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

Latest Fund Commentary

Fund Commentary - June 2024

Fund Commentary - May 2024

Latest Fund Updates

Fixed Income Fund - March 2024

Dividend Yield Fund - March 2024

New Zealand Equity Fund - March 2024

Trans-Tasman Value Fund - March 2024

Global Shares Fund - March 2024

Capital Group New Perspective Fund - March 2024

Diversified Income Fund - March 2024

Diversified Growth Fund - March 2024

Annual Reports