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 Statement

Statement of Investment Policy and Objectives

Other Material Information

Application Form

Latest Fund Commentary

Fund Commentary - April 2024

Fund Commentary - March 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