InvestNow Harbour Balanced Growth Fund
Investnow Harbour Balanced Growth Fund is a growth KiwiSaver fund managed by InvestNow. It has 112 members and holds $2 million. It opened in 2021.
Fees and returns
- Annual fee
- 1.04% of your balance each year
- Return over 1 year
- +10.8% a year
- Return over 3 years
- +6.6% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 46%, australasian equities 16%, international fixed interest 14%, other 9%.
Largest holdings
- Harbour Balanced Growth Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +10.8% |
| 2024/25 | +0.7% |
| 2023/24 | +8.6% |
| 2022/23 | −7.0% |
About this fund
InvestNow's wrapper access to the Harbour Balanced Growth Fund, managed by Harbour Asset Management — a diversified fund weighted towards growth assets with some income exposure. (Formerly the Harbour Active Growth Fund.) It has an annual fund charge of 1.04%.