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The Fund aims 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.
Risk Indicator (volatility)
Target Asset Allocation
This number indicates the relative 'risk' level of this fund based on the types of assets it is invested in, ranging from level 1 (least risky) to 7 (most risky).
| Risk category | Description of volatility |
| 1 | Very low |
| 2 | Low |
| 3 | Medium |
| 4 | Medium to High |
| 5 | High |
| 6 | Very high |
| 7 | Extremely high |
The risk indicators are calculated using returns of the funds, the returns of the fund’s market index or a combination of both, for the previous five years. Index returns or a mix are used if the fund has existed for less than five years. All Managers are required to use the same methodology so you can compare the risk of different funds if you are researching more than one manager.
Founded in 2009, Harbour Asset Management focuses on delivering strong outcomes for its clients through research-driven, patient investment strategies. As the asset management arm of FirstCape Group, Harbour manages funds for superannuation schemes, banks, KiwiSaver providers, Iwi, charitable trusts, and high-net-worth individuals. Specialising in New Zealand cash, fixed interest, Australasian equity, and global multi-asset solutions, Harbour partners with top global managers like T. Rowe Price and PIMCO.
| One month | Three months | One year | Three years (p.a) | Five years (p.a) | |
|---|---|---|---|---|---|
| Fund performance1 | 2.13% | ||||
| Appropriate Market Index (AMI)2 | 2.55% | 4.42% |
AMI (appropriate market index) is a theoretical portfolio with similar underlying assets as the fund. This allows investors to see a comparison of how the value of those assets have changed in the market relative to the fund.
| Security Name | Percentage |
|---|---|
| Harbour Sustainable Impact Fund | 99.08% |
| Cash and cash equivalents | 0.92% |
