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.

Latest Fund Commentary

Fund Commentary - October 2023

Fund Commentary - September 2023

Fund Commentary - August 2023

Investor Documents

Product Disclosure Statement

Statement of Investment Policy and Objectives

Other Material Information

Application Form

Latest Fund Updates

Fixed Income Fund - September 2023

Dividend Yield Fund - September 2023

New Zealand Equity Fund - September 2023

Trans-Tasman Value Fund - September 2023

Global Shares Fund - September 2023

Capital Group New Perspective Fund - September 2023

Diversified Income Fund - September 2023

Diversified Growth Fund - September 2023

Annual Reports