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FMA-registered Managed Investment Scheme

Clarity Funds Scheme

Scheme number: SCH10600

Funds tracked
10
Brand managers
Clarity , TAHITO
Legal issuer
Clarity Funds Management Limited
FMA Disclose register · SCH10600 OFR10601 — Clarity Funds

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.

3 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
TAHITO Te Tai o Rehua Fund
Fee
1.26%
5y return
1.77%
Risk
5/7
PIE · capped at PIR (max 28%) Responsible / ethical

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

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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