| 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 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.