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
Statements of Investment Policy and Objectives
Other Material Information
Application Forms
Redemption Forms
Latest Fund Commentary
Fund Commentary - August 2024
Capital Group - Monthly Update July 2024
Fund Commentary - July 2024
Capital Group - Monthly Update June 2024
Latest Fund Updates
Fixed Income Fund - June 2024
Dividend Yield Fund - June 2024
New Zealand Equity Fund - June 2024
Trans-Tasman Value Fund - June 2024
Global Shares Fund - June 2024
Capital Group New Perspective Fund - June 2024
Diversified Income Fund - June 2024
Diversified Growth Fund - June 2024
Enhanced Cash Pie - June 2024
Enhanced Cash PIE 30.06.2024_0.pdf198.93 KB