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

Clarity Funds Scheme OMI 31 May 2024.pdf756.75 KB

Application Forms

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

Redemption Forms

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

Latest Fund Commentary

Capital Group - Monthly Update November 2024

Clarity - Capital Group New Perspective Fund - Monthly Update - November 2024.pdf2.6 MB

Fund Commentary - November 2024

Clarity Monthly Commentary November 2024.pdf301.45 KB

Capital Group - Monthly Update October 2024

Clarity - Capital Group New Perspective Fund - Monthly Update - October 2024.pdf2.1 MB

Fund Commentary - October 2024

Clarity Monthly Commentary October 2024.pdf301.89 KB

Latest Fund Updates

Fixed Income Fund - September 2024

Clarity Fixed Income Fund 30.09.2024.pdf404.07 KB

Dividend Yield Fund - September 2024

Clarity Dividend Yield Fund 30.09.2024.pdf433.82 KB

New Zealand Equity Fund - September 2024

Clarity NZ Equity Fund 30.09.2024.pdf271.81 KB

Trans-Tasman Value Fund - September 2024

Clarity Trans-Tasman Value Fund 30.09.2024.pdf383.4 KB

Global Shares Fund - September 2024

Clarity Global Shares Fund 30.09.2024.pdf395.89 KB

Capital Group New Perspective Fund - September 2024

Clarity Capital Group New Perspective Fund 30.09.2024.pdf309.36 KB

Diversified Income Fund - September 2024

Clarity Diversified Income Fund 30.09.2024.pdf485.52 KB

Diversified Growth Fund - September 2024

Clarity Diversified Growth Fund 30.09.2024.pdf581.55 KB

Enhanced Cash Pie - September 2024

Enhanced Cash PIE 30.09.2024.pdf722.12 KB

Daintree Core Income PIE - September 2024

Daintree Core Income PIE 30.09.2024.pdf210.58 KB

Historic Fund Updates

Clarity Quarterly Fund Updates 2024_0.pdf2.45 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 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

Annual Report - 2021

clarity_funds_scheme_-_annual_report_2021_final.pdf160 KB