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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 websiteRead the Clarity review →

Peer managers

Other NZ managers in International Equities

Scheme governance

Audit, trustee, history

Diversified Funds

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

2 funds
Clarity Diversified Growth Fund
Fee
1.16%
5y return
7.92%
Risk
4/7
PIE · capped at PIR (max 28%)growth
Clarity Diversified Income Fund
Fee
0.96%
5y return
2.89%
Risk
3/7
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
Fee
1.06%
5y return
1.68%
Risk
4/7
PIE · capped at PIR (max 28%)growth
Clarity Trans-Tasman Value Fund
Fee
1.06%
5y return
5.78%
Risk
4/7
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
Fee
1.21%
5y return
7.29%
Risk
5/7
PIE · capped at PIR (max 28%)growth
Clarity Dividend Yield Fund
Fee
1.06%
5y return
4.87%
Risk
4/7
PIE · capped at PIR (max 28%)growth
Clarity Global Shares Fund
Fee
1.06%
5y return
13.56%
Risk
5/7
PIE · capped at PIR (max 28%)growth

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Clarity Fixed Income Fund
Fee
0.70%
5y return
1.84%
Risk
3/7
PIE · capped at PIR (max 28%)conservative

Cash and Cash Equivalents

On-call and short-duration cash funds.

1 fund
Clarity Enhanced Cash PIE
Fee
0.26%
Risk
1/7
PIE · capped at PIR (max 28%)conservative

Questions about Clarity

How many managed funds does Clarity offer in New Zealand?▾

Clarity runs 9 retail managed funds available to New Zealand investors, across 5 asset classes: International Equities, Diversified Funds, International Fixed Interest, Australasian Equities, Cash and Cash Equivalents. Counts are taken from the FMA Disclose register.

What does Clarity charge?▾

Annual fund charges across Clarity's 9 funds with published data range from 0.26% to 1.21% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Clarity a licensed fund manager in New Zealand?▾

Clarity operates in New Zealand as Clarity Capital Group Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Clarity's funds PIEs?▾

9 of Clarity's 9 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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