About the fund manager
Harbour Asset Management is a trusted New Zealand investment firm combining deep local insight with disciplined global research and recognised leadership in responsible investing and stewardship.
Hive Harbour Balanced Fund
A diversified option investing across domestic and global shares, property, infrastructure and bonds, for investors seeking a balance of growth and stability over the medium to long term who are comfortable with some ups and downs along the way.
Fund performance
Coming soon1 month return
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3 month return
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1 year return
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Since inception (p.a.)
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Returns will be published here once the fund's first reporting period is complete. Past performance is not a guarantee of future returns. Figures are after fees and before tax.
Key details
Risk indicator
Recommended investment timeframe
5+ years
Managed by
Harbour
Estimated annual fund charge
1.40%
Buy/sell spread
0.05% / 0.06%
This fund launched on 24 July 2026. Performance will show once a full quarter of data is available.
Asset allocation
| Asset class | Target allocation |
|---|---|
| International equities | 40% |
| International fixed interest | 24% |
| Australasian equities | 20% |
| NZ fixed interest | 11% |
| Cash and cash equivalents | 5% |
About balanced funds
Balanced funds invest in a mix of growth and defensive assets. They are suitable if you’re looking for a balance of growth and stability and are comfortable with some ups and downs along the way.
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