|PORTFOLIO MANAGER||Andrew Kelleher|
|MINIMUM SUGGESTED INVESTMENT PERIOD||Medium term (at least 4 years)|
|PAYS QUARTERLY DISTRIBUTION||Yes|
|OBJECTIVE||To provide income in excess of the benchmark over the medium term by investing in fixed income securities and dividend paying New Zealand and Australian equities.|
|STRATEGY||The Fund will primarily invest in managed funds (including other Clarity funds) to achieve a diversified portfolio of New Zealand fixed interest securities and New Zealand and Australian dividend paying shares.|
|FUND BENCHMARK||75% Bloomberg New Zealand Bond Composite 0-5 Year Index and 25% S&P/NZX 50 High Dividend Index Gross with Imputation|
The Clarity Diversified Income Fund invests in a dynamic mix of the Clarity Fixed Income Fund and Clarity Dividend Yield Fund. It is designed for investors seeking regular income but comfortable taking slightly more risk than bonds.