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

Capital Group - Monthly Update October 2023

Clarity - Capital Group New Perspective Fund - Monthly Update - October 2023.pdf1.64 MB

Fund Commentary - October 2023

Clarity Monthly Commentary October 2023.pdf282.61 KB

Fund Commentary - September 2023

Clarity Monthly Commentary September 2023_0.pdf334.51 KB

Fund Commentary - August 2023

Clarity Monthly Commentary August 2023.pdf336.68 KB

Investor Documents

Product Disclosure Statement

Clarity PDS 29 Sep 2023_0.pdf731.7 KB

Statement of Investment Policy and Objectives

Clarity SIPO 2023748.43 KB

Other Material Information

Clarity OMI 2023868.92 KB

Application Form

Clarity Application Form - website.pdf212.62 KB

Redemption Form

Clarity Redemption Form 25 October 2019.pdf731.11 KB

Latest Fund Updates

Fixed Income Fund - September 2023

Clarity Fixed Income Fund 30.09.2023_1.pdf175.35 KB

Dividend Yield Fund - September 2023

Clarity Dividend Yield Fund 30.09.2023_1.pdf204.69 KB

New Zealand Equity Fund - September 2023

Clarity NZ Equity Fund 30.09.2023_0.pdf274.57 KB

Trans-Tasman Value Fund - September 2023

Clarity Trans-Tasman Value Fund 30.09.2023_0.pdf294.51 KB

Global Shares Fund - September 2023

Clarity Global Shares Fund 30.09.2023_1.pdf292.03 KB

Capital Group New Perspective Fund - September 2023

Clarity Capital Group New Perspective Fund 30.09.2023_0.pdf325.95 KB

Diversified Income Fund - September 2023

Clarity Diversified Income Fund 30.09.2023_0.pdf369.66 KB

Diversified Growth Fund - September 2023

Clarity Diversified Growth Fund 30.09.2023_0.pdf475.95 KB

Historic Fund Updates

Clarity Quarterly Fund Updates 2023_1.pdf1.89 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 - 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

Annual Report - 2020

clarity_funds_scheme_-_annual_report_2020_0.pdf158.51 KB