Quarterly Fund Updates and Commentaries

Last Updated:  14 October 2019

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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.

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

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

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

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

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

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

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