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 Statements

https://clarityfunds.co.nz/disclosure-statement

Statements of Investment Policy and Objectives

https://clarityfunds.co.nz/statements-investment-policy-and-objectives

Other Material Information

https://clarityfunds.co.nz/other-material-information

Application Forms

https://clarityfunds.co.nz/application-forms

Redemption Forms

https://clarityfunds.co.nz/redemption-forms

Latest Fund Commentary

Fund Commentary - April 2025

Clarity Monthly Commentary April 2025_0.pdf296.81 KB

Enhanced Cash PIE - Monthly Factsheet April 2025

Enhanced Cash PIE Factsheet April 2025.pdf109.36 KB

Capital Group - Monthly Update March 2025

Clarity - Capital Group New Perspective Fund - Monthly Update - March 2025.pdf5.08 MB

Daintree - Monthly Factsheet April 2025

Daintree Monthly Report - 3 page - Apr 25.pdf715.65 KB

Latest Fund Updates

Fixed Income Fund - March 2025

QFU ISG Clarity Fixed Income 31 March 2025.pdf272.29 KB

Dividend Yield Fund - March 2025

QFU ISG Clarity Dividend Yield 31 March 2025.pdf294.95 KB

New Zealand Equity Fund - March 2025

QFU ISG Clarity New Zealand Equity 31 March 2025.pdf293.2 KB

Trans-Tasman Value Fund - March 2025

QFU ISG Clarity Clarity Trans-Tasman Value 31 March 2025.pdf293.97 KB

Global Shares Fund - March 2025

QFU ISG Clarity Global Shares 31 March 2025.pdf284.28 KB

Capital Group New Perspective Fund - March 2025

QFU ISG Clarity Capital Group New Perspective 31 March 2025.pdf281.24 KB

Diversified Income Fund - March 2025

QFU ISG Clarity Diversified Income 31 March 2025.pdf284.7 KB

Diversified Growth Fund - March 2025

QFU ISG Clarity Diversified Growth 31 March 2025_0.pdf272.98 KB

Enhanced Cash Pie - March 2025

QFU ISG Clarity Enhanced Cash PIE 31 March 2025.pdf445.87 KB

Daintree Core Income PIE - March 2025

QFU ISG Daintree 31 March 2025.pdf420.96 KB

Historic Fund Updates

Clarity Quarterly Fund Updates 2024_Final.pdf3.95 MB

Clarity Quarterly Fund Updates 2023 Final.pdf4.59 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 - 2024

Clarity Funds Scheme - Annual Report 2024178.68 KB

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