?

“Each Fund is a PIE. The amount of tax you pay in respect of a PIE is based on your Prescribed Investor Rate (PIR). To determine your PIR, go to the Inland Revenue website at www.ird.govt.nz/roles/portfolio-investment-entities/using-prescribed-investor-rates.”

Where can you find more key information about the funds?

“We are required to publish quarterly updates for each Fund. The updates show the returns and the total fees actually charged to investors, during the year. The latest fund updates are available at www.harbourasset.co.nz. We will also give you copies of these documents on request.”

Are there any one-off fees?

“There are no one-off fees.”

How do you switch between Funds?

“You can switch between Harbour Investment Funds as often as you like by completing the relevant form and providing it to your Service. You will need to contact your Service to ensure their minimum switch amount has been met or the required balance is maintained in a Fund. A switch is essentially a withdrawal from one fund and an application into another. As such, any PIE tax will be deducted from the withdrawal with the remaining proceeds applied to the new Fund. There is no charge for switching.”

Additional disclosure documents

Documents linked from Harbour Asset Management Limited's PDS. URLs verified to appear in the source document at extract time; links may rot — verify with the firm before relying on a specific version.

Disclose register · Other disclosure
Harbour Asset Management website – invest with us · Other disclosure
Harbour Asset Management website – fund performance · Other disclosure
Responsible Investing – Harbour Asset Management · Other disclosure

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier B). Verbatim quote block above is Sonnet-extracted then substring-verified against the source markdown. For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.