Quarterly Fund Updates and Commentaries

Last Updated:  14 October 2019


Latest Monthly Commentary

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


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  

This document has been edited with the instant web content composer. The online instant HTML converter make a great resource that will help you a lot in your work. Save this link or add it to your bookmarks.