{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/clarity/diversified-growth/",
  "fetchedAt": "2026-05-22T05:19:08.620Z",
  "fund": {
    "slug": "diversified-growth",
    "name": "Clarity Diversified Growth Fund",
    "managerSlug": "clarity",
    "category": "diversified",
    "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": "diversified",
    "name": "Diversified Funds",
    "shortName": "Diversified"
  },
  "metrics": {
    "status": "ok",
    "matchScore": 3.25,
    "sortedFundName": "CLARITY DIVERSIFIED GROWTH FUND",
    "sortedManager": "CLARITY FUNDS MANAGEMENT LIMITED clarityfunds.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND4609/",
    "fetchedAt": "2026-05-22T03:07:29.326Z",
    "source_doc": "sorted/SCH10600/OFR10601/FND4609",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND4609/",
    "source_tier": "C",
    "riskIndicator": 4,
    "annualFundChargePct": 1.16,
    "peerAvgFeePct": 0.91,
    "fiveYearReturnPct": 7.92,
    "peerAvg5YearReturnPct": 4.91,
    "growthAssetsPct": 98.31,
    "incomeAssetsPct": 1.69,
    "fundSizeNzd": 8774817.24,
    "pdsUrl": "/disclose-document/2a29fa7947b4dc0e/Clarity-PDS-Document-2-April-26---FINAL.pdf",
    "strategySummary": "“\n                            The Fund will provide actively managed exposure to New Zealand, Australian and international equities, and aims to generate a better return than the benchmark over the medium to long term. The Fund primarily invests in managed funds (including other Clarity funds) to achieve a well-diversified portfolio of assets.\n                            ”",
    "topHoldings": [
      {
        "asset": "Capital Group New Perspective Fund Class Ch-NZD",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "LU",
        "weightPct": 13.6
      },
      {
        "asset": "Capital Group New Perspective Fund Class C NZD",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "LU",
        "weightPct": 12.14
      },
      {
        "asset": "NZD Cash at Bank",
        "assetClass": "Cash",
        "type": "Cash and Cash Equivalents",
        "country": "NZ",
        "weightPct": 7.65
      },
      {
        "asset": "Meridian Energy Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 2.02
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      {
        "asset": "BHP Group Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 1.98
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      {
        "asset": "ANZ Group Holdings Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 1.82
      },
      {
        "asset": "NVIDIA Corp",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.43
      },
      {
        "asset": "Apple Inc",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.3
      },
      {
        "asset": "Ebos Group Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 1.28
      },
      {
        "asset": "Spark New Zealand Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 1.21
      }
    ],
    "fundStartDate": "3 April 2017",
    "minimumInvestmentNzd": 10000,
    "documents": [
      {
        "label": "CLARITY DIVERSIFIED GROWTH FUND (FND4609) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.56 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND4609/CLARITY-DIVERSIFIED-GROWTH-FUND-FND4609-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 Diversified Growth Fund 31 March 2026.pdf The quarterly update published by the provider PDF, 379.59 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/13ed5a605370e03b/Clarity-Diversified-Growth-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%20Diversified%20Growth%20Fund",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND4609/",
    "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"
  }
}