Invest With Us

Clarity Funds Management Limited was established in 2007 and now offers six investment funds. The investment management expertise of JMI Wealth is used to manage funds offered to our clients through Clarity. 

Clarity has the ability to appoint external investment managers or advisers.

The ways you can invest with us are outlined below.  If you are unsure of what type of investor you are, contact your financial adviser, or contact us on +64 9 308 1450

Apply

You can apply to invest with Clarity in one of the following ways:

  1. Completing the application forms online; or

  2. Download and print the Clarity Funds Management Product Disclosure Statement (includes the application forms); or

  3. Request the Product Disclosure Statement to be posted to you.

Also, for more information view the latest Fund Update.

Once the application form is completed, print it out, sign and date it, and mail it to us along with the required identity documentation (listed in the Clarity Funds Management Product Disclosure Statement). Alternatively, we are now also accepting online application forms

Contact details

Clarity Funds Management Limited
PO Box 33-1106
Takapuna, Auckland 0740

Telephone: +64 9 308 1450
Facsimile: +64 9 308 1455
Email: info@clarityfunds.co.nz

Please make the cheque payable to ‘The New Zealand Guardian Trust Company Limited ASF Clarity Funds’ or direct credit to 02-0506-0116828-000 (please reference your name and client number with a direct credit deposit).

Investment decisions are very important.  They often have long-term consequences.  We recommend you read all documents carefully.  Ask questions.  Seek advice from relevant professionals before committing yourself.