Diversified Funds

GoalsGetter Harbour Sustainable Impact Fund

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About the fund

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)

1
2
3
4 Medium to High
5
6
7

Target Asset Allocation

Growth 55.00%
Income 27.50%
Other 17.50%

Performance

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Performance

at 30 September 2024
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 1.44% 4.15%
Appropriate Market Index (AMI)2 1.12% 4.34%
  1. Returns are before tax and after the deduction of fees and expenses and including tax credits (if any).
  2. AMI: Bloomberg NZBond Credit 0+ year Index.

Cumulative Returns Since Inception, $10,000 invested

Top 10 Holdings

Security Name Percentage
Harbour Sustainable Impact Fund 99.23%
Cash and cash equivalents 0.77%