Harbour Sustainable NZ Shares

25006

Harbour Sustainable NZ Shares 25006 Strategy

The Fund is passively managed tracking the companies in the S&P NZX Portfolio Index, with exclusions to companies that are exposed to large carbon emitters, alcohol, gambling, munitions, adult entertainment, nuclear armaments, firearms, tobacco, recreational cannabis, child labour and companies with human and animal right violations. There will also be positive and negative tilts to the remaining companies based on Harbour’s proprietary Corporate Behaviour Score. The Fund has the ability to implement securities lending.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
funds

Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
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Listed Investment Companies monthly performance: December 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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