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

Withdrawal Forms

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

Latest Fund Commentary

Fund Commentary - January 2026

Clarity Monthly Commentary - January 2026_0.pdf351.57 KB

Enhanced Cash PIE - Monthly Factsheet January 2026

Enhanced Cash PIE Factsheet January 2026_0.pdf117.36 KB

Capital Group - Monthly Update January 2026

Clarity - Capital Group New Perspective Fund - Monthly Update - January 2026.pdf2.42 MB

Daintree Core Income PIE - Monthly Factsheet January 2026

Daintree Monthly Report - 3 page - January 2026.pdf717.3 KB

Daintree High Income PIE - Monthly Factsheet January 2026

Daintree2 Monthly Report - January 2026.pdf717.29 KB

Nanuk New World Active PIE - Monthly Factsheet November 2025

NZPIE Nanuk New World Fund - Fact Sheet Nov 2025.pdf383.96 KB

Latest Fund Updates

Fixed Income Fund - December 2025

Clarity Fixed Income Fund 31 December 2025.pdf341.91 KB

Dividend Yield Fund - December 2025

Clarity Dividend Yield Fund 31 December 2025.pdf346.93 KB

New Zealand Equity Fund - December 2025

Clarity New Zealand Equity Fund 31 December 2025.pdf344.37 KB

Trans-Tasman Value Fund - December 2025

Clarity Trans-Tasman Fund 31 December 2025.pdf345.99 KB

Global Shares Fund - December 2025

Clarity Global Shares Fund 31 December 2025.pdf336.08 KB

Capital Group New Perspective Fund - December 2025

Clarity Capital Group New Perspective Fund 31 December 2025.pdf331.67 KB

Diversified Income Fund - December 2025

Clarity Diversified Income Fund 31 December 2025.pdf390.39 KB

Diversified Growth Fund - December 2025

Clarity Diversified Growth Fund 31 December 2025.pdf415.34 KB

Enhanced Cash Pie - December 2025

Enhanced Cash PIE 31 December 2025.pdf502.75 KB

Daintree Core Income PIE - December 2025

Daintree Core Income PIE 31 December 2025.pdf478.21 KB

Daintree High Income PIE - December 2025

Daintree High Income PIE 31 December 2025.pdf496.66 KB

Nanuk New World Active PIE - December 2025

Nanuk New World Active PIE 31 December 2025.pdf336.24 KB

Historic Fund Updates

Clarity Quarterly Fund Updates 2025_Final.pdf10.94 MB

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 Reports - 2025

https://clarityfunds.co.nz/annual-reports-2025

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