|PORTFOLIO MANAGER||Josh Wilson|
|MINIMUM SUGGESTED INVESTMENT PERIOD||Medium to long term (at least 5 years)|
|PAYS QUARTERLY DISTRIBUTION||Yes|
|OBJECTIVE||To provide actively managed exposure to dividend paying New Zealand and Australian shares. The Fund aims to generate higher dividend income than its benchmark over the medium to long term.|
|STRATEGY||The Fund will generate income from a diversified portfolio of companies that we consider provide an attractive and sustainable dividend yield.|
|FUND BENCHMARK||75% S&P/NZX 50 High Dividend Index Gross with Imputation and 25% S&P/ASX 200 Accumulation Index|
The Clarity Dividend Yield Fund invests in New Zealand and Australian shares that in our view offer strong and sustainable dividend yields. It is designed for investors seeking regular income from shares and who are comfortable taking more risk than bonds.