This page contains offer documents relating to the Funds issued and managed by Clarity Funds Management; recent monthly fund commentaries for clients; and quarterly fund updates which contain information on performance, fees and holdings in a standardised format as specified by the Financial Markets Conduct Act.

Investor Documents

Product Disclosure Statement

Clarity PDS 29 Sep 2023_0.pdf731.7 KB

Statement of Investment Policy and Objectives

Clarity SIPO 2023748.43 KB

Other Material Information

Clarity OMI 2023868.92 KB

Application Form

Clarity Application Form - website.pdf212.62 KB

Redemption Form

Clarity Redemption Form 25 October 2019.pdf731.11 KB

Latest Fund Commentary

Capital Group - Monthly Update March 2024

Clarity - Capital Group New Perspective Fund - Monthly Update - March 2024.pdf6.27 MB

Fund Commentary - March 2024

Clarity Monthly Commentary March 2024.pdf300.27 KB

Fund Commentary - February 2024

Clarity Monthly Commentary February 2024.pdf301.12 KB

Capital Group - Monthly Update February 2024

Clarity - Capital Group New Perspective Fund - Monthly Update - February 2024.pdf5.67 MB

Latest Fund Updates

Fixed Income Fund - March 2024

Clarity Fixed Income Fund 31.03.2024.pdf355.79 KB

Dividend Yield Fund - March 2024

Clarity Dividend Yield Fund 31.03.2024.pdf382.86 KB

New Zealand Equity Fund - March 2024

Clarity NZ Equity Fund 31.03.2024.pdf374.69 KB

Trans-Tasman Value Fund - March 2024

Clarity Trans-Tasman Value Fund 31.03.2024_0.pdf253.33 KB

Global Shares Fund - March 2024

Clarity Global Shares Fund 31.03.2024.pdf389.31 KB

Capital Group New Perspective Fund - March 2024

Clarity Capital Group New Perspective Fund 31.03.2024.pdf361.36 KB

Diversified Income Fund - March 2024

Clarity Diversified Income Fund 31.03.2024.pdf347.33 KB

Diversified Growth Fund - March 2024

Clarity Diversified Growth Fund 31.03.2024.pdf517.57 KB

Historic Fund Updates

Clarity Quarterly Fund Updates 2023_1_0.pdf3.17 MB

Clarity Quarterly Fund Updates 2022_0_0.pdf3.05 MB

Clarity Quarterly Fund Updates 2021_0.pdf2.15 MB

Clarity Quarterly Fund Updates 2020_2.pdf1.88 MB

Clarity Quarterly Fund Updates 2019_0.pdf2.58 MB

Clarity Quarterly Fund Updates 2018_0.pdf2.28 MB

Clarity Quarterly Fund Updates 2017.pdf7.65 MB

Clarity Quarterly Fund Updates 2016.pdf1.53 MB

Annual Reports

Annual Report - 2023

Clarity Funds Scheme - Annual Report 2023 FINAL.pdf177.91 KB

Annual Report - 2022

clarity_funds_scheme_-_annual_report_2022.pdf166.28 KB

Annual Report - 2021

clarity_funds_scheme_-_annual_report_2021_final.pdf160 KB

Annual Report - 2020

clarity_funds_scheme_-_annual_report_2020_0.pdf158.51 KB