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Fund manager

Clarity

Clarity Capital Group Limited

NZ-owned manager of the Clarity Funds Scheme — diversified, fixed-income, dividend-yield and Capital Group-partnered global strategies. Co-tenants the scheme with TAHITO.

Funds tracked
9
Headquarters
Auckland
Clarity website

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

2 funds
Clarity Diversified Growth Fund
PIE · capped at PIR (max 28%) growth
Clarity Diversified Income Fund
PIE · capped at PIR (max 28%) income

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

2 funds
Clarity New Zealand Equity Fund
PIE · capped at PIR (max 28%) growth
Clarity Trans-Tasman Value Fund
PIE · capped at PIR (max 28%) growth

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

3 funds
Clarity - Capital Group New Perspective Fund
PIE · capped at PIR (max 28%) growth
Clarity Dividend Yield Fund
PIE · capped at PIR (max 28%) growth
Clarity Global Shares Fund
PIE · capped at PIR (max 28%) growth

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Clarity Fixed Income Fund
PIE · capped at PIR (max 28%) conservative

Cash and Cash Equivalents

On-call and short-duration cash funds.

1 fund
Clarity Enhanced Cash PIE
PIE · capped at PIR (max 28%) conservative

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