Harvard House Investment Management (Pty) Ltd

Harvard House Investment Management (Pty) Ltd

Started in 1972, Harvard House is an independent financial services group, based in Howick, providing a comprehensive range of financial solutions to clients, including accounting and tax services, asset management, short-term insurance broking, and financial & estate planning and Wills. Many of our clients have become friends and treat us like family which makes our old-world values and manner of doing business highly important. It is this value-driven approach that separates Harvard House from others.

Get Social with Harvard House Investment Management (Pty) Ltd

Videos

MDDs

Minimum Disclosure Document Date: 31 December 2024

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
Harvard House BCI Equity Fund (A) MHGE 293.64 13 February 2025 pdf
Harvard House BCI Flexible Income Fund (A) MHFI 123.71 13 February 2025 pdf
Harvard House BCI Property Fund (A) HHBPA 85.40 13 February 2025 pdf
Harvard House BCI Worldwide Flexible Fund (A) HHBFDA 145.40 13 February 2025 pdf

Reports

Awards

Raging Bull Award for best South African Real Estate Fund on Risk-Adjusted Basis

Raging Bull Award