Quarterly Fund Updates and Commentaries

Last Updated:  12 October 2021


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.

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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