{
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  "canonicalUrl": "https://managedfunds.nz/funds/clarity/diversified-income/",
  "fetchedAt": "2026-05-22T05:19:08.621Z",
  "fund": {
    "slug": "diversified-income",
    "name": "Clarity Diversified Income Fund",
    "managerSlug": "clarity",
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    "ticker": null,
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    "shortDescription": null,
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      "investnow",
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    "dataStatus": "pending-ingestion"
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    "slug": "clarity",
    "name": "Clarity",
    "legalName": "Clarity Capital Group Limited",
    "parent": null,
    "website": "https://www.clarity.co.nz",
    "hq": "Auckland"
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  "category": {
    "slug": "diversified",
    "name": "Diversified Funds",
    "shortName": "Diversified"
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  "metrics": {
    "status": "ok",
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    "sortedFundName": "CLARITY DIVERSIFIED INCOME FUND",
    "sortedManager": "CLARITY FUNDS MANAGEMENT LIMITED clarityfunds.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND4608/",
    "fetchedAt": "2026-05-22T03:07:33.909Z",
    "source_doc": "sorted/SCH10600/OFR10601/FND4608",
    "source_doc_date": "2026-05-22",
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    "strategySummary": "“\n                            The Fund aims to generate income over the medium term by investing in fixed income securities and dividend paying New Zealand and Australian equities, primarily investing in managed funds (including other Clarity funds) to achieve a well diversified portfolio of assets. We intend for the Fund to make quarterly income distributions.\n                            ”",
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        "asset": "NZMS First Mortgage Securities Limited",
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        "asset": "WSTPNZ 3.868 19/11/30",
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        "asset": "WATERC 3.847% 30/09/2030",
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    "fundStartDate": "3 April 2017",
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        "label": "CLARITY DIVERSIFIED INCOME FUND (FND4608) 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/FND4608/CLARITY-DIVERSIFIED-INCOME-FUND-FND4608-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 Income Fund 31 March 2026.pdf The quarterly update published by the provider PDF, 392.55 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/4d0c9c3b63baac08/Clarity-Diversified-Income-Fund-31-March-2026.pdf"
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      {
        "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"
      }
    ]
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  "sources": {
    "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Clarity%20Diversified%20Income%20Fund",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND4608/",
    "productDisclosureStatement": "/disclose-document/2a29fa7947b4dc0e/Clarity-PDS-Document-2-April-26---FINAL.pdf"
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    "reuse": "Citation with link-back to canonicalUrl required. No paid redistribution.",
    "contact": "hello@managedfunds.nz"
  }
}