The Clarity Fixed Income Fund invests in high quality New Zealand bonds and term deposits. It is designed for investors looking for a lower risk investment and wanting to achieve returns over time that are higher than bank deposits.

 

PORTFOLIO MANAGER Andrew Kelleher
RISK PROFILE Lower
MINIMUM SUGGESTED INVESTMENT PERIOD Medium term (at least 3 years)
FEE 0.65% p.a.
PAYS QUARTERLY DISTRIBUTION Yes
OBJECTIVE Aims to provide income in excess of bank deposits and capital stability over the medium term by investing mainly in
New Zealand fixed interest securities.
STRATEGY The Fund will primarily invest in a diversified portfolio of New Zealand fixed interest securities but may also invest in international fixed interest securities.
FUND BENCHMARK Bloomberg New Zealand Bond Composite 0-5 Year Index