{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/clarity/new-zealand-equity/",
  "fetchedAt": "2026-05-22T05:19:08.623Z",
  "fund": {
    "slug": "new-zealand-equity",
    "name": "Clarity New Zealand Equity Fund",
    "managerSlug": "clarity",
    "category": "australasian-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": "australasian-equities",
    "name": "Australasian Equities",
    "shortName": "Australasian Equities"
  },
  "metrics": {
    "status": "ok",
    "matchScore": 3.25,
    "sortedFundName": "CLARITY NEW ZEALAND EQUITY FUND",
    "sortedManager": "CLARITY FUNDS MANAGEMENT LIMITED clarityfunds.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND16067/",
    "fetchedAt": "2026-05-22T03:08:05.664Z",
    "source_doc": "sorted/SCH10600/OFR10601/FND16067",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND16067/",
    "source_tier": "C",
    "riskIndicator": 4,
    "annualFundChargePct": 1.06,
    "peerAvgFeePct": 0.91,
    "fiveYearReturnPct": 1.68,
    "peerAvg5YearReturnPct": 4.91,
    "growthAssetsPct": 98.31,
    "incomeAssetsPct": 1.69,
    "fundSizeNzd": 12553478.09,
    "pdsUrl": "/disclose-document/2a29fa7947b4dc0e/Clarity-PDS-Document-2-April-26---FINAL.pdf",
    "strategySummary": "“\n                            The Fund will provide actively managed exposure to New Zealand equities. The Fund aims to generate a better return than the benchmark over the medium to long term. We intend for the Fund to make quarterly income distributions.\n                            ”",
    "topHoldings": [
      {
        "asset": "Fisher & Paykel Healthcare Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 13.53
      },
      {
        "asset": "Infratil Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 9.44
      },
      {
        "asset": "Auckland International Airport Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 8.48
      },
      {
        "asset": "Meridian Energy Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 6.64
      },
      {
        "asset": "Contact Energy Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 6.33
      },
      {
        "asset": "A2 Milk Company Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 6.15
      },
      {
        "asset": "Ebos Group Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 4.34
      },
      {
        "asset": "NZD Cash at Bank",
        "assetClass": "Cash",
        "type": "Cash and Cash Equivalents",
        "country": "NZ",
        "weightPct": 4.02
      },
      {
        "asset": "Mercury NZ Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 3.86
      },
      {
        "asset": "Summerset Group Holdings Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 2.63
      }
    ],
    "fundStartDate": "25 October 2019",
    "minimumInvestmentNzd": 10000,
    "documents": [
      {
        "label": "CLARITY NEW ZEALAND EQUITY FUND (FND16067) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 1.34 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND16067/CLARITY-NEW-ZEALAND-EQUITY-FUND-FND16067-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 New Zealand Equity Fund 31 March 2026.pdf The quarterly update published by the provider PDF, 293.60 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/5df8ef8260d49580/Clarity-New-Zealand-Equity-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%20New%20Zealand%20Equity%20Fund",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10600/OFR10601/FND16067/",
    "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"
  }
}