Investor suitability

For those who:

  • want to invest in equity securities, with a small amount of exposure to income securities to mitigate short-term volatility
  • are investing for the medium term
  • can tolerate low to moderate risk

Fund overview

The bundle invests about 85% in the Harbour Growth & Income Corporate Class and 15% in the Select Income Managed Corporate Class.


Fund facts (2020-06-30)

Inception date

2012-08-01

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000