|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 New Zealand and Australian equities. The Fund aims to generate a better return than the benchmark over the medium to long term.|
|STRATEGY||Employs a value investing strategy, typically favouring companies which offer higher earnings yields.|
|FUND BENCHMARK||50% S&P/NZX 50 Portfolio Index Gross with Imputation and 50% S&P/ASX 200 Accumulation Index in NZ dollars|
The Clarity Trans-Tasman Value Fund invests in New Zealand and Australian shares using a value strategy, typically favouring companies which offer higher earnings yields. It is designed for investors seeking diversified and actively managed exposure to the New Zealand and Australian share markets.