| PORTFOLIO MANAGER | Josh Wilson |
| RISK PROFILE | Higher |
| MINIMUM SUGGESTED INVESTMENT PERIOD | Medium to long term (at least 5 years) |
| FEE | 1.00% p.a. |
| PAYS QUARTERLY DISTRIBUTION | Yes |
| OBJECTIVE | To provide actively managed exposure to New Zealand equities. The Fund aims to generate a better return than the benchmark over the medium to long term. |
| STRATEGY | The Fund will invest in a diversified portfolio of New Zealand shares. |
| FUND BENCHMARK | S&P/NZX 50 Index Gross with Imputation |
The Clarity New Zealand Equity Fund invests exclusively in New Zealand listed shares. It is designed for investors seeking diversified and actively managed exposure to the New Zealand share market.