Investment funds / non-KiwiSaver / Shares / New Zealand
The Harbour NZ Index Shares Fund provides broad market exposure to New Zealand equities. It is designed to have the lower fees of a passive fund, with a similar risk profile to the New Zealand equities market, and with the potential to outperform the market through quantitative research and skilful management.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.