Quarterly Fund Updates and Commentaries

Last Updated:  8 July 2021

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Latest Monthly Commentary

Please click here for the latest monthly commentary of the Clarity Funds.

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Historic Documents

Choose from the table below to find out more information about the Funds including their performance and investment mix.

Fixed Income Fund
Quarterly Fund Update
2021	Mar	Jun
2020	Mar	Jun	Sep	Dec
2019	Mar	Jun	Sep	Dec
2018	Mar	Jun		Sep						Dec
2017	Mar	Jun		Sep						Dec
2016	Sep	Dec
Monthly Fund Commentary
2021	Jan	Feb		Mar
2020													Dec
2019	Jan	Feb		Mar	Apr	May	June	Jul	Aug	Sep	Oct	Nov
2018	Mar	Jun		Sep
2017	Mar	Jun		Sep						Dec
2016	Sep	Dec

Dividend Yield Fund
Quarterly Fund Update
2021	Mar	Jun
2020	Mar	Jun	Sep	Dec
2019	Mar	Jun	Sep	Dec
2018	Mar	Jun		Sep						Dec
2017	Mar	Jun		Sep						Dec
2016	Sep	Dec
Monthly Fund Commentary
2021	Jan	Feb		Mar
2020													Dec
2019	Jan	Feb		Mar	Apr	May	June	Jul	Aug	Sep	Oct	Nov
2018	Mar	Jun		Sep
2017	Mar	Jun		Sep						Dec
2016	Sep	Dec

New Zealand Equity Fund
Quarterly Fund Update
2021	Mar		Jun
2020	Mar		Jun	Sep	Dec
2019	Dec
Monthly Fund Commentary
2021	Jan	Feb	Mar
2020			Dec
2019	Dec

Trans-Tasman Value Fund
Quarterly Fund Update
2021	Mar	Jun
2020	Mar	Jun	Sep	Dec
2019	Mar	Jun	Sep	Dec
2018	Mar			Jun						Sep		Dec
2017	Mar			Jun						Sep		Dec
2016	Sep			Dec
Monthly Fund Commentary
2021	Jan	Feb		Mar
2020													Dec
2019	Jan	Feb		Mar	Apr	May	June	Jul	Aug	Sep	Oct	Nov
2018	Mar			Jun						Sep
2017	Mar			Jun						Sep		Dec
2016	Sep			Dec

Global Shares Fund
Quarterly Fund Update
2021	Mar	Jun
2020	Mar	Jun	Sep	Dec
2019	Mar	Jun	Sep	Dec
2018	Mar	Jun		Sep						Dec
2017	Jun	Sep		Dec
Monthly Fund Commentary
2021	Jan	Feb		Mar
2020													Dec
2019	Jan	Feb		Mar	Apr	May	June	Jul	Aug	Sep	Oct	Nov	Dec
2018	Mar	Jun		Sep
2017	N/A	Sep		Dec

Capital Group New Perspective Fund
Quarterly Fund Update
2021	Mar	Jun
2020	Mar	Jun	Sep	Dec
2019	Dec
Monthly Fund Commentary
2021	Jan		Feb	Mar
2020	Dec
2019	Dec

Diversified Income Fund
Quarterly Fund Update
2021	Mar	Jun
2020	Mar	Jun	Sep	Dec
2019	Mar	Jun	Sep	Dec
2018	Mar	Jun		Sep						Dec
2017	Jun	Sep		Dec
Monthly Fund Commentary
2021	Jan	Feb		Mar
2020													Dec
2019	Jan	Feb		Mar	Apr	May	June	Jul	Aug	Sep	Oct	Nov
2018	N/A	Jun		Sep
2017	N/A

Diversified Growth Fund
Quarterly Fund Update
2021	Mar	Jun
2020	Mar	Jun	Sep	Dec
2019	Mar	Jun	Sep	Dec
2018	Mar	Jun	Sep	Dec
2017	Jun	Sep	Dec
Monthly Fund Commentary
2021	Jan	Feb	Mar
2020												Dec
2019	Jan	Feb	Mar	Apr	May	June	Jul	Aug	Sep	Oct	Nov
2018	N/A	Jun	Sep
2017	N/A

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