Quarterly Fund Updates and Commentaries

Last Updated:  13 February 2019


CLARITY MONTHLY COMMENTARY - Please click here for the January commentary of the Clarity Funds.

Information and Disclaimer: This report is for information purposes only. It does not take into account your investment needs or personal circumstances and so is not intended to be viewed as investment or financial advice.  Should you require financial advice you should always speak to your Authorised Financial Adviser. Before investing you should read the Clarity Product Disclosure Statements and Statement of Investment Policy and Objectives, available at www.clarityfunds.co.nz and www.companies.govt.nz/disclose.   Past performance is not indicative of future results and no representation or warranty, express or implied, is made regarding future performance. Reference to taxation or the impact of taxation does not constitute tax advice.  The levels and bases of taxation may change. This report has been prepared from published information and other sources believed to be reliable, accurate and complete at the time of preparation.  While every effort has been made to ensure accuracy Clarity Funds Management, nor any person involved in this publication, accept any liability for any errors or omission.


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

Trans-Tasman Fund

 
Fund Update 2018 Mar Jun Sep Dec
2017 Mar Jun Sep  Dec
2016 Sep Dec
Fund Commentary 2018 Mar Jun Sep  
2017 Mar Jun   Sep Dec
2016 Sep Dec

Dividend Yield Fund

 
Fund Update 2018 Mar Jun Sep Dec
2017 Mar Jun  Sep Dec
2016 Sep Dec
Fund Commentary 2018 Mar Jun Sep  
2017 Mar Jun Sep Dec
2016 Sep Dec

Fixed Income Fund

 
Fund Update 2018 Mar Jun Sep Dec
2017 Mar Jun Sep Dec
2016 Sep Dec
Fund Commentary 2018 Mar Jun Sep  
2017 Mar Jun Sep Dec
2016 Sep Dec

Global Shares Fund

 
Fund Update 2018 Mar Jun Sep Dec
2017 Jun Sep Dec  
Fund Commentary 2018 Mar Jun Sep  
2017 N/A Sep Dec  

Diversified Income Fund

 
Fund Update 2018 Mar Jun Sep Dec
2017 Jun Sep Dec  
Fund Commentary 2018 N/A Jun Sep  
2017 N/A

 Diversified Growth Fund

 
Fund Update 2018 Mar Jun Sep Dec
2017 Jun Sep Dec  
Fund Commentary 2018 N/A Jun Sep  
2017 N/A