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
Clarity OMI_0.pdf725.17 KB
Application Forms
Redemption Forms
Latest Fund Commentary
Capital Group - Monthly Update December 2024
Fund Commentary - December 2024
Capital Group - Monthly Update November 2024
Fund Commentary - November 2024
Latest Fund Updates
Fixed Income Fund - September 2024
Dividend Yield Fund - September 2024
New Zealand Equity Fund - September 2024
Trans-Tasman Value Fund - September 2024
Global Shares Fund - September 2024
Capital Group New Perspective Fund - September 2024
Diversified Income Fund - September 2024
Diversified Growth Fund - September 2024
Enhanced Cash Pie - September 2024
Enhanced Cash PIE 30.09.2024.pdf722.12 KB