Our aim is to provide high quality, straightforward and flexible investment options – uncomplicated funds our clients can understand and trust.
Our company has successfully grown by prioritising our clients’ interests and delivering long-term growth in their investments.
All our funds are actively managed by experienced portfolio managers. Our in-house investment team directly manage Clarity’s investments in New Zealand and Australia. For international shares, we have partnered with two top-tier global fund managers to provide investment management services (MFS Investment Management and Capital Group).
The fees we charge are transparent and reasonable. We do not charge extra for good performance in any of our funds.
Clarity are regulated by the Financial Markets Authority and hold a Managed Investment Scheme license. Our operations are supported by industry leading fund administration, custodial and supervisory service providers.
Clarity Funds Management is 100% owned by Investment Services Group Limited (ISG), a leading New Zealand investment and wealth management group.
ISG brings together several respected financial services businesses — including Select Wealth, Shaw and Partners New Zealand, Clarity Funds, Devon Funds, and TAHITO — creating a strong, diversified foundation that supports Clarity Funds clients with deep expertise and robust governance.
In 2025, ISG entered an exciting new chapter when Shaw and Partners, a leading Australian wealth management firm and a subsidiary of Swiss private bank EFG International, agreed to acquire a 75% stake in ISG.
Our Investment Principles
- We endeavour to take a long-term view.
- We are not speculators. We actively seek quality investments where we believe the underlying value is equal to or exceeds the current price.
- We err on the conservative side of investing.
- We take a disciplined approach to risk management.
- We strongly believe in the importance of diversification.
- We seek to invest your capital responsibly, conscious of environmental, social and governance issues in the companies we invest in.