| PORTFOLIO MANAGER | Andrew Kelleher |
| RISK PROFILE | Higher |
| MINIMUM SUGGESTED INVESTMENT PERIOD | Medium to long term (at least 5 years) |
| FEE | 1.10% p.a. |
| PAYS QUARTERLY DISTRIBUTION | No |
| OBJECTIVE | To provide actively managed exposure to New Zealand, Australian and international equities, and aims to generate a better return than the benchmark over the medium to long term. |
| STRATEGY | The Fund will primarily invest in managed funds (including other Clarity funds) to achieve a diversified portfolio of shares. |
| FUND BENCHMARK | 20% S&P/NZX 50 Portfolio Index Gross with Imputation, 20% S&P/ASX 200 Accumulation Index in NZ dollars, and 60% MSCI All Country World Index (net dividends reinvested) in NZ dollars with 50% hedged to NZ dollars. |
The Clarity Diversified Growth Fund invests in a selection of other Clarity share funds to provide actively managed exposure to New Zealand, Australian and international shares. It is designed for investors seeking diversified and actively managed exposure across international and local share markets.