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Harbour takes out top award

Morningstar hands out its Fund Manager of the Year Awards.

Thursday, March 5th 2026, 7:32AM

Habour Asset Management won the Morningstar Fund Manager of the Year award this year and also took out the top award for fixed interest management.

Morningstar says the awards recognise funds and asset managers that have served investors well over the long term and which Morningstar’s manager research team believes will be able to deliver strong risk-adjusted returns over time. 

“It’s fair to say that 2025 was a challenging year to navigate," Morningstar Australasia’s Director, Manager Research Matt Olsen says. "There were inflation surprises, geopolitical uncertainty, and growth uncertainty."

"Compounded by a market displaying valuations disconnected from fundamentals, it made it a challenging year, even for the best investors,” he said, . “Despite this, our nominated fund managers demonstrated an ability to deliver quality, high-performing investments and have stood above peers with exceptional returns over the longer term."

The 2026 Morningstar Awards for Investing Excellence award winners in New Zealand are:

 

Tags: Morningstar

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Lender Flt 1yr 2yr 3yr
AIA - Back My Build 3.34 - - -
AIA - Go Home Loans 5.89 4.59 4.95 5.19
ANZ 5.79 5.09 5.49 5.79
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 4.49 4.69 5.19
ASB Bank 5.79 4.59 4.95 5.19
ASB Better Homes Top Up - - - 1.00
Avanti Finance - Near Prime 6.35 - - -
Avanti Finance - Specialised 7.55 - - -
Basecorp Finance 6.35 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Mortgage One 5.94 - - -
BNZ - Rapid Repay 5.94 - - -
BNZ - Std 5.84 4.49 4.69 ▼4.99
BNZ - TotalMoney 5.94 - - -
CFML 321 Loans 3.95 - - -
CFML Home Loans 6.05 - - -
CFML Prime Loans 6.25 - - -
CFML Standard Loans 6.95 - - -
China Construction Bank 6.44 4.85 4.95 4.95
China Construction Bank Special 6.44 5.85 5.95 5.95
Co-operative Bank - First Home Special - 4.39 - -
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Owner Occ 4.99 4.49 4.89 5.19
Co-operative Bank - Standard 4.99 4.99 5.39 5.69
Credit Union Auckland 7.70 - - -
First Credit Union Special - 4.79 4.95 -
First Credit Union Standard 6.49 5.39 5.55 -
Heartland Bank - Online 5.30 5.89 - -
Heartland Bank - Reverse Mortgage 7.99 - - -
Heretaunga Building Society ▼6.50 ▼5.50 ▼5.65 -
ICBC 5.39 4.39 4.59 4.99
Kainga Ora ▲5.79 ▲4.59 ▲4.95 ▲5.19
Kainga Ora - First Home Buyer Special - - - -
Lender Flt 1yr 2yr 3yr
Kiwibank 5.75 5.39 5.79 6.05
Kiwibank - Offset 5.65 - - -
Kiwibank Special 6.15 4.49 4.89 5.25
Liberty 6.65 6.55 6.22 6.20
Nelson Building Society 6.49 4.59 4.87 -
Pepper Money Near Prime 6.55 - - -
Pepper Money Prime 5.99 - - -
Pepper Money Specialist 8.00 - - -
SBS Bank 5.84 5.09 5.49 5.75
SBS Bank Special - 4.49 4.89 5.15
SBS Construction lending for FHB 3.74 - - -
Lender Flt 1yr 2yr 3yr
SBS FirstHome Combo 3.29 3.99 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 7.99 - - -
TSB Bank 6.59 5.19 ▼5.49 ▼5.79
TSB Special 5.79 4.39 ▼4.69 ▼4.99
Unity First Home Buyer special - 3.99 - -
Unity Special 5.79 4.49 4.89 -
Unity Standard 5.79 5.29 5.69 -
Wairarapa Building Society 6.15 4.59 4.79 -
Westpac 5.89 5.09 5.49 5.59
Westpac Choices Everyday 5.99 - - -
Lender Flt 1yr 2yr 3yr
Westpac Offset 5.89 - - -
Westpac Special - 4.49 4.89 4.99
Median 5.94 4.59 4.95 5.19

Last updated: 3 March 2026 9:14am

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