{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/clarity/capital-group-new-perspective/",
  "fetchedAt": "2026-05-22T05:19:08.619Z",
  "fund": {
    "slug": "capital-group-new-perspective",
    "name": "Clarity - Capital Group New Perspective Fund",
    "managerSlug": "clarity",
    "category": "international-equities",
    "riskProfile": "growth",
    "isPie": true,
    "isEtf": null,
    "ticker": null,
    "isHedged": null,
    "isResponsibleInvestment": null,
    "isThematic": null,
    "isFifNotPie": null,
    "shortDescription": null,
    "availableVia": [
      "investnow",
      "direct"
    ],
    "dataStatus": "pending-ingestion"
  },
  "manager": {
    "slug": "clarity",
    "name": "Clarity",
    "legalName": "Clarity Capital Group Limited",
    "parent": null,
    "website": "https://www.clarity.co.nz",
    "hq": "Auckland"
  },
  "category": {
    "slug": "international-equities",
    "name": "International Equities",
    "shortName": "International Equities"
  },
  "metrics": {
    "status": "ok",
    "matchScore": 3.25,
    "sortedFundName": "CLARITY - CAPITAL GROUP NEW PERSPECTIVE FUND",
    "sortedManager": "CLARITY FUNDS MANAGEMENT LIMITED clarityfunds.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND16068/",
    "fetchedAt": "2026-05-22T03:07:17.936Z",
    "source_doc": "sorted/SCH10600/OFR10601/FND16068",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND16068/",
    "source_tier": "C",
    "riskIndicator": 5,
    "annualFundChargePct": 1.21,
    "peerAvgFeePct": 0.91,
    "fiveYearReturnPct": 7.29,
    "peerAvg5YearReturnPct": 4.91,
    "growthAssetsPct": 98.31,
    "incomeAssetsPct": 1.69,
    "fundSizeNzd": 154546505.1,
    "pdsUrl": "/disclose-document/2a29fa7947b4dc0e/Clarity-PDS-Document-2-April-26---FINAL.pdf",
    "strategySummary": "“\n                            The Fund aims to achieve long-term growth of capital by investing in shares of companies located around the world.\nThe Fund is managed by Capital Group, and favours companies expected to benefit from structural trends in the global economy.\n                            ”",
    "topHoldings": [
      {
        "asset": "Capital Group New Perspective Fund Class Ch-NZD",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "LU",
        "weightPct": 51.85
      },
      {
        "asset": "Capital Group New Perspective Fund Class C NZD",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "LU",
        "weightPct": 46.28
      },
      {
        "asset": "NZD Cash at Bank",
        "assetClass": "Cash",
        "type": "Cash and Cash Equivalents",
        "country": "NZ",
        "weightPct": 1.87
      }
    ],
    "fundStartDate": "25 October 2019",
    "minimumInvestmentNzd": 10000,
    "documents": [
      {
        "label": "CLARITY - CAPITAL GROUP NEW PERSPECTIVE FUND (FND16068) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.52 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND16068/CLARITY---CAPITAL-GROUP-NEW-PERSPECTIVE-FUND-FND16068-Full-portfolio-holdings-31-March-2026.xlsx"
      },
      {
        "label": "Clarity PDS Document 2 April 26 FINAL.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 1.01 MB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/2a29fa7947b4dc0e/Clarity-PDS-Document-2-April-26---FINAL.pdf"
      },
      {
        "label": "Clarity Capital Group New Perspective Fund 31 March 2026.pdf The quarterly update published by the provider PDF, 281.61 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/c8a7bc43ed4a3583/Clarity-Capital-Group-New-Perspective-Fund-31-March-2026.pdf"
      },
      {
        "label": "Enhanced Cash PIE PDS 2 Apr 26 FINAL.pdf Additional product disclosure statement from the provider PDF, 232.17 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/588777fe5e7225d5/Enhanced-Cash-PIE-PDS---2-Apr-26-FINAL.pdf"
      },
      {
        "label": "Clarity OMI Document 2 April 26 FINAL.pdf Other information related to the Clarity Funds, TAHITO and the Enhanced Cash PIE to supplement and be read in conjunction with, the Product Disclosure Stateme",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/0027c40e084be365/Clarity-OMI-Document-2-April-26-FINAL.pdf"
      },
      {
        "label": "TAHITO PDS 13 May 26 Final.pdf Additional product disclosure statement from the provider PDF, 2.14 MB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/0378313ccf8687b3/TAHITO-PDS---13-May-26---Final.pdf"
      },
      {
        "label": "Combined SIP Os TAHITO 13 May 26 Clarity 02 Apr 26 Enhanced Cash PIE 02 Apr 26.pdf Statement of investment policy and objectives PDF, 3.09 MB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/e9dcac27232d36e8/Combined-SIP-Os-TAHITO-13-May-26-Clarity-02-Apr-26-Enhanced-Cash-PIE-02-Apr-26.pdf"
      }
    ]
  },
  "sources": {
    "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Clarity%20-%20Capital%20Group%20New%20Perspective%20Fund",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND16068/",
    "productDisclosureStatement": "/disclose-document/2a29fa7947b4dc0e/Clarity-PDS-Document-2-April-26---FINAL.pdf"
  },
  "licence": {
    "reuse": "Citation with link-back to canonicalUrl required. No paid redistribution.",
    "contact": "hello@managedfunds.nz"
  }
}